Understanding Report Types

The Reports hub turns your day-to-day rental activity into answers: which products earn the most, how hard your fleet is working, who your best customers are, and whether each item is actually turning a profit. This page walks through every report so you know exactly which one to open for the question you have.

Access. Reports live behind the Reports & Analytics subscription module and the reports.read permission. If you don’t see Reports in the menu, ask your administrator to enable the module and grant you access.

Opening a Report

Click Reports in the main menu to open the hub at /reports — headed “Your Business Reports.”
You’ll see six report cards. Pick the one that matches your question.
The report opens as a table (at /reports/<report-type>) with summary stat cards at the top, a date range in the header, and Show Filters, Refresh, and Export buttons.

Every report defaults to the Last 30 Days date range. You can change the range and narrow results at any time — see Filtering, Drilling Into, and Exporting Reports.

The Six Reports at a Glance

Report	Answers	Grouped by
All Your Products	What’s my full catalogue doing?	Product (asset)
Your Money Makers	Which items earn the most?	Product (asset)
Asset Utilization	How hard is my fleet working?	Product / stock unit
Customer Analytics	Who are my best customers?	Customer
Service & Repair Report	What’s my equipment costing to maintain?	Asset / stock unit
Asset P&L	Is each unit actually profitable?	Stock unit

All Your Products

A complete snapshot of everything you rent out, one row per product.

Key columns: Product Name (with category and last-rented date), Asset Status, Invoiced, Collected (with the percentage of the invoiced amount you’ve received), Orders, Utilization %, Service Cost, and Current Stock.
Summary cards: Total Revenue, Total Orders, Average Utilization, and Total Products.
Handy shortcuts: click the Invoiced amount or the Orders count on any row to open an order-breakdown drawer for that product; click the row itself to jump to that product’s stock page.

“Asset Status” is operational status, not order status. It reflects whether the item is Available, In Service, Damaged, or Decommissioned — not whether it’s currently out on a rental.

Your Money Makers

Ranks your products by the revenue they bring in, so you can see which items pay for themselves fastest.

Key columns: Asset Name, Asset Category, Total Revenue, Total Orders, Utilization %, Avg Order Value, Revenue / Day, and Days Since Last Order.
Summary cards: Total Revenue, Total Orders, Avg Order Value, and Top Performer.
Report-specific filters: Group By (Daily, Weekly, Monthly, Quarterly, or Yearly) and a Paid Invoices Only toggle, which is on by default so figures reflect money that’s actually been invoiced.

Asset Utilization

Shows how efficiently each item is being used across the selected period — ideal for spotting idle stock and over-booked favourites.

Key columns: Equipment, Utilization % (shown as a colour-coded bar), Efficiency Score, Revenue/Hour, Turnover Rate, Service Impact, Trend, Idle Time (Days), and Last Rented.
Summary cards: Average Utilization, Efficiency Score, Optimal Assets, Revenue/Hour, Trend Direction, and Peak Day.
Report-specific filters: a Min % / Max % utilization range, a Sort By choice (Utilization, Efficiency, Revenue, or Turnover), and toggles for Service & Repair Analysis, Location Analysis, and Trend Analysis.

Utilization bars are colour-coded so extremes stand out at a glance — very high utilization can flag items you should buy more of, while low utilization highlights stock that isn’t earning its keep.

Customer Analytics

Understand customer behaviour and find your most valuable clients.

Key columns: Customer Name, Total Revenue, Collected Amount, Outstanding Amount, Total Orders, Avg Order Value, and Days Since Last Order.
Summary cards: Total Customers, Avg Customer Value, Repeat Customer Rate, and Top Customer.
Report-specific filters: pick specific Customers, choose how to Segment By (Customer Value, Order Frequency, Recency, Lifetime Value, or Risk Score), filter by Customer Segment (High / Medium / Low Value) and Lifecycle Stage (New, Returning, Loyal, At Risk, Churned), and set a Min Order Value.

Service & Repair Report

Tracks the maintenance activity and cost behind your equipment.

Key columns: Asset Name, Status, # Jobs (number of service jobs), Total Cost, and the cost breakdown — Parts, Ext. Service, and Other — plus Parts Used, Frequency (recurrence), and Last Updated.
Summary cards: Total Revenue, Total Orders, Average Utilization, and Total Products.
Drill-down: click a row’s Total Cost to open a maintenance-breakdown drawer detailing the individual jobs behind the total.

This report draws on the Service & Repair area. If that module isn’t part of your subscription, maintenance figures won’t appear here or in the other reports’ service-cost columns.

Asset P&L

The bottom-line view: revenue earned versus money spent, calculated per stock unit so you can see exactly which physical items are profitable.

Key columns: Equipment, Revenue, Total Cost, Net Profit, Margin %, ROI %, Orders, Rental Days, and Rev/Day.
Summary cards: Total Revenue, Total Cost, Net Profit, Avg Margin, and a Profitable count (how many units are in the black out of the total).
Net Profit and margins are colour-coded — green when positive, red when a unit is losing money. ROI shows N/A when a unit’s purchase cost hasn’t been recorded.

Because it works at the individual-unit level, Asset P&L is the report to open when deciding whether to repair, retire, or replace a specific piece of gear. For a deeper walk-through, see Reading the Asset P&L Report.

Exporting a Report

Every report can be exported to Excel (.xlsx) using the Export button in the top-right corner. The download reflects the report’s current filters and includes each report’s full column set. Export is Excel only — there is no CSV option.

The Export button is disabled until the report has rows to export, so apply your filters first, then export.