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.
By Jessica and 1 other2 authors22 articles
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.