HirePOS Reports: Find the Right Report

Use this guide to choose the HirePOS report that best matches the question you need to answer and the information you need to see. Report names and categories match the Reports page in HirePOS.

Go to Reports, choose the category below, then select the report whose purpose and key information best match what you need. If the report opens a criteria screen, choose the relevant filters or date range and preview the report. Some reports open directly instead.

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 item lines are required.

• Choose by Customer, by Item, by Date, by Staff, by Supplier or similar according to the main way you want the results organised.

• Check Key information when you need a particular field such as phone, email, item code, quantity, address, status, tax-exclusive value, cost or profit. Similar reports do not always show the same fields.

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

The Key information notes call out useful visible information that helps distinguish reports. They are not intended to list every heading, total or calculated value on the report.

• 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. A favourite still belongs to its original report category.

Typical questions:

• “Where are my favourite reports?”

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

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

Typical questions:

• “Which items are double booked?”

• “What is currently on hire?”

• “What is due back or overdue?”

• “Which bookings contain an item, and what customer contact details are shown?”

Location: Reports > Bookings & Hire > Double Bookings

Identify bookings that conflict or overlap, so availability problems can be reviewed before equipment is committed. Opens directly without the standard criteria screen.

Location: Reports > Bookings & Hire > Bookings by Customer

Review bookings organised or filtered by customer. Key information: customer, customer PO, reference/job number, booking number, booking date, date from, date to, status.

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

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

Location: Reports > Bookings & Hire > Bookings by Date

Bookings by date with customer, status, staff and phone details, without individual item lines. Key information: booking date, booking number, customer, reference/job number, total amount, date from, date to, phone, status, staff.

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

Bookings with item detail and customer contact information. A strong choice when you need to see who has each item booked and contact them. Key information: booking number, customer, date from, date to, status, phone, email, item description, item code, quantity.

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

Review bookings organised or filtered by event date. Key information: customer, reference/job number, booking number, date from, date to, event date, status, staff.

Location: Reports > Bookings & Hire > Bookings by Item

Booking activity grouped by item, including quantities and item-line values. For customer phone or email as well, use Bookings by Date & Item. Key information: item description, item code, customer, reference/job number, booking number, date from, quantity, line total, price inc tax.

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

Use the summarised view of bookings by item when totals or grouped results are more useful than detailed records. Key information: item description, item code, quantity, amount inc tax, amount ex tax, category.

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

Use the summarised view of bookings by item type when totals or grouped results are more useful than detailed records. Key information: item type, category, total inc tax, total ex tax.

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

Review bookings organised or filtered by invoice category. Key information: customer, reference/job number, booking number, invoice date, date from, total amount, category.

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

Use the summarised view of bookings by invoice category when totals or grouped results are more useful than detailed records. Key information: invoice count, monthly total, monthly total ex tax, month, category.

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

Review bookings organised or filtered by referral source. Key information: phone, email, address, customer, referral source, total inc tax, total ex tax.

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

Use the summarised view of bookings by referral source when totals or grouped results are more useful than detailed records. Key information: referral source, total amount, count.

Location: Reports > Bookings & Hire > Bookings by Staff

Review bookings organised or filtered by staff. Key information: customer, reference/job number, booking number, date from, status, staff, total amount.

Location: Reports > Bookings & Hire > Bookings Pick List

An operational picking list for selected bookings, including booking/customer details and the items to pick. Key information: phone, item description, item code, quantity, customer, customer PO, reference/job number, booking number.

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

An operational booking pick list with item images to help identify equipment. Key information: phone, item description, item code, quantity, customer, customer PO, reference/job number, booking number.

Location: Reports > Bookings & Hire > Currently In Stock

Check which hire items are currently available in stock rather than out on hire. Key information: item description, item code, quantity in stock.

Location: Reports > Bookings & Hire > Currently On Hire

Review hire items that are currently out on hire. Key information: phone, customer, customer PO, invoice number, invoice date, date from, date to, total amount.

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

Current hires grouped by customer, with item detail plus customer phone and email. Key information: customer, invoice number, date from, date to, item description, item code, quantity, customer PO, phone, email.

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

Review currently on hire organised or filtered by item. Key information: item description, item code, quantity, customer, invoice number, date from, date to, category.

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

Review current hires with emphasis on the total duration each item has been on hire. Key information: phone, customer, customer PO, invoice number, invoice date, date from, date to, days hired to date.

