Essentials Reports
Reports Included In this Article
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Accounting Reports
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Customer Reports
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General Reports
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Inventory Reports
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Marketing Reports
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Transaction Reports
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Multi-Store Reports
Accounting Reports
Credit Card Audit
This report lists all credit card transactions.
Filters: First Name, Last Name, CC Transaction Time Start, CC Transaction Time End, Show All Transactions or Only Errors
Columns: Merchant, Transaction Type, Result, CC Transaction ID, CC Transaction Time, CC Postal Code, CC Amount, CC Issuer, CC First Six, CC Last Four, CC Expiration, CC AVS Response, CC CVC Response, CC Approval Code, CC Transaction Type, EMV Pin Statement, EMV AID, EMV Application Label, Customer Name, National Id, Remote Id, Company Name, Has Payment, Contract #, Transaction Start
Daily Totals Report
Gives a summary of each day from income and payments. Income is accrued at send out. NOTE: for tax reporting purposes, please use the Tax Reports not this report.
Filters: Date Range Start, Date Range End, Hide Manual GL Adjustments
Columns: Day, Payment Cash, Payment Credit, Payment Rounding, Payment Other, Payment Check, Rental Income, Sale Income, Asset Sale Income, Custom Income, Damage Waiver Income, Total Income, Total Payments, Total Prepayments/ Unapplied, Payments, Accounts Receivable, Deposit Returnable, Tax Payable
General Ledger (Accrual)
The contents of the General Ledger
Filters: Transaction Date Start, Transaction Date End, Transaction #, Customer Name
Columns: Contract #, Customer Name, Customer Company, National Id, Remote Id, Date Posted, Double Entry GUUID, Account Number, Memo, Debit, Credit, Processor
General Ledger (Accrual) Totals
The contents of the General Ledger grouped by account.
Filters: Transaction Date Start, Transaction Date End, Transaction #, Customer Name
Columns: Account Number, Memo, Debit, Credit, Processor
General Ledger (Closed Cash) QuickBooks Export
This report generates an IIF export file that can be imported into QuickBooks. The General Ledger entries will be rolled up to single entries for export. You can select a date rate to export, but it is suggested that this be done daily for the previous day. In order to avoid the potential of partial exports, this report will never export data for today. It must always be run for dates in the past.
Filters: Transaction Date Start, Transaction Date End, Transaction #, Customer Name
Columns: TRNSTYPE, Date, ACCNT, AMOUNT, DOCNUM, MEMO, NAME
General Ledger (Closed Cash)
The contents of the General Ledger displayed based on the closed date of the contract. Payments aren't considered posted until the contract is closed.
Filters: Transaction Date Start, Transaction Date End, Transaction #, Customer Name
Columns: Contract #, Customer Name, Customer Company, National Id, Remote Id, Date Posted, Account Number, Memo, Credit, Debit
General Ledger (Closed Cash) Totals
The contents of the General Ledger displayed based on the closed date of the contract, grouped by account.
Filters: Transaction Date Start, Transaction Date End, Customer Name
Columns: Account Number, Memo, Debit, Credit, Processor
General Ledger (Open Cash)
Traditional cash accounting general ledger. This report considers income received as payments are made.
Filters: Transaction Date Start, Transaction Date End, Transaction #, Customer Name
Columns: Contract #, Customer Name, National Id, Remote Id, Date Posted, Double Entry GUUID, Account, Memo, Method, Debit, Credit
General Ledger (Accrual) QuickBooks Export
This report generates an IIF export file that can be imported into QuickBooks. The General Ledger entries will be rolled up to single entries for export. You can select a date rate to export, but it is suggested that this be done daily for the previous day. In order to avoid the potential of partial exports, this report will never export data for today. It must always be run for dates in the past.
Filters: Transaction Date Start, Transaction Date End, Transaction #, Customer Name
Columns: Date, TRNSTYPE, ACCNT, AMOUNT, DOCNUM, MEMO, NAME
General Ledger Sage 50 UK Export
This report generates an Excel file that can be imported into Sage 50
Filters: Transaction Date Start, Transaction Date End, Transaction #, Customer Name
Columns: Type, Account Reference, Nominal A/C Ref, Department Code, Date, Reference, Details, Net Amount, Tax Code, Tax Amount
Payments Received
Payments and deposits collected and refunded.
Filters: Payment Date Start, Payment Date End, Card Last 4 Digits, Minimum Amount, Max Amount, Transaction #, Customer Name, Include
Columns: Contract #, Purchase Order #, Customer Name, National Id, Remote Id, Date Posted, Method, Reference Number, Notes, Type, Amount, Included Deposit, Register, Last Four
Tax Breakdown Report (Accrual)
This report shows the amount of tax accrued breaking each tax rate down into its component parts.
Filters: General Ledger Date Start, General Ledger Date End, Hide Manual GL Adjustments
Columns: Tax Type, Tax Code, Tax Breakdown, Accrued Total, Accrued Tax
Tax Breakdown Report (Closed Cash)
This report shows the amount of tax collected breaking each tax rate down into its component parts.
Filters: General Ledger Date Start, General Ledger Date End, Hide Manual GL Adjustments
Columns: Tax Type, Tax Code, Tax Breakdown, Collected/Closed Total, Collected/Closed Tax
Tax Report (Accrual)
This report shows the amount of tax liability accrued during the time frame. If you use accrual accounting this report can be used for tax reporting purposes.
Filters: General Ledger Date Start, General Ledger Date End, Hide Manual GL Adjustments
Columns: Tax Type, Tax Code, Accrued Total, Accrued Tax
Tax Report (Closed Cash)
This report shows the amount of tax collected during the time frame for transactions that are fully closed.
Filters: Closed Date Start, Closed Date End, Hide Manual GL Adjustments
Columns: Tax Type, Tax Code, Collected/Closed Total, Collected/Closed Tax
Transaction Payment Sync Fails
Shows transactions where there are payment detail records but the transaction payment view has not been updated.
Filters: Transaction Number (number only)
Columns: Contract #, Payment Detail Amount, Synced Amount
Customer Reports
Customer Count by Channel
This report shows a count of customers created by the channel.
Filters: Created Date Start, Created Date End, Choose Tags, Group by Time Period
Columns: Source, Source Detail, Channel Count, Contract Totals
Customer List
This report allows you to search for customer details via name. NOTE: Invoiced Totals include all invoiced amounts regardless of contract status. Order Totals include Totals from all Contracts in Order or Received/Closed status even if they have not yet been invoiced. Only transactions within the Transaction Date filter will be included in the summary. Transaction Date filter will not exclude any customers even if they have no transactions in the range.
