To gain financial insight you can use our reporting module.

This can be found under ‘report’ > ‘financial’ (see image 1). Within a few steps you can create a financial overview:

1. Select a period and indicate whether you want to use ‘book date’ or ‘start of rental period’ as orientation.

2. Under ‘content’ select the desired data you want to view > see image 2.

3. Under ‘objects’ you can choose to show all rental products, a type of product or a specific product. The latter selection is useful to gain insight into the number of bookings, turnover, etc. per rental product.

4. Then under ‘view’ you can select whether you want to see only the booking rules, the booking rules + options booked or only the booking (without product name). The ‘booking rules’ view is used most frequently.

5. Finally, you can also save the overview. As soon as you click ‘Show’, the financial results will be shown at the bottom of the page under ‘Result’.

It is possible to export this data to Exce. Here you can further edit the data.

You can also create a template, make sure you set ‘save template’ to ‘yes’. This will put the template at the top of the page and you can apply it to future overviews you want to create.