HirePOS Reports: Find the Right Report

Use this guide to identify the most suitable HirePOS report for a question or task. Report names and categories below match the Reports page.

Go to Reports, select the category shown in this guide, then select the exact report name. If the report opens a criteria screen, choose the required filters or date range and preview the report. Reports available to a user can vary according to enabled HirePOS modules and access permissions.

• Choose a report ending in (Summary) for grouped totals and a shorter overview.

• Choose (Details), (Line Details) or an unsummarised version when individual records or lines are required.

• Choose a by Customer, by Item, by Date, by Staff, by Supplier or similar report according to the main way the results need to be grouped or found.

• Choose Currently, Due, Pending, Outstanding, Overdue or As At reports for status-based or point-in-time questions.

• Choose Favourites for a shortcut to reports the current user has already marked as favourites.

• Favourites — personalised saved reports

• Bookings & Hire — 33 reports

• Cross Hire — 3 reports

• Cost/Profit — 10 reports

• Customers & Quotes — 15 reports

• Delivery/Pickup — 12 reports

• Insights & Forecasts — 6 reports

• Items — 13 reports

• Maintenance — 17 reports

• Finance — 2 reports

• Payments — 17 reports

• Sales — 44 reports

• Stock Control — 13 reports

• Accounting — 19 reports

• Expenses — 9 reports

• Purchase Orders — 10 reports

• Wage Book — 4 reports

This guide indexes 227 runnable reports plus the Favourites shortcut.

Favourites is a personalised shortcut list of reports the current user has marked as favourites. It does not contain a separate set of report definitions.

Typical questions:

• “Where are my favourite reports?”

• “How can I quickly open a report I use regularly?”

• “Why is a report listed under Favourites and another category?”

Category search terms: favourite reports, favorite reports, saved reports, pinned reports, frequently used reports.

A favourite still belongs to its original report category. If the report is not in Favourites, use the category index or search for the exact report name below.

Use this category for future bookings, current hire activity, returns, overdue returns, stand downs, cancelled bookings, pick lists and availability checks.

Typical questions:

• “Which items are double booked?”

• “What is currently on hire?”

• “What is due back or overdue?”

• “What has been booked by customer, date, item, staff or referral source?”

Category search terms: booking, reservation, hire, rental, on hire, off hire, return, overdue, stand down, pick list, availability, double booking.

Location: Reports > Bookings & Hire > Double Bookings

Use this report when: Identify bookings that conflict or overlap, so availability problems can be reviewed before equipment is committed.

Opening behaviour: Opens without the standard criteria screen.

Search terms and aliases: double bookings, booking, reservation, hire, rental.

Location: Reports > Bookings & Hire > Bookings by Customer

Use this report when: Review bookings organised or filtered by customer.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: bookings by customer, booking, reservation, hire, rental, client, account.

Location: Reports > Bookings & Hire > Bookings by Customer (Summary)

Use this report when: Use the summarised view of bookings by customer when totals or grouped results are more useful than detailed records.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: bookings by customer (summary), booking, reservation, hire, rental, client, account.

Location: Reports > Bookings & Hire > Bookings by Date

Use this report when: Review bookings organised or filtered by date.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: bookings by date, booking, reservation, hire, rental.

Location: Reports > Bookings & Hire > Bookings by Date & Item

Use this report when: Review bookings organised or filtered by date & item.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: bookings by date & item, booking, reservation, hire, rental, equipment, product, asset.

Location: Reports > Bookings & Hire > Bookings by Event Date

Use this report when: Review bookings organised or filtered by event date.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: bookings by event date, booking, reservation, hire, rental.

Location: Reports > Bookings & Hire > Bookings by Item

Use this report when: Review bookings organised or filtered by item.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: bookings by item, booking, reservation, hire, rental, equipment, product, asset.

Location: Reports > Bookings & Hire > Bookings by Item (Summary)

Use this report when: Use the summarised view of bookings by item when totals or grouped results are more useful than detailed records.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: bookings by item (summary), booking, reservation, hire, rental, equipment, product, asset.

Location: Reports > Bookings & Hire > Bookings by Item Type (Summary)

Use this report when: Use the summarised view of bookings by item type when totals or grouped results are more useful than detailed records.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: bookings by item type (summary), booking, reservation, hire, rental, equipment, product, asset.

Location: Reports > Bookings & Hire > Bookings by Invoice Category

Use this report when: Review bookings organised or filtered by invoice category.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: bookings by invoice category, booking, reservation, hire, rental.

Location: Reports > Bookings & Hire > Bookings by Invoice Category (Summary)

Use this report when: Use the summarised view of bookings by invoice category when totals or grouped results are more useful than detailed records.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: bookings by invoice category (summary), booking, reservation, hire, rental.

Location: Reports > Bookings & Hire > Bookings by Referral Source

Use this report when: Review bookings organised or filtered by referral source.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: bookings by referral source, booking, reservation, hire, rental.

Location: Reports > Bookings & Hire > Bookings by Referral Source (Summary)

Use this report when: Use the summarised view of bookings by referral source when totals or grouped results are more useful than detailed records.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: bookings by referral source (summary), booking, reservation, hire, rental.

Location: Reports > Bookings & Hire > Bookings by Staff

Use this report when: Review bookings organised or filtered by staff.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: bookings by staff, booking, reservation, hire, rental.

Location: Reports > Bookings & Hire > Bookings Pick List

Use this report when: Review bookings pick list information in the Bookings & Hire report category.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: bookings pick list, booking, reservation, hire, rental.

Location: Reports > Bookings & Hire > Bookings Pick List (Images)

Use this report when: Review bookings pick list (images) information in the Bookings & Hire report category.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: bookings pick list (images), booking, reservation, hire, rental.

Location: Reports > Bookings & Hire > Currently In Stock

Use this report when: Check which hire items are currently available in stock rather than out on hire.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: currently in stock, booking, reservation, hire, rental.

Location: Reports > Bookings & Hire > Currently On Hire

Use this report when: Review hire items that are currently out on hire.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: currently on hire, booking, reservation, hire, rental, on rent.

Location: Reports > Bookings & Hire > Currently On Hire by Customer

Use this report when: Review currently on hire organised or filtered by customer.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: currently on hire by customer, booking, reservation, hire, rental, client, account, on rent.

Location: Reports > Bookings & Hire > Currently On Hire by Item

Use this report when: Review currently on hire organised or filtered by item.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: currently on hire by item, booking, reservation, hire, rental, on rent, equipment, product, asset.

Location: Reports > Bookings & Hire > Currently On Hire (Total Days)

Use this report when: Review current hires with emphasis on the total duration each item has been on hire.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: currently on hire (total days), booking, reservation, hire, rental, on rent.

Location: Reports > Bookings & Hire > Hires by Date

Use this report when: Review hires organised or filtered by date.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: hires by date, booking, reservation, hire, rental, on rent.

Location: Reports > Bookings & Hire > Hires by Item

Use this report when: Review hires organised or filtered by item.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: hires by item, booking, reservation, hire, rental, on rent, equipment, product, asset.

