General Reports

For counting barcode tracked items you may want to set Operational Parameter 65 to YES so that the stock qty for each product is counted from the asset records.

General Audit Trail Report The Audit Trail records actions of operators throughout the system. Each entry has a date time stamp, the action and the operator that performed that action. The audit trail can be enabled or disabled via Operational #4...

Booking Cross Section This report retrieves all confirmed, current and archived bookings between the selected dates. It retrieves basic information such as the total gross rental amount, discount amount and sub rental amount. This report may also b...

A Carnet or ATA Carnet (pronounced kar-nay) is an international customs and temporary export-import document . It is used to clear customs in 87 countries and territories without paying duties and import taxes on merchandise that will be re-exporte...

Accessing Customer Reports There are certain reports that are only available in the customer grid. These reports can be accessed by right clicking in the customer grid and selecting the customer reports sub menu.    Accounts Receivable Aged An...

Cancel Booking Reason Use this report to view the reasons that operators have cancelled bookings. This report and the Cancellation Reasons in setup are closely related. If users can enter whatever reason they choose it can become difficult to under...

Cash Flow If you are looking at creating a future cash flow report, then consider the Revenue Report that is available on the 'Reports' menu in RentalPoint? Although this report may not show all the custom fields you are looking for, it does g...

The Cross Rental Statistics report details all bookings with cross rentals and how much the customer was charged for the cross rentals. There are several scopes that are available to this report. ...

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The Items Not Returned Discrepancy report details all assets and the bookings that they are assigned to that have been delivered but have not yet been returned. If your company is running multi locations this report is location specific. This repor...

Losses and Breakages Report ...

The Late Returns report lists all rentals that are past their expected return date. This does not take into account partial returns. If a booking is not in returned status and is past due to be returned, this report will flag it. An example output ...

Every time a line item price that is calculated by the system is overridden by an operator, an entry is added to the database. This report details all the instances that a price has been manually overridden by an operator. From this report it is...

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The Sales Analysis report details the total sales for the period selected and orders it by group, category or product. A detailed list of bookings is included as well as product and group totals. Only sales and disposable stock is included in this r...

Available when using RentalPoint Single Currency License with Operational Parameter #77 Enabled  ...

The Tax report displays a listing of all customers, the total amount of an invoice, any credited invoices and how much tax they paid on that invoice in the given time frame. It is possible to isolate singular taxes and divisions. This is not the onl...

This report displays the top cross rented products that have the highest dollar value for cross rentals over the selected period. A Detailed option lists all the cross rental bookings that comprise the total. ...

Values for Event Type and Source/Campaign can be stored against each booking and used for reporting purposes. Here's how to use them...... For Event Type, set your Event List in Operational Parameter 83, you'll then see a drop down list against Eve...