Reporting and Analytics
Accessing and interpreting reports, views and importing/exporting data.
15 articles
Reports
Learn how reporting works
- Held Deposits ReportThis makes it easier to identify and manage held deposits, whether returning them to customers or applying them to related order invoices.
- Customer Insurance Expiry ReportThis feature designed to help you track when your customers’ insurance policies are due to expire.
- Tax Summary ReportThe Tax Summary Report allows you to view a breakdown of taxes by invoice number or credit note
- Order & Order Items Margin ReportsOrder/item profit margins, highlight losses, and update with real costs.
- Item Status ReportThis report will show a list of all your stock items, showing the item number, product name, depot and current item status.
- Average Utilisation ReportTo view utilisation on a specific day, use the Snapshot Report instead. It’s still available and complements the Average Utilisation Report.
- Works Order Parts Costs in ReportsTrack true profitability by including parts and labour costs in rental reports
- Payments ReportUse the Payments Report to view all payments in one place, apply filters for easy reconciliation, and produce clear, accurate financial reports with less manual effort.
- Scheduled ReportsSet up reports to automatically email themselves to customers or staff members without any user interaction.
- Serialised Asset Utilisation ReportThe Serialised Asset Utilisation Report gives you clear visibility into how often your serialised assets are being used over time. This helps you identify high-performing assets, monitor utilisation trends.
Import and Export
Importing and exporting data from the system
- Importing and Exporting DataHow to import and export data
- Exporting Data and Exporting Custom ViewsHow to export data and export Custom Views
- Erase DataErase some or all your data.
- Customisable CSV ExportUse it to tailor CSV exports for easier finance system imports—choose columns, rename them, and streamline non-integrated workflows.
- Creating Import TemplatesUse it to tailor CSV imports