Location: Reports > Bookings & Hire > Hires by Item Category

Use this report when: Review hires organised or filtered by item category.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: hires by item category, booking, reservation, hire, rental, on rent, equipment, product, asset.

Location: Reports > Bookings & Hire > Returns by Date

Use this report when: Review returns organised or filtered by date.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: returns by date, booking, reservation, hire, rental.

Location: Reports > Bookings & Hire > Returns by Item

Use this report when: Review returns organised or filtered by item.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: returns by item, booking, reservation, hire, rental, equipment, product, asset.

Location: Reports > Bookings & Hire > Returns Checklist

Use this report when: Use as an operational checklist when processing or verifying returned hire items.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: returns checklist, booking, reservation, hire, rental.

Location: Reports > Bookings & Hire > Returns Overdue

Use this report when: Identify hire returns that are currently overdue.

Opening behaviour: Opens without the standard criteria screen.

Search terms and aliases: returns overdue, booking, reservation, hire, rental.

Location: Reports > Bookings & Hire > Returns Overdue by Item

Use this report when: Identify overdue returns organised by hire item.

Opening behaviour: Opens without the standard criteria screen.

Search terms and aliases: returns overdue by item, booking, reservation, hire, rental, equipment, product, asset.

Location: Reports > Bookings & Hire > Stand Downs (Current)

Use this report when: Review hire items or hire periods that are currently stood down.

Opening behaviour: Opens without the standard criteria screen.

Search terms and aliases: stand downs (current), booking, reservation, hire, rental.

Location: Reports > Bookings & Hire > Stand Downs by Date

Use this report when: Review stand downs organised or filtered by date.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: stand downs by date, booking, reservation, hire, rental.

Location: Reports > Bookings & Hire > Stand Downs by Item

Use this report when: Review stand downs organised or filtered by item.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: stand downs by item, booking, reservation, hire, rental, equipment, product, asset.

Location: Reports > Bookings & Hire > Cancelled Bookings

Use this report when: Review bookings that have been cancelled.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: cancelled bookings, booking, reservation, hire, rental.

Use this category to review externally sourced or cross-hired items that are currently on hire and the sales associated with them.

Typical questions:

• “Which cross-hire items are currently out?”

• “What sales came from cross-hired items?”

• “What are cross-hire sales by month?”

Category search terms: cross hire, sub hire, rehire, externally hired equipment, cross-hire sales.

Location: Reports > Cross Hire > Currently On Hire by Item

Use this report when: Review currently on hire organised or filtered by item.

Opening behaviour: Opens without the standard criteria screen.

Search terms and aliases: currently on hire by item, cross hire, sub hire, rehire, externally hired equipment, rental, on rent, equipment, product.

Location: Reports > Cross Hire > Sales by Item

Use this report when: Review sales organised or filtered by item.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: sales by item, cross hire, sub hire, rehire, externally hired equipment, equipment, product, asset.

Location: Reports > Cross Hire > Sales by Month (Summary)

Use this report when: Use the summarised view of sales by month when totals or grouped results are more useful than detailed records.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: sales by month (summary), cross hire, sub hire, rehire, externally hired equipment.

Use this category to compare revenue, cost and profitability by item, customer, customer purchase order, date, event, location or staff member.

Typical questions:

• “Which hires or sales were profitable?”

• “What is the gross profit margin by item?”

• “What is the cost and profit for a customer, event, location or staff member?”

Category search terms: cost, profit, profitability, gross profit, gross margin, GPM, margin, actual cost.

Location: Reports > Cost/Profit > Items by Category (Gross Profit Margin)

Use this report when: Review items organised or filtered by category (gross profit margin).

Opening behaviour: Opens without the standard criteria screen.

Search terms and aliases: items by category (gross profit margin), cost, profit, profitability, gross profit, equipment, product, asset, GPM.

Location: Reports > Cost/Profit > Items by Gross Profit Margin

Use this report when: Review items organised or filtered by gross profit margin.

Opening behaviour: Opens without the standard criteria screen.

Search terms and aliases: items by gross profit margin, cost, profit, profitability, gross profit, equipment, product, asset, GPM.

Location: Reports > Cost/Profit > Cost/Profit by Customer

Use this report when: Review cost/profit organised or filtered by customer.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: cost/profit by customer, cost, profit, profitability, gross profit, client, account.

Location: Reports > Cost/Profit > Cost/Profit by Customer PO

Use this report when: Review cost/profit organised or filtered by customer po.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: cost/profit by customer po, cost, profit, profitability, gross profit, client, account.

Location: Reports > Cost/Profit > Cost/Profit by Date

Use this report when: Review cost/profit organised or filtered by date.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: cost/profit by date, cost, profit, profitability, gross profit.

Location: Reports > Cost/Profit > Cost/Profit by Date (Line Details)

Use this report when: Use the detailed view of cost/profit by date when individual records or line-level results need to be reviewed.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: cost/profit by date (line details), cost, profit, profitability, gross profit.

Location: Reports > Cost/Profit > Cost/Profit by Item (Actuals)

Use this report when: Review cost/profit organised or filtered by item (actuals).

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: cost/profit by item (actuals), cost, profit, profitability, gross profit, equipment, product, asset.

Location: Reports > Cost/Profit > Cost/Profit by Event

Use this report when: Review cost/profit organised or filtered by event.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: cost/profit by event, cost, profit, profitability, gross profit.

Location: Reports > Cost/Profit > Cost/Profit by Location

Use this report when: Review cost/profit organised or filtered by location.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: cost/profit by location, cost, profit, profitability, gross profit.

Location: Reports > Cost/Profit > Cost/Profit by Staff

Use this report when: Review cost/profit organised or filtered by staff.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: cost/profit by staff, cost, profit, profitability, gross profit.

Use this category for customer lists and contacts, customer segmentation, acquisition and churn, quotes or reservations, referrals and customer discounts.

Typical questions:

• “Where can I export customer contacts?”

• “Which customers are new or dormant?”

• “Which quotes contain an item?”

• “What discounts are assigned to customers?”

Category search terms: customer, client, contact, quote, quotation, reservation, referral, region, churn, dormant, discount.

Location: Reports > Customers & Quotes > Customer Contacts

Use this report when: Produce a customer contact list for reference or export.

Opening behaviour: Opens without the standard criteria screen.

Search terms and aliases: customer contacts, customer, client, contact, quote, account.

Location: Reports > Customers & Quotes > Customers by Name

Use this report when: Review customers organised or filtered by name.

Opening behaviour: Opens without the standard criteria screen.

Search terms and aliases: customers by name, customer, client, contact, quote, account.

Location: Reports > Customers & Quotes > Customers by Category

Use this report when: Review customers organised or filtered by category.

Opening behaviour: Opens without the standard criteria screen.

Search terms and aliases: customers by category, customer, client, contact, quote, account.

Location: Reports > Customers & Quotes > Customers by Category (Summary)

Use this report when: Use the summarised view of customers by category when totals or grouped results are more useful than detailed records.

Opening behaviour: Opens without the standard criteria screen.

Search terms and aliases: customers by category (summary), customer, client, contact, quote, account.

Location: Reports > Customers & Quotes > Customers by Referral Source

Use this report when: Review customers organised or filtered by referral source.

