Reports available to be Automated

Reports available to be Automated

The following reports can be set up to automatically process.  
1) Customers
- Customers Last Rented
- Insurance Expiration
- Invoice Breakdown
- Open Credits by Customer
- Open Orders
- Open Orders by Customer

2) Rentals
- Availability by Rate Class
- Items On Rent
- Lost Rentals and Sales
- Rental Charged vs Booked by Rate Class
- Rental Items Needed By Date
- Rental Serialized Not On Rent
- Rental Substitutions
- Rental Valuation
- Rental Valuation History
- Under Service by Rate Class

3) Merchandise
- Inventory Valuation
- Merchandise WIP
- Serialized Merch Counts Open
- Serialized Merchandise Counts

4) Service Department
- Maintenance Due
- Under Service

5) Purchase Orders
- Purchase Order History

6) Daily
- Cash Reporting
- Daily Register
- Delivery/Pickup
- Late Equipment
- Nightly Billed Orders
- Payments From Other Stores
- Rental Overbooking
- Reservations in Conflict
- Reservations/Open Orders
- Revenue Transactions

7) Management
- Invoices Paid From Other Stores
- Open Payments By Stores

8) Financial
- Aged Trial Balance
- Aged Trial Balance By Days Past Due
- Aged Trial Balance By Store
- CashFlow
- Fleet Summary
- Orders Subject To Nightly Bill
- Payment Summary
- Sales Commission
- Unbilled Revenue
- Yearly Revenue Comparison

(last updated 11/5/2025 on 3.0.0006.25304)

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