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Rental reports

Rental and resource reports

Updated over 2 months ago

You can obtain all relevant rental information by exporting rental reports.

You must be an administrator to export rental reports.

How to export

To do so, follow these steps:

  1. Go to the "Calendar" Tab

  2. Click the More options icon in the top right corner of the screen, then "Rental Report"

  3. In the panel, specify what information you want to be included in the export:

    • Date range: choose the relevant date interval

    • Choose the resource category(ies)

    • Choose whether to exclude canceled rentals

  4. Choose the report type (see below for details):

    1. Rentals

    2. Resources

  5. Click “Export”.

  6. Once downloaded, you may open the document using any service that support CSV files.

Report columns

The rental report contains the following columns:

Rentals

  • Rental Booking Id

  • Booked By

  • Booked Date

  • Booked Time

  • Client Name

  • Client Email

  • Client Phone

  • Client Mobile

  • Client Language

  • Client Postal Code

  • Reminder

  • Pick-up Date

  • Pick-up Time

  • Duration

  • Subtotal

  • Tax 1

  • Tax 2

  • Total

  • Paid

  • Balance

  • Staff Name

  • Services

  • Nb Resource

This report generates 1 row per rental.

Resources

  • Rental Booking Id

  • Booked By

  • Booked Date

  • Booked Time

  • Resource Identifier

  • Resource Name

  • Resource Location

  • Resource Status

  • Client Name

  • Client Email

  • Client Phone

  • Client Mobile

  • Client Language

  • Client Postal Code

  • Reminder

  • Pick-up Date

  • Pick-up Time

  • Duration

  • Price

  • Staff Name

  • Service Category

  • Service Name

  • Booking Question

  • Booking Answer

This report generates 1 row per rental.

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