Opening behaviour: Opens without the standard criteria screen.

Search terms and aliases: customers by referral source, customer, client, contact, quote, account.

Location: Reports > Customers & Quotes > Customers by Region

Use this report when: Review customers organised or filtered by region.

Opening behaviour: Opens without the standard criteria screen.

Search terms and aliases: customers by region, customer, client, contact, quote, account.

Location: Reports > Customers & Quotes > Customers by Region (Summary)

Use this report when: Use the summarised view of customers by region when totals or grouped results are more useful than detailed records.

Opening behaviour: Opens without the standard criteria screen.

Search terms and aliases: customers by region (summary), customer, client, contact, quote, account.

Location: Reports > Customers & Quotes > Customers by Sales

Use this report when: Review customers organised or filtered by sales.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: customers by sales, customer, client, contact, quote, account.

Location: Reports > Customers & Quotes > New Customers by Invoice Date

Use this report when: Review new customers organised or filtered by invoice date.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: new customers by invoice date, customer, client, contact, quote, account.

Location: Reports > Customers & Quotes > New Customers by Referral Source

Use this report when: Review new customers organised or filtered by referral source.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: new customers by referral source, customer, client, contact, quote, account.

Location: Reports > Customers & Quotes > Churned/Dormant Customers by Invoice Date

Use this report when: Identify customers considered churned or dormant using their invoice activity dates.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: churned/dormant customers by invoice date, customer, client, contact, quote, account.

Location: Reports > Customers & Quotes > Quotes/Reservations by Date

Use this report when: Review quotes/reservations organised or filtered by date.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: quotes/reservations by date, customer, client, contact, quote, quotation, reservation.

Location: Reports > Customers & Quotes > Quotes/Reservations by Item

Use this report when: Review quotes/reservations organised or filtered by item.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: quotes/reservations by item, customer, client, contact, quote, quotation, reservation, equipment, product.

Location: Reports > Customers & Quotes > Cancelled Quotes/Reservations

Use this report when: Review quotes/reservations that have been cancelled.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: cancelled quotes/reservations, customer, client, contact, quote, quotation, reservation.

Location: Reports > Customers & Quotes > Discounts by Customer

Use this report when: Review discounts organised or filtered by customer.

Opening behaviour: Opens without the standard criteria screen.

Search terms and aliases: discounts by customer, customer, client, contact, quote, account.

Use this category to plan and review delivery and pickup work by date, location, item or zone, and to print delivery or pickup dockets.

Typical questions:

• “What needs to be delivered or picked up?”

• “Where are our hire items now?”

• “Which bookings are at a location or in a zone?”

• “Where can I print delivery or pickup dockets?”

Category search terms: delivery, pickup, collection, transport, logistics, docket, location, site, zone, route, current location.

Location: Reports > Delivery/Pickup > Bookings by Date (Location)

Use this report when: Review bookings organised or filtered by date (location).

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: bookings by date (location), delivery, pickup, collection, transport.

Location: Reports > Delivery/Pickup > Bookings by Location

Use this report when: Review bookings organised or filtered by location.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: bookings by location, delivery, pickup, collection, transport.

Location: Reports > Delivery/Pickup > Bookings by Location & Item

Use this report when: Review bookings organised or filtered by location & item.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: bookings by location & item, delivery, pickup, collection, transport, equipment, product, asset.

Location: Reports > Delivery/Pickup > Bookings Pick List (Delivery/Pickup)

Use this report when: Review bookings pick list (delivery/pickup) information in the Delivery/Pickup report category.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: bookings pick list (delivery/pickup), delivery, pickup, collection, transport.

Location: Reports > Delivery/Pickup > Currently On Hire by Customer (Location)

Use this report when: Review currently on hire organised or filtered by customer (location).

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: currently on hire by customer (location), delivery, pickup, collection, transport, client, account, rental, on rent.

Location: Reports > Delivery/Pickup > Currently On Hire by Item (Location)

Use this report when: Review currently on hire organised or filtered by item (location).

Opening behaviour: Opens without the standard criteria screen.

Search terms and aliases: currently on hire by item (location), delivery, pickup, collection, transport, rental, on rent, equipment, product.

Location: Reports > Delivery/Pickup > Currently On Hire by Zone

Use this report when: Review currently on hire organised or filtered by zone.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: currently on hire by zone, delivery, pickup, collection, transport, rental, on rent.

Location: Reports > Delivery/Pickup > Currently On Hire by Location

Use this report when: Review currently on hire organised or filtered by location.

Opening behaviour: Opens without the standard criteria screen.

Search terms and aliases: currently on hire by location, delivery, pickup, collection, transport, rental, on rent.

Location: Reports > Delivery/Pickup > Currently On Hire by Location & Item

Use this report when: Review currently on hire organised or filtered by location & item.

Opening behaviour: Opens without the standard criteria screen.

Search terms and aliases: currently on hire by location & item, delivery, pickup, collection, transport, rental, on rent, equipment, product.

Location: Reports > Delivery/Pickup > Hire Item Current Locations

Use this report when: Find the current recorded location of hire items.

Opening behaviour: Opens without the standard criteria screen.

Search terms and aliases: hire item current locations, delivery, pickup, collection, transport, rental, on rent, equipment, product.

Location: Reports > Delivery/Pickup > Delivery Dockets

Use this report when: Generate or review delivery dockets for delivery work.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: delivery dockets, delivery, pickup, collection, transport.

Location: Reports > Delivery/Pickup > Pickup Dockets

Use this report when: Generate or review pickup dockets for pickup work.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: pickup dockets, delivery, pickup, collection, transport.

Use this category for hire-item performance measures and current-month sales forecasts, including profitability, return on investment and utilisation.

Typical questions:

• “How well are hire items being utilised?”

• “What is the return on investment for an item?”

• “What sales are forecast for the current month?”

Category search terms: insight, forecast, projection, utilisation, utilization, ROI, return on investment, item profitability, current month sales.

Location: Reports > Insights & Forecasts > Hire Item Profitability

Use this report when: Review hire item profitability information in the Insights & Forecasts report category.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: hire item profitability, insight, forecast, projection, utilisation, rental, on rent, equipment, product.

Location: Reports > Insights & Forecasts > Hire Item Return On Investment

Use this report when: Assess return on investment for hire items.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: hire item return on investment, insight, forecast, projection, utilisation, rental, on rent, equipment, product.

Location: Reports > Insights & Forecasts > Hire Item Utilisation

Use this report when: Review hire item utilisation information in the Insights & Forecasts report category.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: hire item utilisation, insight, forecast, projection, utilisation, rental, on rent, equipment, product.

Location: Reports > Insights & Forecasts > Hire Item Utilisation by Code

Use this report when: Review hire item utilisation organised or filtered by code.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: hire item utilisation by code, insight, forecast, projection, utilisation, rental, on rent, equipment, product.

Location: Reports > Insights & Forecasts > Current Month Sales Forecast (Line Details)

Use this report when: Review the current-month sales forecast at line-detail level.

Opening behaviour: Opens without the standard criteria screen.

