Reports
Understanding reports in Rentopian
By Hrant and 1 other2 authors65 articles
Product & Inventory Reports
Track product availability, utilization, and ROI across your inventory. See what's going out, what's idle, serial/RFID usage history, and purchase records to keep your stock working efficiently.
- How to Generate and Read the Utilization ReportLearn how to generate and read the Utilization Report in Rentopian, including order dates, potential time, utilization rate, and export options.
- Future Utilization ReportSee which products are committed to go out on upcoming orders, the filters you can apply, and what the report leaves out.
- Utilization ReportMeasure how hard your rental inventory is working over a period to understand ROI, with filters and built-in exclusions explained.
- Rental Utilization Monthly Summary ReportA month-by-month summary of rental product utilization across recent years, with the fixed time window and exclusions explained.
- Products Income ReportSee how much revenue each product generated over a period, with filters and the report's built-in exclusions.
- Products Income Prorated ReportLike Products Income, but revenue is prorated to the portion of each rental that falls inside your selected date range.
- Products/Sets History ReportA history of how products and sets moved through orders, with filters and built-in exclusions.
- Max Used Products ReportFind the peak quantity of each product committed on a single day within a date range, with filters and exclusions.
- Not Used Products ReportFind products that were never rented or sold during a date range, with filters and exclusions explained.
- Inventory Matrix ReportCompare each product's rental price against how much it was actually rented, with filters and exclusions explained.
- Inventory Purchase ReportReview your inventory purchase history from purchase orders, with filters and exclusions explained.
- Temporary Products ReportReview one-off items typed manually onto orders that aren't part of your catalog, with filters and exclusions.
- Serial Number Usage History ReportTrace the order history of a specific serialized item, with filters and exclusions explained.
- Serials Tracking ReportSee where your serialized items are on a given date, with filters and built-in exclusions explained.
- Products Usage ReportUnderstand the Products Usage report: what it shows, the filters you can apply, and what it automatically leaves out.
- Availability / Utilization ReportUnderstand the Availability / Utilization report: a single-day snapshot of inventory availability and utilization, and what it automatically leaves out.
Transaction Reports
Analyze order activity by size, type, and status. Spot repeat business, overbookings, cancellations, rental durations, and upcoming returns to stay on top of your order flow.
- Average Order Size ReportSee your average order total grouped by day, week, or month, with filters and exclusions explained.
- Orders ReportA line-by-line list of your orders with totals, clients, and balances, plus the filters and built-in exclusions.
- Repeat Orders ReportSee orders flagged as repeat business by frequency, with filters and built-in exclusions explained.
- Overbooked Orders ReportFind orders where demand exceeds available stock, with filters, grouping, and built-in exclusions.
- Cancellation ReportReview cancelled and expired orders with reasons, to track cancellation trends, plus filters and exclusions.
- Duration ReportSee the average rental duration for a product or category, with filters and built-in exclusions.
- Upcoming Returns ReportSee which rented-out products are due back in a future window, with filters and built-in exclusions.
- Weekly Total Count ReportSee the total quantity of products going out each week, with filters and built-in exclusions.
Financial Reports
Get a full picture of your revenue, payments, refunds, and receivables. Break down income by category, client, or location, and review store credits, liability, and profit.
- Financial Order Details ReportLearn how to run the Financial Order Details Report in Rentopian to view a detailed breakdown of transactions for accounting and analysis.
- Income ReportBreak down income by client, category, product, service, fee, or set, with filters and built-in exclusions.
- Income by Address ReportGroup income by client billing or delivery address, with filters and built-in exclusions.
- Income By Location ReportGroup income by state, city, or postal code, with filters and built-in exclusions.
- Weekly Totals ReportSee order revenue totaled week by week, with filters and built-in exclusions.
- Sales By Month ReportCompare monthly sales against previous years side by side, with filters and built-in exclusions.
- Financial Order Details ReportA detailed financial breakdown of each order including totals, taxes, and balances, with filters and exclusions.
