Reports Functionality

This guide will help you navigate through the various reports available in your system, allowing you to gain insights into your business performance, manage transactions, and schedule automated reports.

Report Types and Functions

Income Report

• Purpose: Summarizes total payments collected over a selected period.

• Details:
  • View credit card transactions, cash payments, total income, and tax collected.
  • Select time periods such as today, last 30 days, or this month.
  • Export options include Excel, CSV, PDF, and print.
  • Schedule the report to be automatically emailed at a specified frequency and time.

Top Sellers Report

• Purpose: Identifies the most rented units and their revenue.
• Details:
  • Displays unit names, SKU numbers, rental frequency, and revenue generated.
  • Helps determine which products are most popular and profitable.

Sales Report

• Purpose: Provides a breakdown of customer transactions.
• Details:
  • Shows customer names, phone numbers, number of orders, and total spending.
  • Helps identify top customers and their purchase history.

Sort Report

• Purpose: Tracks rental hours for each unit.
• Details:
  • Displays the total hours each unit has been rented within a selected period.
  • Useful for monitoring unit usage and maintenance scheduling.

Delivery Report

• Purpose: Lists upcoming deliveries.
• Details:
  • Includes order numbers, customer details, delivery addresses, and scheduled drop-off times.
  • Allows assignment of deliveries to specific employees.
  • Schedule and print delivery schedules.

Delivery Fee Report

• Purpose: Summarizes delivery fees collected.
• Details:
  • Displays fees collected for deliveries by order and customer.
  • Export data for further analysis.

Pickup Report

• Purpose: Lists units scheduled for customer pickup.
• Details:
  • Displays pickup details for units at your location.
  • Helps prepare for customer arrivals.

Customer Acquisition Report

• Purpose: Analyzes customer acquisition channels.
• Details:
  • Shows customer contact details, order history, and acquisition source (e.g., Facebook, Google).
  • Includes granular UTM data for detailed marketing insights.
  • Helps evaluate marketing campaign effectiveness and ROI.

Discrepancy Report

• Purpose: Identifies discrepancies in order charges.
• Details:
  • Compares expected charges to actual charges.
  • Highlights orders with discrepancies for further investigation.

Total Quantity Report

• Purpose: Shows the total quantity of items in orders.
• Details:
  • Lists the number of items per order.
  • Provides payment details and totals.

Upcoming Sales Report

• Purpose: Lists future bookings and sales.
• Details:
  • Shows orders placed today for future rental periods.
  • Helps anticipate upcoming rentals and manage inventory.

Total Refund Price Report

• Purpose: Tracks processed refunds.
• Details:
  • Lists refunds by date and amount.
  • Provides transparency into refund activity.

Detailed Sales Report

• Purpose: Provides comprehensive sales data.
• Details:
  • Lists order details including customer information, rental units, pricing, and schedule.
  • Export and filter data for custom analysis.

Rental Type Report

• Purpose: Analyzes rental type performance.
• Details:
  • Displays data by rental type, such as hourly or daily rentals.
  • Helps optimize rental offerings based on customer preferences.

Historical Sales Report

• Purpose: Offers a detailed view of historical sales data.
• Details:
  • Provides granular insights into past orders.
  • Allows for detailed analysis and reporting.

Exporting and Scheduling Reports

• Export Options: All reports can be exported to Excel, CSV, or PDF, and printed.
• Scheduling Reports:
  • Set frequency (daily, weekly, monthly) and time for automatic email delivery.
  • Customize email details including recipient, subject, and message.
  • Ensure reports are marked as active to enable scheduling.

By utilizing the reports section, you can gain valuable insights into your business operations, monitor performance, and make informed decisions. Use the scheduling feature to automate report generation and keep your team informed with the latest data.