Search terms and aliases: current month sales forecast (line details), insight, forecast, projection, utilisation.

Location: Reports > Insights & Forecasts > Current Month Sales Forecast (Daily Summary)

Use this report when: Review the current-month sales forecast summarised by day.

Opening behaviour: Opens without the standard criteria screen.

Search terms and aliases: current month sales forecast (daily summary), insight, forecast, projection, utilisation.

Use this category for item master lists, prices, suppliers, serial tracking, item history, asset records, acquisitions, disposals, registrations and inspections due.

Typical questions:

• “Where can I list or export all items?”

• “What are our item prices?”

• “Which supplier is linked to an item?”

• “Which assets, registrations or inspections are due?”

Category search terms: item, equipment, asset, product, price list, serial number, supplier, acquisition, disposal, registration, WOF, inspection.

Location: Reports > Items > Items by Category

Use this report when: Review items organised or filtered by category.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: items by category, item, equipment, asset, product.

Location: Reports > Items > Items by Description

Use this report when: Review items organised or filtered by description.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: items by description, item, equipment, asset, product.

Location: Reports > Items > Items by Code

Use this report when: Review items organised or filtered by code.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: items by code, item, equipment, asset, product.

Location: Reports > Items > Items by Code (Serial Tracking)

Use this report when: Review items organised or filtered by code (serial tracking).

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: items by code (serial tracking), item, equipment, asset, product.

Location: Reports > Items > Items by Supplier

Use this report when: Review items organised or filtered by supplier.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: items by supplier, item, equipment, asset, product.

Location: Reports > Items > Item Prices

Use this report when: Review item prices information in the Items report category.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: item prices, item, equipment, asset, product.

Location: Reports > Items > Item Prices (Grouped)

Use this report when: Review item prices (grouped) information in the Items report category.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: item prices (grouped), item, equipment, asset, product.

Location: Reports > Items > Item History

Use this report when: Review the recorded history of an item.

Opening behaviour: Opens without the standard criteria screen.

Search terms and aliases: item history, item, equipment, asset, product.

Location: Reports > Items > Asset Register

Use this report when: Produce an asset-register view of applicable items.

Opening behaviour: Opens without the standard criteria screen.

Search terms and aliases: asset register, item, equipment, asset, product.

Location: Reports > Items > Acquired Items

Use this report when: Review items that were acquired.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: acquired items, item, equipment, asset, product.

Location: Reports > Items > Disposed Items

Use this report when: Review items that were disposed of.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: disposed items, item, equipment, asset, product.

Location: Reports > Items > Registrations Due

Use this report when: Identify item or vehicle registrations that are due.

Opening behaviour: Opens without the standard criteria screen.

Search terms and aliases: registrations due, item, equipment, asset, product.

Location: Reports > Items > Inspections (WOF) Due

Use this report when: Identify inspections or Warrant of Fitness checks that are due.

Opening behaviour: Opens without the standard criteria screen.

Search terms and aliases: inspections (wof) due, item, equipment, asset, product.

Use this category for equipment service history, maintenance work, inspections, due servicing, onsite schedules, repair costs, and test-and-tag compliance.

Typical questions:

• “What maintenance is due?”

• “Show the service history for an item.”

• “Which inspections are due?”

• “What are the service and repair costs?”

• “What test-and-tag work is due?”

Category search terms: maintenance, service, repair, workshop, inspection, checklist, service history, meter reading, test and tag, compliance.

Location: Reports > Maintenance > Equipment Overview

Use this report when: Review a consolidated overview of equipment and its maintenance-related status.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: equipment overview, maintenance, service, repair, workshop.

Location: Reports > Maintenance > Equipment Information & Service History

Use this report when: Review equipment information together with its recorded service history.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: equipment information & service history, maintenance, service, repair, workshop.

Location: Reports > Maintenance > Maintenance by Date

Use this report when: Review maintenance organised or filtered by date.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: maintenance by date, maintenance, service, repair, workshop.

Location: Reports > Maintenance > Maintenance by Item

Use this report when: Review maintenance organised or filtered by item.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: maintenance by item, maintenance, service, repair, workshop, equipment, product, asset.

Location: Reports > Maintenance > Maintenance by Item (Details)

Use this report when: Use the detailed view of maintenance by item when individual records or line-level results need to be reviewed.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: maintenance by item (details), maintenance, service, repair, workshop, equipment, product, asset.

Location: Reports > Maintenance > Maintenance by Staff

Use this report when: Review maintenance organised or filtered by staff.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: maintenance by staff, maintenance, service, repair, workshop.

Location: Reports > Maintenance > Maintenance Due (Pending)

Use this report when: Identify pending maintenance that is due.

Opening behaviour: Opens without the standard criteria screen.

Search terms and aliases: maintenance due (pending), maintenance, service, repair, workshop.

Location: Reports > Maintenance > Maintenance Due (Next Service Date)

Use this report when: Identify upcoming maintenance based on the next service date.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: maintenance due (next service date), maintenance, service, repair, workshop.

Location: Reports > Maintenance > Maintenance Due (Next Service Meter Reading)

Use this report when: Identify upcoming maintenance based on the next service meter reading.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: maintenance due (next service meter reading), maintenance, service, repair, workshop.

Location: Reports > Maintenance > Inspection Checklists by Date

Use this report when: Review inspection checklists organised or filtered by date.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: inspection checklists by date, maintenance, service, repair, workshop.

Location: Reports > Maintenance > Inspection Checklists by Item

Use this report when: Review inspection checklists organised or filtered by item.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: inspection checklists by item, maintenance, service, repair, workshop, equipment, product, asset.

Location: Reports > Maintenance > Inspections Due (Next Inspection Date)

Use this report when: Identify inspections due according to the next inspection date.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: inspections due (next inspection date), maintenance, service, repair, workshop.

Location: Reports > Maintenance > Onsite Service Schedule by Date

Use this report when: Review onsite service schedule organised or filtered by date.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: onsite service schedule by date, maintenance, service, repair, workshop.

Location: Reports > Maintenance > Onsite Service Schedule by Zone

Use this report when: Review onsite service schedule organised or filtered by zone.

Opening behaviour: Opens without the standard criteria screen.

Search terms and aliases: onsite service schedule by zone, maintenance, service, repair, workshop.

Location: Reports > Maintenance > Service & Repair Costs (Summary)

Use this report when: Use the summarised view of service & repair costs when totals or grouped results are more useful than detailed records.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: service & repair costs (summary), maintenance, service, repair, workshop.

Location: Reports > Maintenance > Test & Tag Compliance Records

Use this report when: Review recorded electrical test-and-tag compliance information.

Opening behaviour: Opens without the standard criteria screen.

Search terms and aliases: test & tag compliance records, maintenance, service, repair, workshop, test and tag, electrical safety.

Location: Reports > Maintenance > Test & Tag Schedule

Use this report when: Review upcoming electrical test-and-tag requirements.

Opening behaviour: Opens without the standard criteria screen.

Search terms and aliases: test & tag schedule, maintenance, service, repair, workshop, test and tag, electrical safety.

Use this category for finance-specific views of upcoming payments and open finance invoices.