Location: Reports > Bookings & Hire > Hires by Date

Hire activity by date with item detail, status and customer phone. Key information: customer, invoice number, date from, date to, item description, item code, quantity, status, phone, line total.

Location: Reports > Bookings & Hire > Hires by Item

Review hires organised or filtered by item. Key information: item description, item code, quantity, customer, reference/job number, invoice number, date from, date to.

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

Review hires organised or filtered by item category. Key information: phone, item description, item code, customer, invoice number, date from, date to, status.

Location: Reports > Bookings & Hire > Returns by Date

Returns by date with booking values and customer phone/email. Key information: invoice date, invoice number, customer, customer PO, total amount, date from, date to, phone, email.

Location: Reports > Bookings & Hire > Returns by Item

Review returns organised or filtered by item. Key information: phone, item description, item code, quantity, customer, reference/job number, invoice number, date to.

Location: Reports > Bookings & Hire > Returns Checklist

Use as an operational checklist when processing or verifying returned hire items. Key information: phone, item description, item code, quantity, customer, customer PO, reference/job number, invoice number.

Location: Reports > Bookings & Hire > Returns Overdue

Identify hire returns that are currently overdue. Key information: phone, customer, customer PO, invoice number, invoice date, date from, date to, total amount. Opens directly without the standard criteria screen.

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

Identify overdue returns organised by hire item. Key information: phone, item description, item code, quantity, customer, reference/job number, invoice number, date to. Opens directly without the standard criteria screen.

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

Review hire items or hire periods that are currently stood down. Key information: item description, item code, customer, invoice number, status, reason, completed, stand down %. Opens directly without the standard criteria screen.

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

Review stand downs organised or filtered by date. Key information: item description, item code, customer, invoice number, status, reason, completed, stand down %.

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

Review stand downs organised or filtered by item. Key information: item description, item code, customer, invoice number, status, reason, completed, stand down %.

Location: Reports > Bookings & Hire > Cancelled Bookings

Review bookings that have been cancelled. Key information: phone, customer, customer PO, invoice number, invoice date, date from, date to, total amount.

Use this category for externally sourced or cross-hired items 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?”

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

Review currently on hire organised or filtered by item. Key information: item description, item code, quantity, customer, invoice number, date from, date to, category. Opens directly without the standard criteria screen.

Location: Reports > Cross Hire > Sales by Item

Review sales organised or filtered by item. Key information: item description, item code, customer, customer PO, invoice number, invoice date, date from, date to.

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

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

Use this category for revenue, cost and profitability by item, customer, customer PO, date, event, location or staff member.

Typical questions:

• “Which hires or sales were profitable?”

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

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

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

Review items organised or filtered by category (gross profit margin). Key information: item description, item code, supplier code, price ex tax, cost price ex tax, profit, margin, category. Opens directly without the standard criteria screen.

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

Review items organised or filtered by gross profit margin. Key information: item description, item code, supplier code, price ex tax, cost price ex tax, profit, margin, margin %. Opens directly without the standard criteria screen.

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

Review cost/profit organised or filtered by customer. Key information: customer, invoice number, reference/job number, date from, date to, revenue ex tax, total cost, profit, margin.

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

Review cost/profit organised or filtered by customer PO. Key information: customer PO, invoice number, reference/job number, date from, date to, revenue ex tax, total cost, profit, margin.

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

Review cost/profit organised or filtered by date. Key information: customer, invoice number, reference/job number, date from, date to, revenue ex tax, total cost, profit, margin.

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

Use the detailed view of cost/profit by date when individual records or line-level results need to be reviewed. Key information: item description, item code, customer, invoice number, invoice date, status, profit, margin.

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

Review cost/profit organised or filtered by item (actuals). Key information: item description, item code, total cost, profit, margin, revenue ex tax, category.

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

Review cost/profit organised or filtered by event. Key information: customer, invoice number, reference/job number, date from, date to, revenue ex tax, total cost, profit, margin.

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

Review cost/profit organised or filtered by location. Key information: customer, invoice number, reference/job number, date from, date to, revenue ex tax, total cost, profit, margin.

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

Review cost/profit organised or filtered by staff. Key information: customer, invoice number, reference/job number, date from, date to, revenue ex tax, total cost, profit, margin.

Use this category for customer/contact lists, segmentation, acquisition and churn, quotes/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?”