Filters: First Name, Last Name, Transaction Date Start, Transaction Date End, Created Date Start, Created Date End, Choose Tags, Expiration Date Start, Expiration Date End,
Columns: Customer Name, National Id, Remote Id, Company Name, Customer Since, Job Title, Primary Phone, Email, Marketing Opt In, Address, City, State, Postal Code, Tax Free, Damage Waiver Exempt, Order Total for Date Range, Order Outstanding for Date, Range, Invoiced for Date Range, Outstanding Invoiced for Date Range, Source, Comments, Customer Tags
Customer Locations
This report allows you to see where your customers reside
Filters: None
Columns: City, State/Province, Country, Number of Customers
Outstanding Invoice List
A list of invoices for contracts with outstanding amounts.
Filters: First Name, Last Name, Company Name, Invoice Number, Only show invoices for unpaid contracts, Invoice Date Start, Invoice Date End
Columns: Picked Up By, Customer Name, National Id, Remote Id, Invoice Number, Total Rental, Net Paid, Rounding Applied, Outstanding, Transaction First Item, Last Invoice, Total Invoiced
Repeat Customer
This report shows data about repeat customers within a timeframe
Filters: Company, Customer Repeat Date Range Start, Customer Repeat Date Range End
Columns: Source, Total Transactions, Transactions per Customer, Transactions per Repeat Customer, Repeat Customer Count, Repeat Customer %
General Reports
Category Income
This report lists all categories and income from those categories -- NOTE: Category and Item based reports that report on income may have discrepancies of a few pennies due to rounding.
Filters: Category, Transaction Sent Out Date Start, Transaction Sent Out Date End, Include Reservations, Transaction End Date Start, Transaction End Date End
Columns: Category, Contract #'s, Customers, Remote Ids, Total Income, Line Items
Category Return on Investment
This report calculates the return on investment for categories of items. Return on investment is net income divided by the purchase price and maintenance cost. -- NOTE: Category and Item based reports that report on income may have discrepancies of a few pennies due to rounding.
Filters: Category, ROI Formula, Rental Start Date/Quick Sale Date Start, Rental Start Date/Quick Sale Date End
Columns: Category, Transactions, Total Income, Income From Rental, Purchase Cost, Maintenance Expense, Net, Avg Rental, ROI, Total Owned, Last Rented, First Purchased
Custom Question
This report lists all custom question answers during a timeframe
Filters: Answer Date Start, Answer Date End
Columns: Label, Question, Answer, Type
Depreciation
Gives a detailed list of current and/or past depreciation values for Items setup to be depreciated
Filters: Depreciation Schedule, Depreciation Class, Inventory Item, Month, Year
Columns: Schedule Name, Class Name, Item Name, Serial Number, Model Name, Purchase Order, Purchase Qty, Purchase Date, Depreciation Month, Year, Purchase Price, Current Depreciation, Total Depreciation, Book Value, Salvage Value
Idle Timeout Log
This reports shows information about users logged out due to inactivity
Filters: Store, Logout Date Start, Logout Date End
Columns: Company Id, Store Number, Username, Logout Date, Time Spent Idle (seconds)
Inactive Inventory
This report shows inventory that has not been rented or sold during a specified period of time.
Filters: Item Name, Category, Inactivity Start, Inactivity End
Columns: Item Name, Item Key, Category, Type, Model Name, Model Number, Serial Number, Barcode, Disabled, Transactions, Total Income, Purchase Cost, Maintenance Expense, Net, Avg Rental, ROI, Total Owned, Last Rented, First Purchased
Inventory Estimated Payments
This report includes all payments made on the respective dates. Because payment is made against a contract and not individual items, this report will assume payments are evenly distributed to items and stray pennies may be rounded (for partial payments).
Filters: Payment Date Start, Payment Date End
Columns: Item, Debit, Credit
Inventory Income
This report lists all items and income from those items, total does not include damage waiver.
Filters: Item Name, Category, Store, Transaction Date Start, Transaction Date End
Columns: Store Number, Company Name, Item ID Number, Item Name, Item Key, Category, Type, Disabled, Total Income, Transactions, Total Owned
Inventory Income By Day
This report lists all items and income from those items by day for all transactions that have been received within the date range specified. Transactions that are still out are excluded.\
Filters: Item Name, Category, Transaction Date Start, Transaction Date End
Columns: Day, Item Name, Item Key, Category, Type, Model Name, Model Number, Disabled, Total Income, Transactions, Total Owned
Inventory Income By Day - Closed Cash
This report lists all items and income from those items. This report excludes transactions closed multiple times. -- NOTE: Category and Item based reports that report on income may have discrepancies of a few pennies due to rounding.
Filters: Category, Transaction Closed Date
Columns: Item, Total Income, Count
Inventory Income By Stock
This report lists all items and income from those items, total does not include damage waiver.]
Filters: Item Name, Category, Transaction Date Start, Transaction Date End
Columns: Item Name, Item Key, Category, Type, Model Name, Model Number, Serial Number, Disabled, Total Income, Transactions, Total Owned
Inventory Return on Investment
This report calculates the return on investment for all items. Return on investment is net income divided by the purchase price and maintenance cost. It includes Life, Year-to-date and Rolling 12 Months
Filters: Calculate Until Date, ROI Formula, Item Name, Category, Inventory Item
Columns: Item Name, Item Key, Investment Strategy, Category, Type, Model Name, Model Number, Serial Number, Disabled, Purchase Cost, Life Transactions, Life Total Income, Life Maintenance Expense, Life Net, Life Avg Rental, Life ROI, LTD Transactions, LTD Total Income, LTD Maintenance Expense, LTD Net, LTD Avg Rental, LTD ROI, R12 Transactions, R12 Total Income, R12 Maintenance Expense, R12 Net, R12 Avg Rental, R12 ROI, Total Owned, Last Rented, First Purchased
Inventory Valuation
This report calculates the total investment of inventory in a store. The investment amount is calculated off of the total quantity on hand times the original purchase price with sales decremented by FIFO and transfers by LIFO.