Typical questions:

• “What finance payments are due this week?”

• “Which finance invoices are still open?”

Category search terms: finance, financed equipment, repayment, payment due, open finance invoice.

Location: Reports > Finance > Finance Payments Due (Week Ending)

Use this report when: Review finance payments due for a selected week-ending period.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: finance payments due (week ending), finance, financed equipment, repayment, payment due.

Location: Reports > Finance > Finance Open Invoices

Use this report when: Identify finance invoices that remain open.

Opening behaviour: Opens without the standard criteria screen.

Search terms and aliases: finance open invoices, finance, financed equipment, repayment, payment due.

Use this category for takings, received payments, deposits, bonds, prepayments and outstanding debtor balances or ageing.

Typical questions:

• “What were today's or this week's takings?”

• “Which deposits are due or currently held?”

• “Which customers owe money?”

• “What was paid by date, month, type, mode or method?”

Category search terms: payment, receipt, takings, deposit, bond, prepayment, outstanding, overdue account, debtor, ageing, 30 60 90.

Location: Reports > Payments > Daily Takings

Use this report when: Review takings for a selected day or daily period.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: daily takings, payment, receipt, takings, deposit.

Location: Reports > Payments > Weekly Takings

Use this report when: Review takings for a selected week.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: weekly takings, payment, receipt, takings, deposit.

Location: Reports > Payments > Deposits Due by Date

Use this report when: Identify deposits due, organised by date.

Opening behaviour: Opens without the standard criteria screen.

Search terms and aliases: deposits due by date, payment, receipt, takings, deposit.

Location: Reports > Payments > Bonds & Deposits Currently Held by Type

Use this report when: Review bonds and deposits currently held, grouped by type.

Opening behaviour: Opens without the standard criteria screen.

Search terms and aliases: bonds & deposits currently held by type, payment, receipt, takings, deposit.

Location: Reports > Payments > Pre Payments

Use this report when: Review customer payments received in advance.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: pre payments, payment, receipt, takings, deposit.

Location: Reports > Payments > Payments by Date

Use this report when: Review payments organised or filtered by date.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: payments by date, payment, receipt, takings, deposit.

Location: Reports > Payments > Payments by Date & Invoice

Use this report when: Review payments organised or filtered by date & invoice.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: payments by date & invoice, payment, receipt, takings, deposit.

Location: Reports > Payments > Payments by Month

Use this report when: Review payments organised or filtered by month.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: payments by month, payment, receipt, takings, deposit.

Location: Reports > Payments > Payments by Type

Use this report when: Review payments organised or filtered by type.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: payments by type, payment, receipt, takings, deposit.

Location: Reports > Payments > Payments by Sales Mode

Use this report when: Review payments organised or filtered by sales mode.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: payments by sales mode, payment, receipt, takings, deposit.

Location: Reports > Payments > Payments Outstanding 30 60 90 (Calendar Month)

Use this report when: Review outstanding customer balances in 30, 60 and 90-day calendar-month ageing bands.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: payments outstanding 30 60 90 (calendar month), payment, receipt, takings, deposit, debtors, accounts receivable, aged receivables.

Location: Reports > Payments > Payments Outstanding by Customer

Use this report when: Review payments outstanding organised or filtered by customer.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: payments outstanding by customer, payment, receipt, takings, deposit, client, account, debtors, accounts receivable.

Location: Reports > Payments > Payments Outstanding by Customer (Summary)

Use this report when: Use the summarised view of payments outstanding by customer when totals or grouped results are more useful than detailed records.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: payments outstanding by customer (summary), payment, receipt, takings, deposit, client, account, debtors, accounts receivable.

Location: Reports > Payments > Payments Outstanding by Date

Use this report when: Review payments outstanding organised or filtered by date.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: payments outstanding by date, payment, receipt, takings, deposit, debtors, accounts receivable, aged receivables.

Location: Reports > Payments > Payments Outstanding by Month

Use this report when: Review payments outstanding organised or filtered by month.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: payments outstanding by month, payment, receipt, takings, deposit, debtors, accounts receivable, aged receivables.

Location: Reports > Payments > Payments Outstanding As At

Use this report when: Review outstanding customer balances at a specified date.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: payments outstanding as at, payment, receipt, takings, deposit, debtors, accounts receivable, aged receivables.

Location: Reports > Payments > Payments by Year (Method)

Use this report when: Review payments organised or filtered by year (method).

Opening behaviour: Opens without the standard criteria screen.

Search terms and aliases: payments by year (method), payment, receipt, takings, deposit.

Use this category for invoice and revenue analysis by customer, date, item, category, staff, sales representative, region, event, zone, branch and other sales dimensions.

Typical questions:

• “What did we sell or invoice in a period?”

• “Who are our highest-value customers or items?”

• “Show sales by item, staff, rep, region, event or month.”

• “Which invoices are awaiting supply or cancelled?”

Category search terms: sales, revenue, turnover, invoice, customer ranking, item sales, sales representative, salesperson, staff, branch, event, tax code.

Location: Reports > Sales > Sales by Branch

Use this report when: Review sales organised or filtered by branch.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected. This report is available only when the HirePOS Branches module is enabled.

Search terms and aliases: sales by branch, sales, revenue, turnover, invoice.

Location: Reports > Sales > Sales by Branch (Summary)

Use this report when: Use the summarised view of sales by branch when totals or grouped results are more useful than detailed records.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected. This report is available only when the HirePOS Branches module is enabled.

Search terms and aliases: sales by branch (summary), sales, revenue, turnover, invoice.

Location: Reports > Sales > Sales by Customer (Highest to Lowest)

Use this report when: Rank sales by customer from highest to lowest for comparison.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: sales by customer (highest to lowest), sales, revenue, turnover, invoice, client, account.

Location: Reports > Sales > Sales by Customer

Use this report when: Review sales organised or filtered by customer.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: sales by customer, sales, revenue, turnover, invoice, client, account.

Location: Reports > Sales > Sales by Customer (Summary)

Use this report when: Use the summarised view of sales by customer when totals or grouped results are more useful than detailed records.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: sales by customer (summary), sales, revenue, turnover, invoice, client, account.

Location: Reports > Sales > Sales by Customer (All Summary)

Use this report when: Review sales organised or filtered by customer (all summary).

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: sales by customer (all summary), sales, revenue, turnover, invoice, client, account.

Location: Reports > Sales > Sales by Customer Category

Use this report when: Review sales organised or filtered by customer category.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: sales by customer category, sales, revenue, turnover, invoice, client, account.

Location: Reports > Sales > Sales by Customer Category (Summary)

Use this report when: Use the summarised view of sales by customer category when totals or grouped results are more useful than detailed records.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: sales by customer category (summary), sales, revenue, turnover, invoice, client, account.

Location: Reports > Sales > Sales by Customer PO

Use this report when: Review sales organised or filtered by customer po.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: sales by customer po, sales, revenue, turnover, invoice, client, account.

Location: Reports > Sales > Sales by Date

Use this report when: Review sales organised or filtered by date.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: sales by date, sales, revenue, turnover, invoice.