- Payments ReportA list of payments received over a period, with filters and built-in exclusions.
- Payments Grouped By Method ReportSee payments totaled by payment method, with filters and built-in exclusions.
- Refunds ReportA list of refunds issued over a period, with filters and what the report shows.
- Receivables by Date ReportSee outstanding invoice balances as of a chosen date, with filters and built-in exclusions.
- Store Credits ReportReview store-credit history by client and action type, with filters and built-in exclusions.
- Transaction Summary ReportA summary view of orders with totals, balances, and amount filters, plus built-in exclusions.
- Transactions Amounts ReportSee how many orders fall into each dollar-amount range, with filters and built-in exclusions.
- Transaction Dates ReportReview the logistics dates on orders — delivery, pickup, setup, and event — with filters and exclusions.
- Transaction Creation Lead Time ReportSee how far in advance orders are typically created, grouped by days or weeks, with filters and exclusions.
- Transaction Export ReportExport general transaction information for a date range, with filters and built-in exclusions.
- Liability / Profit ReportSee which payments are still liability versus earned profit based on event dates, with filters and exclusions.
- Revenue Share Balance ReportReview vendor revenue-share invoice balances, with filters and built-in exclusions.
- Referral % ReportSee earnings by referral source, with filters and built-in exclusions explained.
- Subrentals ReportTrack items you sub-rented from other vendors, with filters and built-in exclusions.
- Coupon Usage ReportSee how often each coupon was used and the discount it generated, with filters and built-in exclusions.
- Commissions ReportTrack attributed revenue and commission per salesperson, with configurable rates, goals, and pace tracking, plus filters and built-in exclusions.
Tax Reports
Review collected and demanded tax by date range, transaction type, and payment, with detailed breakdowns to simplify filing and reconciliation.
- Collected Tax ReportSee tax collected over a date range by transaction type and tax title, with filters and exclusions.
- Tax By Payment ReportSee tax tied to the payments you received in a period, with filters and built-in exclusions.
- Tax by Payment Detailed ReportA detailed, jurisdiction-level tax breakdown on payments for automatic-tax orders, with filters and exclusions.
Client Reports
Understand your customer base with yearly client totals, new client growth by referral source, venue address activity, and lead conversion metrics.
- Client / Venue Address Activity ReportSee the most recent order activity by client or venue address, with filters and built-in exclusions.
- Client Yearly ReportSee yearly order totals grouped by client across recent years, with filters and built-in exclusions.
- New Clients ReportSee clients added in a period, optionally by referral source, with filters and built-in exclusions.
- Leads ReportA date-filtered list of transactions with totals and amounts paid, with filters and built-in exclusions.
- Lead Conversion ReportTrack new versus converted leads and potential versus actual income over time, with filters and exclusions.
Operations & Logistics
Manage the day-to-day of fulfillment: delivery and pickup lists, packing lists, stock transfers between locations, damaged items, and load planning by month.
- Damaged Items ReportUnderstand the Damaged Items report: tracking items that need repair or are unrepairable/lost, how grouping changes the columns, and what it automatically leaves out.
- Delivery / Pickup ReportA list of orders with delivery and pickup logistics, with filters and built-in exclusions.
- Bulk Print ReportGenerate packing and picking documents for many orders at once, with filters and how it works.
- Busy / Load ReportSee how many orders go out and come back each month, with filters and built-in exclusions.
- Global Packing List ReportA combined packing list across many orders for a date range, with filters and built-in exclusions.
- Capacity Calendar ReportA color-coded month calendar showing daily operational load, with how it works and its limits.
Activity & Logs
Audit system and user activity, including QuickBooks and HubSpot exports, scheduled emails sent, and a log of actions taken by user, location, and date.
- QuickBooks Custom Export ReportExport invoice or payment data for QuickBooks based on filters, with what it does and how it works.
- Scheduled Emails ReportSee the emails sent through the scheduler, with filters and what the report shows.
- User Actions ReportAn audit log of actions taken by your users, with filters and what the report shows.