Filters: As of Date, Category
Columns: Category, Key, Number, Name, Model, S/N, Model Year, Age (yrs), Purchase Date, PO #, Ordered, Sold, Transferred, On Hand, Purchase Price, Extended Cost, Extra Charges
Potential Future Revenue
This report lists all contract totals in any status where there is an amount due
Filters: Transaction Date Start, Transaction Date End, Include Quotes
Columns: Contract #, Customer, National Id, Remote Id, Start, Status Code, Grand Total, Total Paid, Balance
Transactions Closed Multiple Times
This report is often used with the Inventory Income by Day Closed Cash report. It lists the contracts that were reopened so if you keep track of income on an item level you can decide where income from modifications belongs.
Filters: Transaction Closed Date
Columns: Contract #, First Name, Last Name, National Id, Remote Id, Closed Date, Collected
Inventory Reports
Availability Delay List
This report shows items that are currently in maintenance due to an availability delay.
Filters: Item Name, Category, Unavailability Type
Columns: Contract #, Item Key, Item Name, Stock Information, Quantity, Into Maintenance On, Out of Maintenance On, Location, Category, Replacement Cost, Disabled, Log Notes, Unavailability Type
Average Rental Duration Per Item
This report displays the average rental duration per item
Filters: Item Name, Category, Duration Unit
Columns: Added, Item Name, Item Key, Deposit, Category, Base Rate, Replace Cost, Type, Minimum Duration, Disabled, Average Rental Duration
Conflicting Overbooks
This report shows all LineItems that are currently overbooked against the specified Transaction.
Filters: Transaction, Category
Columns: Store Number, Contract #, Customer Name, National Id, Start Date, End Date, Overbooked Instances, Item Name, Item Key, Dismissed, Status Code, Quantity
Inventory Damage Report
This report shows a list of all damage reported against your inventory regardless of loss
Filters: Item Name, Category, Customer Name, Transaction End Date Start, Transaction End Date End
Columns: Item Name, Model Name, Contract #, Picked Up By, Customer Name, National Id, Remote Id, Contract Returned, Loss Details
Inventory List
This report allows you to search your inventory by name
Filters: Item Name, Category, Created Start, Created End, Include Unserialized Kits
Columns: Added, Item Name, Item Key, Deposit, Category, Base Rate, Type, Item Location, Item Bin, Minimum Duration, Model, Name, Model Number, Serial Number, Serialized Location, Current Renter, National Id, Remote Id, Current Renter Address, Barcode, Current Meter, Meter Type, Condition, Stock Bin, Replace Cost, Total Qty, Qty Out, Total Replace Cost, Cost, Disabled, Serialized, Sold Date, Total Sold Price, Total Sold
Inventory Loss Report
This report shows a list of all inventory lost/damaged sorted by date.
Filters: Item Name, Category, Customer Name, Date Start, Date End
Columns: Item Name, Model Name, Contract #, Picked Up By, Customer Name, National Id, Remote Id, Date of Loss, Loss Details, Qty.
Inventory Loss Summary
This report shows total inventory lost/damaged over a specified time period.
Filters: Item Name, Category, Date Start, Date End
Columns: Item Name, Losses for Date Range, Replacement Cost for Date Range, Total Losses, Total Replacement Cost, Avg. Monthly Losses, Avg. Monthly Replacement Cost
Inventory Maintenance List
This report allows you to search your inventory by name and show maintenance performed.
Filters: Item Name, Category, Status, Maintenance Date Start, Maintenance Date End, Include Availability Delays?, Maintenance Type, Billing Type
Columns: Item Key, Item Name, Stock Information, Unavailability Record, Total Maintenance Cost, Maintenance Meter Information, Current Meter Information, Originally Added, Category, Replacement Cost, Disabled, Maintenance Type, Billing Type, Maintenance Status, Location, Log Notes, Parts/Labor
Inventory Meter History
This report allows you to search your inventory meter history.
Filters: Item Name, Model Name, Meter Type, Usage Range Start, Usage Range End
Columns: Rental Date, Item Name, Item Key, Model Name, Model Number, Status, Inventory Id, Serial Number, Date Returned, Meter Start, Meter End, Usage, Meter Type, Condition, Item Bin, Minimum Duration, Barcode, Stock Bin, Replace Cost
Inventory Purchase History
This report displays a history of purchases and sales made for each inventory item.
Filters: Item Name, Category, Date Recorded Start, Date Recorded End
Columns: Date Recorded, Date Added, Item Name, Item Key, Category, Type, Item Bin, Model Name, Model Number, Serial Number, Current Meter, Meter Type, Condition, Stock Bin, Unit Replace Cost, Unit Actual Cost, Qty Purchased, Total Cost
Inventory Serialization Breakdown
This report shows you a bar chart with a breakdown between serialized and unserialized items
Filters: None
Columns: Type, Count
Inventory Utilization
This report allows you to see how active your rental items are. Utilization is calculated as: the number of minutes of rental duration that are finalized in the date range requested OVER the total number of minutes in that range. Note: This report will not be accurate if the purchase and sale records for your items are not set correctly!
Filters: Item Name, Category, Transaction Range Start, Transaction Range End, Include Currently Disabled Items?, Use Available date instead of purchase date?
Columns: Item Name, Item Key, Category, Type, Model Name, Model Number, Serial Number, Disabled, Time Rented, Potential Time, Utilization, Total, Total Owned
Minimum Inventory Availability Over a Range
This report allows you to specify a range and it will tell you the minimum availability for all inventory out during that time.
Filters: Item Name, Category, Transaction Overlaps With - Start, Transaction Overlaps With - End
Columns: Item Name, Item Key, Total Qty, Max Qty Out, Unavailable, Minimum Available
Overbooked Inventory
This report shows you any inventory that is overbooked
Filters: Transaction, Item Name, Category, Transaction Date Start, Transaction Date End
Columns: Contract #, Completely Overbooked, Transaction Start Date, Transaction End Date, Item Name, Item Key, Category, Serial #, Total Inventory, Contract Quantity, Conflicting Contract #, Conflicting Transaction Start Date, Conflicting Transaction End Date, Conflicting Quantity, Quantity Available
Picture Sheet
This report shows item detail and photos.
Filters: Item Name, Category, Created Start, Created End
Columns: Item Picture, Added, Item Name, Item Key, Deposit, Category, Base Rate, Type, Minimum Duration, Model Name, Model Number, Current Meter, Meter Type, Qty, Disabled
Price List
This report shows the prices for all items and durations. Optionally include sale items and choose specific categories or durations.