Location: Reports > Sales > Sales by Date (Summary)

Use this report when: Use the summarised view of sales by date when totals or grouped results are more useful than detailed records.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: sales by date (summary), sales, revenue, turnover, invoice.

Location: Reports > Sales > Sales by Item

Use this report when: Review sales organised or filtered by item.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: sales by item, sales, revenue, turnover, invoice, equipment, product, asset.

Location: Reports > Sales > Sales by Item (Summary)

Use this report when: Use the summarised view of sales by item when totals or grouped results are more useful than detailed records.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: sales by item (summary), sales, revenue, turnover, invoice, equipment, product, asset.

Location: Reports > Sales > Sales by Item Group (Summary)

Use this report when: Use the summarised view of sales by item group when totals or grouped results are more useful than detailed records.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: sales by item group (summary), sales, revenue, turnover, invoice, equipment, product, asset.

Location: Reports > Sales > Sales by Item (Highest to Lowest)

Use this report when: Rank sales by item from highest to lowest for comparison.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: sales by item (highest to lowest), sales, revenue, turnover, invoice, equipment, product, asset.

Location: Reports > Sales > Sales by Item Category

Use this report when: Review sales organised or filtered by item category.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: sales by item category, sales, revenue, turnover, invoice, equipment, product, asset.

Location: Reports > Sales > Sales by Item Category (Summary)

Use this report when: Use the summarised view of sales by item category when totals or grouped results are more useful than detailed records.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: sales by item category (summary), sales, revenue, turnover, invoice, equipment, product, asset.

Location: Reports > Sales > Sales by Item Type

Use this report when: Review sales organised or filtered by item type.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: sales by item type, sales, revenue, turnover, invoice, equipment, product, asset.

Location: Reports > Sales > Sales by Item Type (Summary)

Use this report when: Use the summarised view of sales by item type when totals or grouped results are more useful than detailed records.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: sales by item type (summary), sales, revenue, turnover, invoice, equipment, product, asset.

Location: Reports > Sales > Sales by Invoice Category

Use this report when: Review sales organised or filtered by invoice category.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: sales by invoice category, sales, revenue, turnover, invoice.

Location: Reports > Sales > Sales by Invoice Category (Summary)

Use this report when: Use the summarised view of sales by invoice category when totals or grouped results are more useful than detailed records.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: sales by invoice category (summary), sales, revenue, turnover, invoice.

Location: Reports > Sales > Sales by Invoice (Details)

Use this report when: Use the detailed view of sales by invoice when individual records or line-level results need to be reviewed.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: sales by invoice (details), sales, revenue, turnover, invoice.

Location: Reports > Sales > Sales by Invoice Number

Use this report when: Review sales organised or filtered by invoice number.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: sales by invoice number, sales, revenue, turnover, invoice.

Location: Reports > Sales > Sales by Invoice Number (Audit)

Use this report when: Use the audit-oriented view of sales by invoice number when checking invoice history or accuracy.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: sales by invoice number (audit), sales, revenue, turnover, invoice.

Location: Reports > Sales > Sales by Month (Summary)

Use this report when: Use the summarised view of sales by month when totals or grouped results are more useful than detailed records.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: sales by month (summary), sales, revenue, turnover, invoice.

Location: Reports > Sales > Sales by Month & Item (Summary)

Use this report when: Use the summarised view of sales by month & item when totals or grouped results are more useful than detailed records.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: sales by month & item (summary), sales, revenue, turnover, invoice, equipment, product, asset.

Location: Reports > Sales > Sales by Referral Source

Use this report when: Review sales organised or filtered by referral source.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: sales by referral source, sales, revenue, turnover, invoice.

Location: Reports > Sales > Sales by Referral Source (Summary)

Use this report when: Use the summarised view of sales by referral source when totals or grouped results are more useful than detailed records.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: sales by referral source (summary), sales, revenue, turnover, invoice.

Location: Reports > Sales > Sales by Region

Use this report when: Review sales organised or filtered by region.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: sales by region, sales, revenue, turnover, invoice.

Location: Reports > Sales > Sales by Sales Representative

Use this report when: Review sales organised or filtered by sales representative.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: sales by sales representative, sales, revenue, turnover, invoice, sales rep, salesperson.

Location: Reports > Sales > Sales by Sales Representative (Customer Ranking)

Use this report when: Review sales organised or filtered by sales representative (customer ranking).

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: sales by sales representative (customer ranking), sales, revenue, turnover, invoice, client, account, sales rep, salesperson.

Location: Reports > Sales > Sales by Sales Representative (Summary)

Use this report when: Use the summarised view of sales by sales representative when totals or grouped results are more useful than detailed records.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: sales by sales representative (summary), sales, revenue, turnover, invoice, sales rep, salesperson.

Location: Reports > Sales > Sales by Staff

Use this report when: Review sales organised or filtered by staff.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: sales by staff, sales, revenue, turnover, invoice.

Location: Reports > Sales > Sales by Staff & Item

Use this report when: Review sales organised or filtered by staff & item.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: sales by staff & item, sales, revenue, turnover, invoice, equipment, product, asset.

Location: Reports > Sales > Sales by Staff (Summary)

Use this report when: Use the summarised view of sales by staff when totals or grouped results are more useful than detailed records.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: sales by staff (summary), sales, revenue, turnover, invoice.

Location: Reports > Sales > Sales by Selling Unit

Use this report when: Review sales organised or filtered by selling unit.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: sales by selling unit, sales, revenue, turnover, invoice.

Location: Reports > Sales > Sales by Tax Code

Use this report when: Review sales organised or filtered by tax code.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: sales by tax code, sales, revenue, turnover, invoice.

Location: Reports > Sales > Sales by Year (Item Type)

Use this report when: Review sales organised or filtered by year (item type).

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: sales by year (item type), sales, revenue, turnover, invoice, equipment, product, asset.

Location: Reports > Sales > Sales by Event

Use this report when: Review sales organised or filtered by event.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: sales by event, sales, revenue, turnover, invoice.

Location: Reports > Sales > Sales by Billing Zone (Summary)

Use this report when: Use the summarised view of sales by billing zone when totals or grouped results are more useful than detailed records.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: sales by billing zone (summary), sales, revenue, turnover, invoice.

Location: Reports > Sales > Sales by Delivery Zone (Summary)

Use this report when: Use the summarised view of sales by delivery zone when totals or grouped results are more useful than detailed records.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: sales by delivery zone (summary), sales, revenue, turnover, invoice.

Location: Reports > Sales > Sales Invoices Awaiting Supply

Use this report when: Identify sales invoices containing goods or items still awaiting supply.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: sales invoices awaiting supply, sales, revenue, turnover, invoice.

Location: Reports > Sales > Customer Discounts by Date

Use this report when: Review customer discounts organised or filtered by date.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: customer discounts by date, sales, revenue, turnover, invoice, client, account.

Location: Reports > Sales > Cancelled Invoices

Use this report when: Review invoices that have been cancelled.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: cancelled invoices, sales, revenue, turnover, invoice.

Use this category for hire and sales stock quantities and values, stocktakes, reorder requirements, movements, adjustments and branch transfers.

Typical questions:

• “How much stock is on hand?”