Location: Reports > Customers & Quotes > Customer Contacts

Export or review customer contacts, including contact names, positions, phone numbers and email addresses. Key information: customer, contact name, position, contact address, contact phone, second contact phone, contact email. Opens directly without the standard criteria screen.

Location: Reports > Customers & Quotes > Customers by Name

A customer list with address, phone and email. Key information: phone, email, address, customer. Opens directly without the standard criteria screen.

Location: Reports > Customers & Quotes > Customers by Category

Review customers organised or filtered by category. Key information: phone, email, address, customer, category. Opens directly without the standard criteria screen.

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

Use the summarised view of customers by category when totals or grouped results are more useful than detailed records. Key information: count, category. Opens directly without the standard criteria screen.

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

Review customers organised or filtered by referral source. Key information: phone, email, address, customer, referral source. Opens directly without the standard criteria screen.

Location: Reports > Customers & Quotes > Customers by Region

Review customers organised or filtered by region. Key information: phone, email, customer, city, state. Opens directly without the standard criteria screen.

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

Use the summarised view of customers by region when totals or grouped results are more useful than detailed records. Key information: state, country, count. Opens directly without the standard criteria screen.

Location: Reports > Customers & Quotes > Customers by Sales

Review customers organised or filtered by sales. Key information: phone, address, customer, city, state, sales total, sales %, sales amount.

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

Review new customers organised or filtered by invoice date. Key information: phone, second phone, email, address, customer, invoice date, first invoice date.

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

Review new customers organised or filtered by referral source. Key information: phone, second phone, email, address, customer, referral source, first invoice date.

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

Identify customers considered churned or dormant using their invoice activity dates. Key information: phone, second phone, email, address, customer, invoice date, latest invoice date.

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

Review quotes/reservations organised or filtered by date. Key information: customer, reference/job number, invoice date, date from, date to, staff, total amount, quote/reservation number.

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

Review quotes/reservations organised or filtered by item. Key information: item description, item code, quantity, customer, reference/job number, quote/reservation number, date from, line total, price inc tax.

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

Review quotes/reservations that have been cancelled. Key information: phone, customer, reference/job number, invoice date, date from, date to, total amount, quote/reservation number.

Location: Reports > Customers & Quotes > Discounts by Customer

See which customer-level and item-specific discount settings are assigned to customers. Key information: customer, credit limit, discount unit group, general discount %, hire discount %, sales discount %, non-stock discount %, specific discount counts. Opens directly without the standard criteria screen.

Use this category for delivery and pickup planning by date, location, item or zone, plus delivery and 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?”

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

Review bookings organised or filtered by date (location). Key information: delivery customer and address, customer, reference/job number, booking number, booking date, date from, date to, location.

Location: Reports > Delivery/Pickup > Bookings by Location

Review bookings organised or filtered by location. Key information: phone, customer, booking number, date from, date to, location.

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

Bookings grouped by location with item detail and customer phone. Key information: location, booking number, customer, date from, date to, item description, phone.

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

A booking pick list that also shows delivery/pickup information. Key information: phone, delivery customer and address, item description, item code, quantity, customer, customer PO, reference/job number.

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

Review currently on hire organised or filtered by customer (location). Key information: address, item description, item code, quantity, customer, customer PO, reference/job number, invoice number.

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

Review currently on hire organised or filtered by item (location). Key information: item description, item code, quantity, customer, invoice number, date from, date to, category. Opens directly without the standard criteria screen.

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

Review currently on hire organised or filtered by zone. Key information: delivery contact and phone, item description, item code, quantity, customer, invoice number, date from, date to.

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

Review currently on hire organised or filtered by location. Key information: delivery contact and phone, item description, item code, quantity, customer, invoice number, date from, date to. Opens directly without the standard criteria screen.

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

Review currently on hire organised or filtered by location & item. Key information: item description, item code, quantity, customer PO, reference/job number, location, delivery zone. Opens directly without the standard criteria screen.

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

Find the current recorded location of hire items. Opens directly without the standard criteria screen.

Location: Reports > Delivery/Pickup > Delivery Dockets

Generate or review delivery dockets for delivery work. Key information: item description, item code, quantity.

Location: Reports > Delivery/Pickup > Pickup Dockets

Generate or review pickup dockets for pickup work. Key information: item description, item code, quantity.

Use this category for hire-item performance and current-month sales forecasts, including profitability, ROI 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?”