Filters: Include Sales, Category, Duration
Columns: Item, 1 Day, Week, Month, 1/2 Day, 1 Hour
Scheduled Maintenance
This report shows all items that have scheduled maintenance along with the last time the scheduled maintenance was performed for the serialized items of that item
Filters: Item Name, Category, Scheduled Maintenance,
Columns: Item Name, Item Key, Stock Information, Meter Information, Scheduled Maintenance, Schedule Interval, Last Performed, Maintenance Meter Information, Originally Added, Category, Replacement Cost, Disabled
Scheduled Maintenance Due
This report shows items that are due for scheduled maintenance.
Filters: Item Name, Category, Scheduled Maintenance, Status, Maintenance Due in How Many Days?, Maintenance Due in How Many Meters?, Maintenance Due in How Many Rentals?
Columns: Item Name, Item Key, Stock Information, Meter Information, Scheduled Maintenance, Schedule Interval, Last Performed, Due Time Reset, Maintenance Due, Due in, Last Maintenance Meter, Due in Meter, Originally Added, Category, Replacement Cost, Disabled
Sellable Items Report
Shows items marked as sellable with depreciation values
Filters: Item Name, Only show items marked Sellable
Columns: Item Name, Model Name, Model Number, Serial Number, Condition, Purchase Price, Current Depreciation, Total Depreciation, Book Value, Salvage Value
Serialized Inventory Aging
This report shows the age of your inventory
Filters: Item Name, Category, Minimum Age in Years (Optional), Maximum Age in Years (Optional)
Columns: Purchased, Item Name, Item Key, Deposit, Category, Base Rate, Minimum Duration, Model Name, Model Number, Serial Number, Current Meter, Meter Type, Disabled, Age
Serialized Inventory History
This report shows a detailed list of transactions attached to the serialized inventory
Filters: First Name, Last Name, Category, Rental Start Date/Quick Sale Date Start, Rental Start Date/Quick Sale Date End, Item Name
Columns: Contract #, Customer Name, National Id, Remote Id, Company Name, Job Title, Primary Phone, Email, Postal Code, Item, Category, Start, Manufacturer, Model, Variant, Serial Number, Total (no tax), Due, Returned, Type, Duration Hours, Status Code, Completed
Serialized Kit List
This report shows your serialized kits and their contents
Filters: Item Name, Category, Created Start, Created End
Columns: Added, Item Name, Item Key, Deposit, Category, Base Rate, Item Location, Minimum Duration, Kit Name, Components, Pieces, Kit Number, Kit Serial Number, Kit Location, Barcode, Current Meter, Meter Type, Condition, Replace Cost, Disabled
Stock Take Report
A report to use for doing inventory. Total Qty takes into account transfers to/from and also includes items in maintenance.
Filters: Show All Items or Only Reorder Eligible, Item Name, Category, Show Stock On Day at 00:00 (Leave blank for now)
Columns: Item Name, Item Key, Total Qty, Qty Out, Unavailable, Available, Reorder Point, Reorder Amount, Order Amount
Unserialized Kit List
This report shows your unserialized kits and their contents. Max Rentable shows the total quantity of that item that you own that are not in maintenance.
Filters: Item Name, Category, Created Start, Created End
Columns: Item Name, Added, Item Key, Deposit, Category, Base Rate, Item Location, Minimum Duration, Barcode, Replace Cost, Disabled, Suggested Item, Type, Required Quantity, Max Rentalable
Marketing Reports
Income by Postal Code
This report shows the income generated by each postal code. The Transaction Totals includes contract totals paid and unpaid and includes all tax.
Filters: Transaction Date Start, Transaction Date End
Columns: Postal Code, City, State/Province, Total Customers, Selected Contracts, Selected Transaction Totals, Selected Average, Life Contracts, Life Transaction Totals, Life Average
Transaction Reports
Closed Transaction Search Report
This report shows basic information about transactions and allows many search options.
Filters: First Name, Last Name, Rental Start Date/Quick Sale Date Start, Rental Start Date/Quick Sale Date End, Include All Statuses, Company Name, Transaction Number (number only), Special Requests, Special Contract Terms, Item Name
Columns: Contract #, Purchase Order #, Picked Up By, Customer Name, National Id, Remote Id, Company Name, Address 1, Address 2, City, State/Province, Postal Code, Country, Total Rental, Received Date, Outstanding, Transaction First Item, Last Invoice, Driver's License Verified, Insurance Verified
Closed Transactions with Outstanding Balances
This report shows a detailed list of transactions by Customer. It only includes transactions where the items are received but amount due is not $0.
Filters: First Name, Last Name, Transaction Date Start, Transaction Date End
Columns: Contract #, Purchase Order #, Picked Up By, Customer Name, National Id, Remote Id, Company Name, Address 1, Address 2, City, State/Province, Postal Code, Country, Total Rental, Net Paid, Rounding Applied, Received Date, Outstanding, Transaction First Item, Last Invoice, Aging Days
Combined Picklist
This report allows you to create a combined picklist for multiple orders
Filters: First Name, Last Name, Comma separated list of Transaction Keys(e.g. 232,233), Rental Start Date/Delivery Date Start, Rental Start Date/Delivery Date End, Choose Tags, Choose Warehouse, Show only line items with these statuses
Columns: Contract #, Picked Up By, Driver's License Verified, Insurance Verified, Customer Name, National Id, Remote Id, Company Name, For Delivery, Item, Key, Model, Variant, Serial Number, Bin, Warehouse, PO #, Address, Quantity, Start, Line Item Notes, Last Scan, Scan Details, Transaction Tags, Customer Tags, Item Tags, Status
Daily Deliveries and Pickups
This report shows a detailed list of deliveries and pickups for any date.
Filters: Delivery/Pickup Date Start, Delivery/Pickup Date End, Delivery Vehicle Name, Include Delivered Contracts not Marked for, Pickup?, Include Pickups?, Choose Tags
Columns: Contract #, Type, Time, Address, Location Name, Latitude, Longitude, Instructions, Event Instructions, Assigned Vehicle, Delivery / Pickup Windows, Tags, Phone, Customer, National Id, Remote Id, Items
Daily Deliveries and Pickups (Export Version)
This report shows a detailed list of deliveries and pickups for any date suitable for export to csv.
Filters: Delivery/Pickup Date Start, Delivery/Pickup Date End, Delivery Vehicle Name, Include Delivered Contracts not Marked for Pickup?, Include Pickups?
