Reporting and Analytics
Accessing and interpreting reports, views and importing/exporting data.
8 articles
Reports
Learn how reporting works
Order & Order Items Margin ReportsOrder/item profit margins, highlight losses, and update with real costs.
Tax Summary ReportThe Tax Summary Report allows you to view a breakdown of taxes by invoice number or credit note
Held Deposits ReportThis makes it easier to identify and manage held deposits, whether returning them to customers or applying them to related order invoices.
Item Status ReportThis report will show a list of all your stock items, showing the item number, product name, depot and current item status.
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 in ERP Go
Erase DataErase some or all your data in OnRent
Customisable CSV ExportUse it to tailor CSV exports for easier finance system imports—choose columns, rename them, and streamline non-integrated workflows.