Skip to main content

Sales Reports

Updated March 13, 2023

View Reports List

Following is a short explanation of each report.

Orders Summary​

The Orders Summary analyzes orders and NOT invoices.

Orders may have been Canceled or stuck in Draft or On Hold status, meaning they never brought in revenue. Make sure you're aware of your Order Status and Invoice Status filter settings.

To analyze revenue, filter your orders by Invoice Status, or use Billing Reports to analyze invoices.

You can filter orders by

  • Sales Rep
  • Order Type
  • Order Status
  • Invoice Status

And group orders by

  • Pickup Date (week or month)
  • Production
  • Sales Rep
  • Order Type
  • Order Status
  • Invoice Status
  • Invoice Date (week or month)

View Report

Orders Past Due​

See all unreturned orders with an expected return date of yesterday at midnight.

It filters for orders in the "Rented Out" and "Partially Returned" statuses.

A mini version of this report appears as a TODO list on the Dashboard page.

Past Due Orders TODO list

Line Items Past Due​

See all unreturned line items with an expected return date of yesterday at midnight.

It filters for line items in the "Rented Out" and "Partially Returned" statuses.

Returned Line Items​

See a live feed of returned line items sorted by their actual return date sorted by most recently returned first.

Supplier Performance Report​

For prop houses that pay out commissions to suppliers for all rentals.

For this to work, items must have a Supplier set for an inventory item (set the Supplier in the Edit Item modal > Advanced tab).

The item Supplier must be set before the item is added to an order as a line item. If it's not, you need to update the line item to include the supplier. To do this, open the Edit Line Item modal, click Menu then select Pull Inventory Item Changes.

Pull Inventory Item Changes