2. Run SWIN - Pro-forma Report (PROD)

Reviewing your Pro-forma Billing report is an important step as it provides an opportunity for the Yard Manager to review their expected billings prior to finalizing.

STEP 1: Open Reporter https://rr-reporter5.rentalresultsaas.com:8356/

Note: Your username and password is the same as CORE and PORTAL, You may access Reporter directly from CORE or PORTAL as well.

STEP 2: Click Reports

STEP 3: Search and Select SWIN - Pro-forma Report (PROD)

STEP 4: Click ACTION and RUN

STEP 5: Enter your branch code

STEP 6: Click RUN

STEP 7: Click the 3-dots (top right), Export.

STEP 8: Review the report for accuracy.

Note: If corrections are required, complete the required corrections in CORE and rerun your Pro-forma Billing and Proforma Report.

IMPORTANT: Download and save your final Pro-Forma report as it'll be required in Step 5.

*Video attached*