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Products Usage Report

Understand the Products Usage report: what it shows, the filters you can apply, and what it automatically leaves out.

Written by Hrant Minasyan

The Products Usage report shows how your products were actually used across completed rentals, broken down by product, client, and order. It's useful for understanding which items move most and who is renting them.


Where to Find It

Reports → Product & Inventory Reports → Products Usage


What This Report Shows

  • Order number and the order's ship-out and return dates

  • Client name and company

  • User who created the order and the assigned salesperson

  • Product name, variant, and its categories

  • Total quantity used for that product on the order

  • Event start and end times


Filters You Can Apply

  • Date type — choose whether the date range is matched against the event date, the order start date, or the order creation date

  • Date range — the start and end dates of the period you want to review. A single report can cover up to about 13 months at a time. To review a longer period, run several consecutive date ranges and combine the exported files in Excel.

  • Category — limit results to one or more product categories

  • Location — if your company has more than one location, you can limit results to specific locations. (Single-location accounts won't see this filter.)


⚠️ What This Report Already Filters Out

Before reading the results, it's important to know what this report leaves out automatically — no matter which filters you choose:

  • Only returned orders are included. An order appears only after it has been marked Returned. Active, upcoming, or in-progress orders will not show here.

  • Quotes are never included. Only confirmed orders are counted, not quotes.

  • Only rental items are counted. Items that were sold rather than rented are not included.

In short: this report reflects rental products on orders that have already come back — a look-back at completed rental usage, not current or future activity.


How to Read the Results

Results are grouped by product, client, and order, so the same product can appear on more than one row if it was used by different clients or on different orders. The quantity column is the total used for that product on that specific order.


Permissions & Visibility

If your account is restricted to clients or orders you manage, you will only see those records. You will also only see data for the locations you have access to.


Exporting

You can export the report to Excel, CSV, or PDF. Larger reports are generated in the background — you'll be notified when the file is ready to download.


Need Help?

If you have questions about the Products Usage report, contact us at [email protected].

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