Columns: Contract #, Type, Time, Location Name, Address, Suite, City, State/Province, Postal Code, Instructions, Assigned Vehicle, Delivery / Pickup Windows, Customer Company, Customer, National Id, Remote Id, Phone, Items, Transaction Id, Customer Id
ESignature List Report
This report shows a detailed list of all requested and received ESignatures.
Filters: First Name, Last Name, Category, Rental Start Date/Quick Sale Date Start, Rental Start Date/Quick Sale Date End, Inventory Item
Columns: Contract #, Picked Up By, Esig Document Id, Customer Name, National Id, Remote Id, Company Name, Job Title, Primary Phone, Email, Postal Code, Start, Due, Requested On, Signed On
Future Transactions by Inventory Item
This report shows a list of transactions by category, inventory item, or customer. Defaults to future transactions.
Filters: First Name, Last Name, Category, Inventory Item, Transaction Date Start, Transaction Date End, Include Quotes
Columns: Contract #, Picked Up By, Customer, National Id, Remote Id, Item, Category, Quantity, Start, Due, Returned, Availability Delay, Manufacturer, Model, Variant, Serial Number, Type, Status Code, Driver's License Verified, Insurance Verified, Fully Paid
Grouped Combined Picklist
This picklist report is for multiple orders grouped by item-serial numbers and filtered on tags.
Filters: First Name, Last Name, Choose Tags, Choose Warehouse, Show only line items with these statuses
Columns: Item, Key, Model, Serial Number, Bin, Warehouse, Address, Quantity, Earliest Start, Transaction Tags, Customer Tags, Item Tags, Remote Id, Status
Item Count by Channel
This report shows a count of items from contracts created by the channel.
Filters: Created Date Start, Created Date End, Choose Tags, Group by Time Period
Columns: Source, Source Detail, Channel Count
Manual Periodic Billing Payments Due
This report shows payments due for contracts longer than specified period.
Filters: Rate Interval (days), Transaction Date Start, Transaction Date End, Transaction #, Customer Name
Columns: Contract #, Purchase Order #, Picked Up By, Customer Name, National Id, Remote Id, Start Time, End Time, Grand Total, Total Paid, Days Since Last Payment, Payment Rate
Mismatched Subrentals
This report shows a list of transactions with subrentals that either do not cover the full quantity needed or extend the availability past the quantity needed to satisfy the overbooking. Please note quotes are not included in this report.
Filters: Category, Rental Start Date Start, Rental Start Date End, Inventory Item
Columns: Contract #, Rental Start, Rental Due, Item Name, Subrental Start, Subrental Due, Quantity Rented, Quantity Subrented, Subrental Quantity Needed
Missed Rentals
This report shows the missed rentals that have been reported
Filters: Item Name, Created Start, Created End
Columns: Transaction Id, Created, Customer, Contract, National Id, RemoteId, Item, Contact Type, Quantity, Amount, Reason, Notes
Monthly Financial Close
This is a custom report designed to provide specific information to a particular customer. If you are not the customer that requested this report, be aware that it may change unexpectedly.
Filters: Category, Rental Start Date/Quick Sale Date Start, Rental Start Date/Quick Sale Date End, Transaction Creation Date Start, Transaction Creation Date End, Show only transactions in these statuses, Include Canceled/Removed Line Items, Include Rentals and Sales
Columns: Contract #, Transaction Status, Created Date, Customer Name, National Id, Remote Id, Company Name, Job Title, Primary Phone, Address, Email, Postal Code, Unique ID, Item, Category, Quantity, Start, Due, Subrented, Subrented Vendor Name, Subrented Quantity, Subrented Total, Manufacturer, Model, Type, Serial Number, Total (no tax), Rental Tax Item, Rental Tax Rate, Sale Tax Item, Sale Tax Rate, Damage Waiver Tax Item, Damage Waiver Tax Rate, Total (with tax), Avg Cost, Charged Duration, Status Code, Completed, Line Item Removed, Item Deleted, Transaction Cancelled
Open Orders
This report shows all open orders and the amounts due
Filters: Transaction Date Start, Transaction Date End, Transaction #, Customer Name, Include Closed Contracts,
Columns: Contract #, Purchase Order #, Status, Reservation Name, Customer Name, National Id, Remote Id, Start Time, End Time, Grand Total, Sales Total, Rental Total, Damage Waiver Total, Net Paid, Amount Due, Days Past Due, Last Payment Date
Reservations by Channel
This report shows the number and % of accounts created by channel and number and % of reservations created by those customers.
Filters: Created Date Start, Created Date End
Columns: Source, Source Detail, Account Count, Account Percentage, Reservation Count, Reservation Percentage
Sales Funnel
This report shows how many transactions convert from quotes based on the date the quote was created. It will count conversions and payments after the date range as long as the transaction was created during the date range.
Filters: Transaction Created Start, Transaction Created End
Columns: Quotes Created, Total Customers, Possible Income, Actual Payments, Converted To Reservation, Converted To Order
Sales Funnel by Employee
This report shows how many transactions convert from quotes based on the date the quote was created. It will count conversions after the date range. The employee that created the quote is given credit for the life of the transaction.
Filters: Transaction Created Start, Transaction Created End
Columns: Employee, Quotes Created, Total Customers, Possible Income, Actual Payments, Credit Card, Other, Check, Cash, Refunds, Held Deposits, Converted To Reservation, Converted To Order
Sales Report
This report shows the cost, sale price, and markup for sale items that are on transactions. Sale Amount takes into account discounts and surcharges on the item and transaction.
Filters: Customer First Name, Customer Last Name, Category, Contract Start Date Start, Contract Start Date End, Inventory Item, Include Canceled/Removed Line Items
Columns: Contract #, Transaction Start Date, Transaction Due Date, Picked Up By, Customer Name, National Id, Remote Id, Item ID, Item, Category, Quantity, Avg Cost, Total Avg Cost, Sale Amount, Sale Markup, Markup %
Salesperson Commission Report
This report shows transactions associated with a salesperson and provides commission totals
Filters: Salesperson, Sale/Sendout Date Start, Sale/Sendout Date End, Transaction Creation Date Start, Transaction Creation Date End, Company Name, Customer First Name, Customer Last Name, Include Online and Counter Rentals, Show only transactions in these statuses, Choose Tags
Columns: Salesperson, Contract #, Purchase Order #,, Sales Total, Rental Total, Grand Total, Commission Rate, Rental, Commission, Sales Commission, Total Commission, Customer Name, National Id, Remote Id, Primary Phone, Address, Email, Postal Code, Items, Total Items, Start Time, Created Time, Due, Status Code, Source, Online Order, Completed, Sales Discount %, Rental Discount %, Sale Discount Name, Sales Discount, Rental Discount Name, Rental Discount, Transaction Tags, Customer Tags
Transaction Count by Channel
This report shows a count of contracts created by channel.