• “What is the value of stock on hand?”

• “What needs reordering?”

• “What stock moved or was adjusted?”

• “What was transferred between branches?”

Category search terms: stock, inventory, on hand, stocktake, reorder, movement, adjustment, transfer, quantity, stock value.

Location: Reports > Stock Control > Hire Stock On Hand

Use this report when: Review hire stock on hand information in the Stock Control report category.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: hire stock on hand, stock, inventory, on hand, stocktake, rental, on rent.

Location: Reports > Stock Control > Hire Stock On Hand (Value)

Use this report when: Review hire stock on hand with an emphasis on monetary value.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: hire stock on hand (value), stock, inventory, on hand, stocktake, rental, on rent.

Location: Reports > Stock Control > Hire Stocktake

Use this report when: Produce a stocktake view for hire inventory.

Opening behaviour: Opens without the standard criteria screen.

Search terms and aliases: hire stocktake, stock, inventory, on hand, stocktake, rental, on rent.

Location: Reports > Stock Control > Sales Stock On Hand

Use this report when: Review sales stock on hand information in the Stock Control report category.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: sales stock on hand, stock, inventory, on hand, stocktake.

Location: Reports > Stock Control > Sales Stock On Hand (Value)

Use this report when: Review sales stock on hand with an emphasis on monetary value.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: sales stock on hand (value), stock, inventory, on hand, stocktake.

Location: Reports > Stock Control > Sales Stocktake (Value)

Use this report when: Review sales stocktake with an emphasis on monetary value.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: sales stocktake (value), stock, inventory, on hand, stocktake.

Location: Reports > Stock Control > Sales Stock On Hand (Reorder)

Use this report when: Review sales stock on hand (reorder) information in the Stock Control report category.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: sales stock on hand (reorder), stock, inventory, on hand, stocktake.

Location: Reports > Stock Control > Sales Stock Reorder List

Use this report when: Identify sales-stock items that need to be reordered.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: sales stock reorder list, stock, inventory, on hand, stocktake.

Location: Reports > Stock Control > Stock Movements

Use this report when: Review stock movements information in the Stock Control report category.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: stock movements, stock, inventory, on hand, stocktake.

Location: Reports > Stock Control > Stock Movements (Value)

Use this report when: Review stock movements with an emphasis on monetary value.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: stock movements (value), stock, inventory, on hand, stocktake.

Location: Reports > Stock Control > Stock Adjustments

Use this report when: Review stock adjustments information in the Stock Control report category.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: stock adjustments, stock, inventory, on hand, stocktake.

Location: Reports > Stock Control > Branch Transfers

Use this report when: Review branch transfers information in the Stock Control report category.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: branch transfers, stock, inventory, on hand, stocktake.

Location: Reports > Stock Control > Branch Transfers (Summary)

Use this report when: Use the summarised view of branch transfers when totals or grouped results are more useful than detailed records.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: branch transfers (summary), stock, inventory, on hand, stocktake.

Use this category for cash-basis and accrual-basis accounting, BAS preparation, bank balances and reconciliation, cash books, income, expenditure and unreconciled transactions.

Typical questions:

• “Which report supports BAS preparation?”

• “How do I review a bank reconciliation?”

• “What income and expenditure should I report on a cash or accrual basis?”

• “Which bank transactions are unreconciled?”

Category search terms: accounting, BAS, GST, cash basis, accrual basis, bank reconciliation, cash book, income, expenditure, unreconciled transaction.

The Reports page visually separates this category into Cash Basis and Accrual Basis sections. These are headings, not reports. Choose the accounting basis required for the task.

Location: Reports > Accounting > BAS Assistant

Use this report when: Support preparation and review of Business Activity Statement information.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: bas assistant, accounting, BAS, GST, cash basis.

Location: Reports > Accounting > Bank Balances As At

Use this report when: Review bank balances at a specified date.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: bank balances as at, accounting, BAS, GST, cash basis.

Location: Reports > Accounting > Bank Reconciliation

Use this report when: Review information used to reconcile bank transactions and balances.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: bank reconciliation, accounting, BAS, GST, cash basis.

Location: Reports > Accounting > Bank Transaction Summary

Use this report when: Review bank transaction summary information in the Accounting report category.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: bank transaction summary, accounting, BAS, GST, cash basis.

Location: Reports > Accounting > Cash Book

Use this report when: Review cash book information in the Accounting report category.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: cash book, accounting, BAS, GST, cash basis.

Location: Reports > Accounting > Cash Book by Month

Use this report when: Review cash book organised or filtered by month.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: cash book by month, accounting, BAS, GST, cash basis.

Location: Reports > Accounting > Cash Book by Month (Summary)

Use this report when: Use the summarised view of cash book by month when totals or grouped results are more useful than detailed records.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: cash book by month (summary), accounting, BAS, GST, cash basis.

Location: Reports > Accounting > Sales Income Details (Cash Basis)

Use this report when: Review sales income details (cash basis) information in the Accounting report category.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: sales income details (cash basis), accounting, BAS, GST, cash basis.

Location: Reports > Accounting > Other Income Details (Cash Basis)

Use this report when: Review other income details (cash basis) information in the Accounting report category.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: other income details (cash basis), accounting, BAS, GST, cash basis.

Location: Reports > Accounting > Expenditure Details (Cash Basis)

Use this report when: Review expenditure details (cash basis) information in the Accounting report category.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: expenditure details (cash basis), accounting, BAS, GST, cash basis.

Location: Reports > Accounting > Expenditure Summary (Cash Basis)

Use this report when: Review expenditure summary (cash basis) information in the Accounting report category.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: expenditure summary (cash basis), accounting, BAS, GST, cash basis.

Location: Reports > Accounting > Income & Expenditure Details (Cash Basis)

Use this report when: Review income & expenditure details (cash basis) together in one report.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: income & expenditure details (cash basis), accounting, BAS, GST, cash basis.

Location: Reports > Accounting > Income & Expenditure Summary (Cash Basis)

Use this report when: Review income & expenditure summary (cash basis) together in one report.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: income & expenditure summary (cash basis), accounting, BAS, GST, cash basis.

Location: Reports > Accounting > Unreconciled Transactions

Use this report when: Identify bank transactions that have not been reconciled.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: unreconciled transactions, accounting, BAS, GST, cash basis.

Location: Reports > Accounting > Sales Income Details (Accrual Basis)

Use this report when: Review sales income details (accrual basis) information in the Accounting report category.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: sales income details (accrual basis), accounting, BAS, GST, cash basis.

Location: Reports > Accounting > Other Income Details (Accrual Basis)

Use this report when: Review other income details (accrual basis) information in the Accounting report category.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: other income details (accrual basis), accounting, BAS, GST, cash basis.

Location: Reports > Accounting > Expenditure Details (Accrual Basis)

Use this report when: Review expenditure details (accrual basis) information in the Accounting report category.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: expenditure details (accrual basis), accounting, BAS, GST, cash basis.

Location: Reports > Accounting > Income & Expenditure Details (Accrual Basis)

Use this report when: Review income & expenditure details (accrual basis) together in one report.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: income & expenditure details (accrual basis), accounting, BAS, GST, cash basis.

