Filter and download key system data

Matthew James Finkel avatar
Written by Matthew James Finkel
Updated over a week ago

The reporting screen in OnRent lets you see vital business information about your assets, customers and revenue, letting you filter and download this information at the click of a button. 

Get Started

To access your reports, select Reports in the navigation bar which will lead you to the following screen. Click on a report to view the data there!

Filter a Report

When you click to view the report, the default options will be set and reflected in the view. Adjust these settings to filter the data on screen and in any exported files.

Each report typically has filters you can use to refine the results further, these differ for each report but we'll run through the common ones below:

  • Product Group

    Select the product group as the search criteria from the drop-down list.

  • Date Range
    Specify the date range for a monthly, weekly or custom date view of reports.

  • Depot
    Select the specific depot as the criteria you'd like to report on.

  • Account
    Select a specific customer to base the report on.

Export a Report

Use the export icon to download a copy of the report to a CSV file or Excel spreadsheet.

Can't find what you're looking for?

Custom views enable users to create bespoke views within different areas of the system and these can be exported to create custom reports within your system. Take a look at our custom view setup guide to learn more!

Any questions?

If you need some assistance we’re happy to help! Start a conversation using the blue help bubble in the bottom right hand corner of your system. ↘️

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