Filters: Created Date Start, Created Date End, Choose Tags, Group by Time Period
Columns: Source, Source Detail, Channel Count, Contract Totals
Transaction History
This report shows a summary of the history of a transaction or transactions
Filters: Transaction
Columns: Type, Action, Changed By, Changed On, Changes, Custom Transaction Type
Transaction List
This report shows a detailed list of transactions and line items by Customer.
Filters: First Name, Last Name, Category, Rental/Quick Sale Date Start, Rental/Quick Sale Date End, Transaction Creation Date Start, Transaction Creation Date End, Show only transactions in these statuses, Show only transactions with these origins, Company Name, Inventory Item, Include Canceled/Removed Line Items, Include Rentals and Sales, Choose Tags, Salesperson, Custom Transaction Type
Columns: Contract #, Purchase Order #, Reservation Name, Picked Up By, Customer Name, National Id, Remote Id, Company Name, Job Title, Primary Phone, Address, Email, Postal Code, Custom Transaction Type, Item ID, Item, Category, Quantity, Created, Created Time, Start Time, Manufacturer, Model, Variant, Type, Serial Number, Total (no tax), Avg Cost, Sale Markup, Due, Charged Duration, Source, Status Code, Completed, Line Item Removed, Item Deleted, Transaction Cancelled, Transaction Tags, Customer Tags, Item Tags, Driver's License Verified, Insurance Verified, Salesperson
Transaction List By Current Closed Date
This report shows a detailed list of transactions by Customer summarized by transaction. Note that closed date can change if a contract is re-opened and re-closed.
Filters: First Name, Last Name, Closed Date Start, Closed Date End, Company Name, Exclude Reopened Transactions, Include Canceled/Deleted Transactions, Include a Pretax Item Category Broken-out, Custom Transaction Type
Columns: Contract #, Purchase Order #, Originating Employee, First Payment Employee, First Payment Time, Picked Up By, Customer Name, National Id, Remote Id, Company Name, Job Title, Primary Phone, Address, Email, Postal Code, Items, Total Items, Start, Pretax Damage Waiver, Tax Free Damage Waiver, Pretax Rental, Tax Free Rental, Pretax Sale, Tax Free Sale, Pretax Rental Asset Sale, Tax Free Rental Asset Sale, Pretax Total, Total Tax, Grand Total, Custom Transaction Type, Pretax Breakout Category, Closed Date, Charged Duration, Source, Fully Paid, Transaction Cancelled, Driver's License Verified, Insurance Verified, Reference Number
Transaction List Overview
This report shows a detailed list of transactions by Customer summarized by transaction
Filters: First Name, Last Name, Rental Start Date/Quick Sale Date Start, Rental Start Date/Quick Sale Date End, Transaction Creation Date Start, Transaction Creation Date End, Company Name, Include Canceled/Deleted Transactions, Include ONLY Discounted Transactions, Include Delivered Transactions, Include Online and Counter Rentals, Show only transactions in these statuses, Choose Tags, Salesperson
Columns: Contract #, Purchase Order #, Employees, Picked Up By, Customer Name, National Id, Remote Id, Company Name, Job Title, Primary Phone, Address, Email, Postal Code, Special Instructions, Items, Total Items, Start Time, Affect Availability Start, Created Time, Pretax Damage Waiver, Tax Free Damage Waiver, Pretax Total, Sales Total, Rental Total, Total Tax, Grand Total, Due, Charged Duration, Source, Status Code, Online Order, Completed, Transaction Cancelled, Sales Discount %, Rental Discount %, Sale Discount Name, Sales Discount, Rental Discount Name, Rental Discount, Rental Commission, Sales Commission, Total Commission, Transaction Tags, Customer Tags, Item Tags, Driver's License Verified, Insurance Verified, Salesperson
Transaction List With ItemId
This report shows a detailed list of transactions and line items by Customer.
Filters: First Name, Last Name, Category, Rental Start Date/Quick Sale Start Date, Rental End Date/Quick Sale End Date, Transaction Creation Date Start, Transaction Creation Date End, Show only transactions in these statuses, Company Name, Inventory Item, Include Cancelled/Removed Line Items, Include Rentals and Sales, Custom Transaction Type
Columns: Contract #, Purchase Order #, Reservation Name, Picked Up By, Customer Name, National Id, Remote Id, Company Name, Job Title, Primary Phone, Address, Email, Postal Code, Custom Transaction Type, Item Id, Item Instance Id, Item, Category, Quantity, Start, Manufacturer, Model, Variant, Type, Serial Number, Total (no tax), Avg Cost, Sale Markup, Due, Charged Duration, Source, Status Code, Grand Total, Amount Paid, Completed, Item Instance Id, Line Item Removed, Item Deleted, Transaction, Cancelled, Driver's License Verified, Insurance Verified
Transaction List by Invoice Date
This report shows a detailed list of transaction line items by the invoice date, Date is the date sent out. Canceled or Contracts without invoices are excluded.
Filters: First Name, Last Name, Category, Invoice Start Date, Invoice End Date, Company Name, Inventory Item, Include Cancelled/Deleted Line Items, Custom Transaction Tags
Columns: Contract #, Purchase Order #, Date, Company, Picked Up By, Customer, National Id, Remote Id, Type, Item, Quantity, Unit Price, Total (no tax), Source, Job Title, Customer Transaction Type, Invoice Number, Invoice Date, Driver’s License Verified, Insurance Verified
Units Per Transaction
This report shows the number of line items in a transaction, or on a contract.
Filters: Created Start Date, Created End Date, Salesperson
Columns: Contract #, TransactionID, Date, Type, Customer, Salesperson, Units Per Transaction, Total, Average Per Unit
Upcoming Subrentals
This report shows all subrentals grouped by vendor. It defaults to the upcoming subrentals for the next week.
Filters: Item Name, Rental Start Date/Quick Sale Start Date, Rental End Date/Quick Sale End Date
Columns: Contract #, Item, SubRent Vendor, SubRent PO. Subrent As, SubRent Quantity, Total Price, Item Quantity, SubRent Start, Transaction Start, Translation Date, SubRent End
Multi-Store Reports
| ℹ️ This is only available to customers who are using a multi-store environment. |
Customers with Debt
A list of contracts with outstanding amounts.
