Reporting and Analytics
Accessing and interpreting reports, views and importing/exporting data.
12 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
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