Location: Reports > Accounting > Income & Expenditure Summary (Accrual Basis)

Use this report when: Review income & expenditure summary (accrual basis) together in one report.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: income & expenditure summary (accrual basis), accounting, BAS, GST, cash basis.

Use this category for supplier bills, outstanding bills and expense analysis by date, supplier, expense type or year, including comparison with income.

Typical questions:

• “Which supplier bills are outstanding?”

• “What did we spend by supplier or expense type?”

• “How do expenses compare with income?”

• “What are expenses by year?”

Category search terms: expense, bill, supplier bill, payable, accounts payable, outstanding bill, expenditure, expense type, expenses versus income.

Location: Reports > Expenses > Bills by Month (Summary)

Use this report when: Use the summarised view of bills by month when totals or grouped results are more useful than detailed records.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: bills by month (summary), expense, bill, supplier bill, payable.

Location: Reports > Expenses > Bills by Supplier

Use this report when: Review bills organised or filtered by supplier.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: bills by supplier, expense, bill, supplier bill, payable.

Location: Reports > Expenses > Bills Outstanding As At

Use this report when: Review supplier bills still outstanding at a specified date.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: bills outstanding as at, expense, bill, supplier bill, payable.

Location: Reports > Expenses > Expenses by Date

Use this report when: Review expenses organised or filtered by date.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: expenses by date, expense, bill, supplier bill, payable.

Location: Reports > Expenses > Expenses vs Income

Use this report when: Compare recorded expenses with income.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: expenses vs income, expense, bill, supplier bill, payable.

Location: Reports > Expenses > Expenses by Supplier (Expense Type)

Use this report when: Review expenses organised or filtered by supplier (expense type).

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: expenses by supplier (expense type), expense, bill, supplier bill, payable.

Location: Reports > Expenses > Expenses by Supplier (Summary)

Use this report when: Use the summarised view of expenses by supplier when totals or grouped results are more useful than detailed records.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: expenses by supplier (summary), expense, bill, supplier bill, payable.

Location: Reports > Expenses > Expenses by Supplier (Highest to Lowest)

Use this report when: Rank expenses by supplier from highest to lowest for comparison.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: expenses by supplier (highest to lowest), expense, bill, supplier bill, payable.

Location: Reports > Expenses > Expenses by Year

Use this report when: Review expenses organised or filtered by year.

Opening behaviour: Opens without the standard criteria screen.

Search terms and aliases: expenses by year, expense, bill, supplier bill, payable.

Use this category for purchase orders by date, item, staff, supplier or branch, including received and pending orders, plus sales orders by date.

Typical questions:

• “Which purchase orders are pending?”

• “What was ordered from a supplier?”

• “Which items are on purchase orders?”

• “What purchase orders were received?”

• “Where can I find sales orders by date?”

Category search terms: purchase order, PO, purchasing, procurement, pending order, received order, supplier order, sales order, branch.

Location: Reports > Purchase Orders > Purchase Orders by Branch

Use this report when: Review purchase orders organised or filtered by branch.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected. This report is available only when the HirePOS Branches module is enabled.

Search terms and aliases: purchase orders by branch, purchase order, PO, purchasing, procurement.

Location: Reports > Purchase Orders > Purchase Orders by Branch (Summary)

Use this report when: Use the summarised view of purchase orders by branch when totals or grouped results are more useful than detailed records.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected. This report is available only when the HirePOS Branches module is enabled.

Search terms and aliases: purchase orders by branch (summary), purchase order, PO, purchasing, procurement.

Location: Reports > Purchase Orders > Purchase Orders by Date

Use this report when: Review purchase orders organised or filtered by date.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: purchase orders by date, purchase order, PO, purchasing, procurement.

Location: Reports > Purchase Orders > Purchase Orders by Date (Details)

Use this report when: Use the detailed view of purchase orders by date when individual records or line-level results need to be reviewed.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: purchase orders by date (details), purchase order, PO, purchasing, procurement.

Location: Reports > Purchase Orders > Purchase Orders by Item

Use this report when: Review purchase orders organised or filtered by item.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: purchase orders by item, purchase order, PO, purchasing, procurement, equipment, product, asset.

Location: Reports > Purchase Orders > Purchase Orders by Staff

Use this report when: Review purchase orders organised or filtered by staff.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: purchase orders by staff, purchase order, PO, purchasing, procurement.

Location: Reports > Purchase Orders > Purchase Orders Received by Supplier

Use this report when: Review purchase orders received organised or filtered by supplier.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: purchase orders received by supplier, purchase order, PO, purchasing, procurement.

Location: Reports > Purchase Orders > Pending Purchase Orders by Item

Use this report when: Identify pending purchase orders organised by item.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: pending purchase orders by item, purchase order, PO, purchasing, procurement, equipment, product, asset.

Location: Reports > Purchase Orders > Pending Purchase Orders by Supplier

Use this report when: Identify pending purchase orders organised by supplier.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: pending purchase orders by supplier, purchase order, PO, purchasing, procurement.

Location: Reports > Purchase Orders > Sales Orders by Date

Use this report when: Review sales orders organised or filtered by date.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: sales orders by date, purchase order, PO, purchasing, procurement.

Use this category for employee leave, salary sacrifice and wage reporting by date or employee.

Typical questions:

• “How much leave has an employee taken?”

• “Where can I report salary sacrifice?”

• “What wages were recorded in a date range?”

• “What are total wages by employee?”

Category search terms: wage book, payroll, wages, employee, staff, leave, salary sacrifice, pay.

Location: Reports > Wage Book > Leave by Employee

Use this report when: Review employee leave organised by employee.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: leave by employee, wage book, payroll, wages, employee.

Location: Reports > Wage Book > Salary Sacrifice

Use this report when: Review recorded salary-sacrifice information.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: salary sacrifice, wage book, payroll, wages, employee.

Location: Reports > Wage Book > Wages by Date

Use this report when: Review wages organised or filtered by date.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: wages by date, wage book, payroll, wages, employee.

Location: Reports > Wage Book > Wages by Employee (Summary)

Use this report when: Use the summarised view of wages by employee when totals or grouped results are more useful than detailed records.

Opening behaviour: Shows a criteria screen before preview so the available report criteria can be selected.

Search terms and aliases: wages by employee (summary), wage book, payroll, wages, employee.

When a user asks which report to use:

1. Match the user’s subject first, such as bookings, payments, sales, stock, maintenance or expenses.

2. Match the required grouping or level of detail, such as customer, item, date, staff, summary or line details.

3. Reply with the exact navigation path: Reports > [Category] > [Report name].

4. Briefly explain why that report is the best match. Mention a close alternative only when the user’s wording is ambiguous.

5. Do not claim that a report contains a particular field or calculation unless a separate report-specific guide confirms it.

6. If a Branch report is requested, note that it requires the Branches module. If the report is unavailable, consider permissions or enabled modules.

Example answer: “Go to Reports > Payments > Payments Outstanding by Customer. Use this when you need outstanding balances organised by customer. If you only need grouped totals, choose Payments Outstanding by Customer (Summary).”