Filters: Company, First Name, Last Name
Columns: Store Number, Contract, Created Date, Due Date, Deposit Type, Deposits Held, Picked Up By, Customer Name, National Id, Remote Id, Total Rental, Net Paid, Rounding Applied, Outstanding
Employee Report
This is an overview of Employees
Filters: Store
Columns: Store Name, Store Number, First Name, Last Name, Job Title, Office Phone, Email, Username, Role
Financial Summary
This is an overview of company financials.
Filters: Transaction Date Start, Transaction Date End, Company
Columns: Store Name, Store Number, Account Number, Account Name, Date Posted, Total Debit, Total Credit
Inventory Exception & Rental Readiness Detail
This report shows suggested items quantity on hand in relation to the parts they are connected to in order to determine if there are enough components to satisfy all parts. Report can also show overages where more than enough suggested items exist to fulfill all parts.
Filters: Company, Optional suggested items prevent rental, Display Overage items
Columns: Store, RE Item ID, RE Item Name, Item Key, Prevents Rental, Needed Automatic Suggested, Needed Choose One, Suggested, Needed Optional Suggested, Total Items Needed, Quantity On Hand, Difference, Package/Kit Items Affected
Inventory Exception & Rental Readiness Summary
This report shows items quantity on hand in relation to their suggested items (rolled up to parent item). Filter on category if desired.
Filters: Company, Category
Columns: Store, RE Item ID, RE Item Name, Item Key, Quantity On Hand, Max Possible, Limiting Components, Automatic, Choose One, Optional, Total Automatic, Total Choose One, Total Optional
Inventory Transfer List
This report allows you to search your transferred inventory by name
Filters: Item Name, Category, Transfer Date Start, Transfer Date End
Columns: Transferred, Item Name, Item Key, Barcode, Category, Type, Model Name, Serial Number, Disabled, Transfer From, Transfer To, Qty Transferred
Items Entered into System
This shows all items entered into the system within a date range
Filters: Entry Date Start, Entry Date End, Company, Hide Deleted Items
Columns: Company Name, Store Number, Barcode, Sale Barcode, Product Barcode, Item Name, Model Name, Quantity, Serial Number, Stock Creation Date, Condition, Purchase Order, Item Deleted Date
Items Sold
This shows all items sold within a date range
Filters: Transaction Date Start, Transaction Date End, Company, Hide Deleted Items
Columns: Sale Date, Company Name, Store Number, Item Name, Serial Number, Model Name, Sale Amount, Quantity, Barcode, Sale Barcode, Product Barcode, Contract #, Customer Name, National Id, Remote Id, Item Deleted Date
Missed Rentals [Multistore]
This report shows the missed rentals that have been reported
Filters: Company, Item Name, Created Start, Created End
Columns: TransactionId, Company Name, Store Number, Created, Customer, Contract, National Id, Item, Contact Type, Quantity, Amount, Reason, Notes
Multistore General Ledger
The contents of the general ledger for multistore
Filters: Transaction Date Start, Transaction Date End, Customer Name, Company, Transaction Number (number only), Account Number
Columns: Contract #, Company Name, Store Number, Customer Name, National Id, Remote Id, Start Time, End Time, Date Posted, Double Entry GUUID, Account Number, Account Name, Account Description, Debit, Credit, Processor, Reference Number
Multistore Item Availability
This report shows you availability across stores for a single item for a week
Filters: Item, Availability Date Start, Availability Date End
Columns: Company Id, Company Name, Store Number, Dates
Multistore Overbooked Inventory
This report shows you any inventory that is overbooked across multiple stores
Filters: Company, Contract Number, Item Name, Category, Transaction Date Start, Transaction Date End
Columns: Store Name, Contract #, Completely Overbooked, Transaction Start Date, Transaction End Date, Item Name, Item Key, Category, Serial #, Total Inventory, Contract Quantity, Conflicting Contract #, Conflicting Transaction Start Date, Conflicting, Transaction End Date, Conflicting Quantity, Quantity Available
Multistore Tax Breakdown Report (Accrual)
This report shows the amount of tax accrued breaking each tax rate down into its component parts.
Filters: General Ledger Date Start, General Ledger Date End, Hide Manual GL Adjustments
Columns: Store, Store Number, Tax Type, Tax Code, Tax Breakdown, Accrued Total, Accrued Tax
Multistore Tax Report (Accrual)
This report shows the amount of tax liability accrued during the time frame. If you use accrual accounting this report can be used for tax reporting purposes.
Filters: General Ledger Entry Date Start, General Ledger Entry Date End, Hide Manual GL Adjustments
Columns: Store, Store Number, Tax Type, Tax Name, Accrued Total, Accrued Tax, Region ID, Region Store
Multistore Tax Report By Transaction (Accrual)
This report shows the amount of tax liability accrued during the time frame broken down by transaction. If you use accrual accounting this report can be used for tax reporting purposes.
Filters: General Ledger Entry Date Start, General Ledger Entry Date End, Hide Manual GL Adjustments
Columns: Store, Store Number, Contract #, Tax Type, Tax Name, Total, Tax Collected
Multistore Transaction List By Current Closed Date
This report shows a detailed list of transactions by Customer summarized by transaction. Note that closed date can change if a contract is re-opened and re-closed.
Filters: First Name, Last Name, Closed Date Start, Closed Date End, Store, Company Name, Exclude Reopened Transactions, Include Canceled/Deleted Transactions, Include a Pretax Item Category Broken-out
Columns: Store, Store Number, Contract #, Originating Employee, First Payment Employee, First Payment Time, Picked Up By, Customer Name, National Id, Remote Id, Company Name, Job Title, Primary Phone, Address, Email, Postal Code, Items, Item Barcode, Total Items, Start, Pretax Damage Waiver, Tax Free Damage Waiver, Pretax Rental, Tax Free Rental, Pretax Sale, Tax Free Sale, Pretax Rental Asset Sale, Tax Free Rental Asset Sale, Pretax Total, Total Tax, Grand Total, Pretax Breakout Category, Closed Date, Charged Duration, Source, Fully Paid, Transaction Cancelled, Driver's License Verified, Insurance Verified, Reference Number
Open Orders [Multistore]
This report shows all open orders and the amounts due
Filters: Transaction Date Start, Transaction Date End, Transaction #, Store Name, Customer Name, Include Closed Contracts
Columns: Store Name, Store Number, Contract #, Purchase Order #, Status, Reservation Name, Customer Name, National Id, Remote Id, Start Time, End Time, Grand Total, Sales Total, Rental Total, Damage Waiver Total, Net Paid, Amount Due, Days Past Due, Last Payment Date
Payments Collected for My Store
Shows all payments collected by other stores on transactions originated by my store
Filters: Transaction Date Start, Transaction Date End, Company, Customer Name
Columns: Store, Store Number, Contract #, Customer Name, National Id, Remote Id, Date Posted, Method, Notes, Deposit Collected, Payment, Total
Payments Collected for Other Stores
Shows all payments collected by my store on transactions originated by other stores
Filters: Transaction Date Start, Transaction Date End, Company, Customer Name
Columns: Store, Store Number, Contract #, Customer Name, National Id, Remote Id, Date Posted, Method, Notes, Deposit Collected, Payment, Total
Payments Received Multistore Detail
Payments and deposits collected and refunded.
