Rental Utilization Report

Topic overview

The Rental Utilization report gives System Five users the ability to report on Time, Dollar and Cost utilization for their rental items. The report output contains many filtering options as well as Detailed View and Detailed/Summary View report outputs. The Detailed view contains no sub-totals making it ideal for export to Excel for further manipulation as needed. The Detailed/Summary contains the same detail; but when you click on a column header the report will perform a sort (click again to reverse the sort order), group and add sub-total rows based on that selected sort column.

Note: Only data from returned rental invoice lines on completed invoice types is included in the Utilization calculations.



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Figure 1: The Navigator link and main report window Windows and dialog boxes

The following topics include detailed descriptions of windows and dialog boxes used for the Rental Utilization Report function:

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Figure 2: The Rental Utilization report toolbar

Item

Description

View Button

Runs the report based on the selected filter settings and displays the output in the View tab.

The drop down has 2 options; Build report and View.

Build Report forces System Five to rebuild the report results; this is useful if some external data has changed (you edited an invoice or inventory item for example) and you wish to re-run the report but don't need to change the report settings. (Changing report settings causes a build to occur).

View will build the report and show the results on the first run, but will simply change to the View tab if the report has already been run and no settings changed since.

Print Button

Prints the report results. This button is only available after the View button has been used.

Settings Button

Use this button to save, manage and recall customized report settings as Templates. Saved templates will show up directly under the Settings button and options to create, save and manage templates are under the Options section.


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Close Button

Closes the report.

Help Button

Takes you to this page.

Table 1: The Rental Utilization report toolbar buttons


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