Quick Guide: Generating the Reservation Cost Center Report.

Before You Begin: Essential Requirements

Make sure the following conditions are met before you try to generate the report:

1. You must be logged into Mission Control with an Administrator account or a role that has permission to generate reports.

2. The Cost Center feature must be enabled for your organization.

3. The driver must have already completed the reservation and selected a Cost Center during the Pre-End Requirement Qualification within the app

   • The Cost Center selection is a mandatory step immediately following the completion and end of the reservation (after passing the "vehicle lock" section). The driver will be presented with a search bar and a list of available Cost Centers. The list will appear after the driver types at least three characters.

     If the specific Cost Center is unknown, the driver can select the "Unknown" option..

Steps to Create the Cost Center Report

Follow these simple steps to configure and get the information you need:

Step 1: 

1. Go to the Reports section within Mission Control.

   

2. Click on the Create Report button.

   
3. Click on the Create Custom Report button.

Step 2: 

1. For the Select a type of report window, select Qualifications report and then click continue
   
   
   
2. To pull data from the driver's selection, you must choose the following data path:

 Categorical > Qualifications >Qualifications Source Type

 Categorical > Qualifications >Qualifications Source ID

 Categorical>Requirements > Requirements Label

 Categorical>Requirements > Requirements Answers

Step 3: 

1.  Once the report is configured, click Preview Report

2.  The key column to look for is "Requirements Answers." This is where you'll see the exact Cost Center selection the driver made.

3.   If the information is correct, you can download the completed report as a .CSV file for use in your accounting systems

Note: This data must be joined with the reservations report. To perform this cross-reference, the user must first create a reservations report including the Reservation ID. The join is established by matching the Qualification Source ID from this data to the Reservation ID in the reservations report.

Filter for Specific Information (Optional)

If your report is large and you only want to see a specific list of Cost Centers:

• Go to the report's filter options.
  
  
• Select the Categorical > Requirements Answers field as your primary filter.
• Write in the Contains space: Cost Center