Location: Reports > Insights & Forecasts > Hire Item Profitability

Compare hire-item revenue with recorded expenses to review profitability. Key information: item description, item code, revenue ex tax, category, item type, expenses.

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

Assess return on investment for hire items. Key information: item description, item code, cost price, category, days out, hire count, meter usage, revenue.

Location: Reports > Insights & Forecasts > Hire Item Utilisation

Review how much hire equipment was used over a selected period, including days out, hire count, meter usage and revenue. Key information: item description, item code, status, revenue ex tax, category, item type, meter usage, days out.

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

The utilisation view organised by item code, including days out, hire count, meter usage and revenue. Key information: item description, item code, status, revenue ex tax, category, item type, meter usage, days out.

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

Review the current-month sales forecast at line-detail level. Key information: item description, item code, customer, invoice number, invoice date, revenue ex tax, transaction type, revenue date. Opens directly without the standard criteria screen.

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

Review the current-month sales forecast summarised by day. Key information: revenue date, total ex tax, non-stock ex tax, sales ex tax, hire ex tax, hire inc tax, sales inc tax, non-stock inc tax. Opens directly without the standard criteria screen.

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 or serial number is linked to an item?”

• “Which registrations or inspections are due?”

Location: Reports > Items > Items by Category

Review items organised or filtered by category. Key information: item description, item code, category, quantity for hire.

Location: Reports > Items > Items by Description

Review items organised or filtered by description. Key information: item description, item code, category, item type.

Location: Reports > Items > Items by Code

Review items organised or filtered by code. Key information: item description, item code, supplier code, barcode, category, item type.

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

Review items organised or filtered by code (serial tracking). Key information: item description, item code, serial number, category, item type, serial numbers.

Location: Reports > Items > Items by Supplier

Review items organised or filtered by supplier. Key information: item description, item code, supplier, supplier code, category, item type.

Location: Reports > Items > Item Prices

List item prices with tax, selling unit and item classification information. Key information: item description, item code, price inc tax, price ex tax, tax, category, selling unit, quantity for hire.

Location: Reports > Items > Item Prices (Grouped)

List item prices in the grouped price-report layout. Key information: item description, item code, price inc tax, price ex tax, tax, category, selling unit, item type.

Location: Reports > Items > Item History

Review the recorded history of an item. Opens directly without the standard criteria screen.

Location: Reports > Items > Asset Register

Produce an asset-register view of applicable items. Key information: item description, item code, cost price ex tax, total cost, purchase date, disposal date, inactive status, category. Opens directly without the standard criteria screen.

Location: Reports > Items > Acquired Items

Review items that were acquired. Key information: item description, item code, cost price, cost price ex tax, purchase date, disposal date, single/bulk tracking, category.

Location: Reports > Items > Disposed Items

Review items that were disposed of. Key information: item description, item code, cost price, cost price ex tax, purchase date, disposal date, single/bulk tracking, category.

Location: Reports > Items > Registrations Due

Identify item or vehicle registrations that are due. Key information: item description, item code, registration, registration due date, year, make, model, year made. Opens directly without the standard criteria screen.

Location: Reports > Items > Inspections (WOF) Due

Identify inspections or Warrant of Fitness checks that are due. Key information: item description, item code, registration, WOF due date, year, make, model, year made. Opens directly without the standard criteria screen.

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?”

Location: Reports > Maintenance > Equipment Overview

Review a consolidated overview of equipment and its maintenance-related status. Key information: item description, item code, next service meter, next service date, category, item type, reading date, last meter reading.

Location: Reports > Maintenance > Equipment Information & Service History

A detailed equipment record with identification, meter/service information and recent service and inspection history. Key information: item code, item description, make, model, serial number, last meter reading, last service date, next service meter, next service date, service/inspection history.

Location: Reports > Maintenance > Maintenance by Date

Review maintenance organised or filtered by date. Key information: item description, item code, total amount, total cost, service date, service number, service reason, meter reading.

Location: Reports > Maintenance > Maintenance by Item

Review maintenance organised or filtered by item. Key information: item description, item code, total amount, service date, service number, service reason, meter reading, next service meter.

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

Use the detailed view of maintenance by item when individual records or line-level results need to be reviewed. Key information: item description, item code, quantity, line total, price inc tax, tax, service date, service number.

Location: Reports > Maintenance > Maintenance by Staff

Review maintenance organised or filtered by staff. Key information: item description, item code, staff, total amount, service date, service number, service reason.

Location: Reports > