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Sales Enquiry report (#RPTSER01)

Last updated:   Applies to:   In industries:   Of versions:   Special contents:
20140218 (Andy)   Pro, MultiUser, MultiSite, MultiView   Self Storage EditionMarina EditionVault Edition   9.X (and higher)   n/a
  • This report can be exported to Microsoft Excel by setting the Print Location (see #SYSSETSPL01).

About the Sales Enquiry report

This report is accessed via Reports, then Marketing. This report shows marketing information related to Sales Enquires for a specified period. The report also shows the total (for the selected period), as well as a percentage total of the number of Sales Enquires in that period.

Report options are outlined below...

Sales Enquiry Report

  • 6 Periods / 12 Periods denotes the number of columns to show on the report (eg: 6 or 12 periods of data).
  • The Period dropdown lets you select what period to show - either Yearly, Weekly, Monthly, Daily or Half-Daily.
  • Start date and End date are the reporting periods to start from & end on, respectively.
  • Types & Categories to Display are used to select the Sales Enquiry categories / types that you'd like to be included on the report. Most are self explanatory, however Size Quoted displays a breakdown of Berth Types / Unit Types / Vault Types which have been quoted. This option has a subset option called Show unquoted Berth Types / Show unquoted Unit Types / Show unquoted Vault Types, which includes any Berth / Unit / Vault types that have not been quoted.
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