Filters: Payment Date Start, Payment Date End, Card Last 4 Digits, Minimum Amount, Max Amount, Transaction Number (number only), Customer Name, Include
Columns: Store, Store Number, Contract #, Purchase Order #, Customer Name, National Id, Remote Id, Date Posted, Method, Reference Number, Notes, Type, Amount, Included Deposit, Register, Issuer, Last Four
Payments Received Multistore Detail Overview
Payments and deposits collected and refunded.
Filters: Payment Date Start, Payment Date End, Card Last 4 Digits, Minimum Amount, Max Amount, Transaction Number (number only), Customer Name, Include
Columns: Store, Store Number, Method, Amount, Included Deposit, Issuer
Sales Funnel by Employee [Multistore]
This report shows how many transactions convert from quotes based on the date the quote was created. It will count conversions after the date range. The employee that created the quote is given credit for the life of the transaction.
Filters: Transaction Created Start, Transaction Created End, Store
Columns: Store Name, Store Number, Employee, Quotes Created, Total Customers, Possible Income, Actual Payments, Credit Card, Other, Check, Cash, Refunds, Held Deposits, Converted To Reservation, Converted To Order
Serialized Inventory Item Report
This report is for SKU (rental, sale, and product barcode), Serial Number, and Status (same as on Stock tab), and Condition across all my stores sorted by store.
Filters: Item Name, Company, Choose Tags
Columns: Store, Store Number, Item Name, Rental Code, Sale Barcode, Product Barcode, Product Description, Model Name, Model Number, Status, Serial Number, Condition, Contract, Purchase Order
Stock Use
This report allows you to see how active your rental items are. Utilization is calculated as: the number of minutes of rental duration that are finalized in the date range requested OVER the total number of minutes in that range. Note: This report will not be accurate if the purchase and sale records for your items are not set correctly!
Filters: Company, Item Name, Category, Transaction Range Start, Transaction Range End, Include Currently Disabled Items?, Use Available date instead of purchase date?
Columns: Store, Store Number, Item Name, Item Key, Category, Type, Model Name, Model Number, Serial Number, Disabled, Time Rented, Potential Time, Utilization, Total, Total Owned
Storefront Transactions over Time by Source
This is a overview of transactions count by source broken down by day and hour by store
Filters: Transaction Created Date Start, Transaction Created Date End, Store, Show only transactions with these origins, Group by this time period, Show only transactions in these statuses
Columns: Store Name, Store Number, Source, Year Created, Month Created, Transaction Count
Tax Audit Report
This report shows the amount of taxable / non-taxable revenue accrued.
Filters: Company, General Ledger Entry Date Start, General Ledger Entry Date End
Columns: Store, Store Number, Contract #, Customer, Remote Id, Start Time, End Time, Tax Free Reason, Non-Taxable Amount, Taxable Amount, Tax Collected, Transaction Type
Tax Compliance Report
This report shows the amount of taxable / non-taxable income accrued during the time frame.
Filters: Company, General Ledger Entry Date Start, General Ledger Entry Date End
Columns: Store, Store Number, City, State/Province, Zip, Country, Non-Taxable Amount, Taxable Amount, Tax Collected
Transaction List Average Wait Time
This report shows the average time a transaction has spent in reservation/quote status by source.
Filters: Company, Transaction Creation Date Start, Transaction Creation Date End, Start Date Start, Start Date End, Show only transactions with these origins, Show only transactions in these statuses, Choose Tags
Columns: Source, Created, Sent Out On, Average Advanced Reservation Time
Transaction List Summary
This report shows a detailed list of transactions by Customer summarized by transaction
Filters: Company, First Name, Last Name, Rental Start Date/Quick Sale Date Start, Rental Start Date/Quick Sale Date End, Transaction Creation Date Start, Transaction Creation Date End, Include Canceled/Deleted Transactions, Include ONLY Discounted Transactions, Include Delivered Transactions, Include Online and Counter Rentals, Show only transactions in these statuses, Choose Tags, Include Closed
Columns: Store, Store Number, Contract #, Employees, Picked Up By, Customer Name, National Id, Remote Id, Company Name, Job Title, Primary Phone, Address, Email, Postal Code, Items, Total Items, Start, Pretax Damage Waiver, Tax Free Damage Waiver, Pretax Total, Sales Total, Rental Total, Total Tax, Grand Total, Due, Charged Duration, Source, Status Code, Online Order, Completed, Transaction Cancelled, Sales Discount %, Rental Discount %, Sale Discount Name, Sales Discount, Rental Discount Name, Rental Discount, Transaction Tags, Customer Tags
Transaction List [Multistore]
This report shows a detailed list of transactions and line items by Customer.
Filters: Company, First Name, Last Name, Category, Rental/Quick Sale Date Start, Rental/Quick Sale Date End, Transaction Creation Date Start, Transaction Creation Date End, Show only transactions in these statuses, Company Name, Inventory Item, Include Canceled/Removed Line Items, Include Rentals and Sales, Choose Tags
Columns: Store, Store Number, Contract #, Reservation Name, Picked Up By, Customer Name, National Id, Remote Id, Company Name, Job Title, Primary Phone, Address, Email, Postal Code, Item ID, Item, Category, Quantity, Start, Manufacturer, Model, Variant, Type, Serial Number, Total (no tax), Avg Cost, Sale Markup, Due, Charged Duration, Source, Status Code, Completed, Line Item, Removed, Item Deleted, Transaction Cancelled, Transaction Tags, Customer Tags