Skip To:
- Pre-Formatted Client Reports
- Design Client Marketing Report
- Creating Marketing Report
- Mailout Allowed
- Client Mailing Lists
Pre-Formatted Client Reports
As well as Design Client Report there are 3 pre-selected Reports available.
These Reports already have Items chosen for your convenience.
Click on the plus to the left of the Client Reports folder and a list of sub folders are displayed.
- Client Addresses with Special Interests can be used for mail outs to clients by marketing code
- Client Addresses can be used for a general mail out to all Clients
- Client Addresses - Corporate can be used for a mail out to all Corporate Clients
Preformatted reports can be modified by selecting and deselecting Items for inclusion or using the scroll buttons in the Order column to change the order Items will appear on the Report.
Modifications are saved by clicking on save at the bottom of the screen. If modifications are not saved, the Report will default to the original settings next time it is opened.
To generate a preformatted Report, click on the Yellow folder to the left of the name to activate the fill in screen.
Make changes as required then click on the Generate Detail option at the bottom of the screen to display the Report.
The displayed report can be further sorted by clicking on the headings. To list the data alphabetically by surname, click on the heading Client Family name. The column will automatically update. This function can be applied to all columns, here are two examples:
Design Client Marketing Report
There are two main areas for collecting marketing statistics which can be used to collate information about the Agency's passengers in CCTE. They are:
- Marketing Codes in the Client Profile and the Marketing fields in either the Trip Tab of the Trip file or Marketing field in the Quote in the Trip file.
- Marketing codes in the Trip/Quote area can only be used in MyCCT Sales Reports.
- Marketing information in the Client Profile is entered under the Marketing Tab.
Marketing Items are first created in Options/Tables. To learn how to create the above codes for Client Marketing, See "Marketing Codes Table" in Module 3: System Administration.
Creating Marketing Report
Click on Design Client Report OR on one of the Preformatted Reports to include the marketing information.
There is already a preformatted Report called Client Addresses with Special Interests designed for Marketing Mailouts. This report can be edited to suit specific requirements - Tick Items required for the Report including Interest Code.
To choose specific marketing information, choose the required symbol from the first Where field to access the Marketing options. See below.
Alternatively by leaving the Where fields blank and ticking the Group box next to the Interest Code Item the report will run grouping by interest code.
If the Where field is left blank, all Client files with a marketing code will be retrieved. Some Clients will be retrieved multiple times if they have more than 1 Marketing code ticked in the Client Profile. If the Group box is selected, marketing codes will be grouped for each code.
Mailout Allowed
Tick the Mailout Allowed box in the Client file to be able to use the Mailout Allowed Item criteria in Client Reporting. This will enable the user to filter out Clients who have expressly advised they do not wish to receive mailouts.
Client Mailing Lists
- Using either preformatted Report or designing your own, generate the Report with the required information.
- Click on the Save data as Icon in the MyCCT Toolbar or click on File/Save data as from the main Toolbar.
- Navigate to the required folder using the Save In box. Click on the Save as type drop down and select the format to save the Report in. Excel or Excel with Headers is recommended for Mailing Lists.
- The Report can be retrieved from this folder at any time to complete the mail out.