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.