BI CVW Transaction Summary – Overview

Purpose:

This view provides a summary of all transactions (rentals, sales, damage waivers, and other charges) per contract, with a clear status for each transaction. It is designed to support financial reporting, contract analysis, and operational monitoring. It is based on Transactions. 

What’s Included:

• Store & Contract Info:
  

  • Store: The store where the transaction occurred.

  • Contract Date: The date the contract was created or processed.

  • Contract No: Unique identifier for the contract.
    
    

• Transaction Amount:

  • Rent – Rental income.

  • Sale – Sale of items.

  • Damage Waiver – Revenue from damage waiver fees.

  • Other – Any additional charges not categorized above.
    
    

• Contract Timing:
  

  • Contract Month / Contract Year: Extracted from the contract date for reporting and trend analysis.
    
    

• Contract Status:
  

  • Maps the internal transaction status code to a friendly status description:

    • Open – Contract is active and open.

    • Closed – Contract is closed but not fully completed.

    • Completed – Contract is paid in full  and finalized.

    • Work Order – Contract related to work orders.

    • Reservation – Contract is a reservation.

    • Quote – Contract is in the quote stage.

    • Adjustment – Contract includes an adjustment.

    • Finance Charge – Contract includes finance charges.

    • Transferred – Contract has been transferred.

    • UNKNOWN – Any other status not recognized.

How It Works:

• Pulls transaction data from the Transactions table.

• Translates raw status codes into business-friendly descriptions.
  
  

Uses:

• Quickly review financial performance by contract.

• Analyze revenue trends per store or month.

• Support operational dashboards and reporting for rentals, sales, and other income streams.

• Identify contracts by status for follow-up or reconciliation.

POR Table

• Transactions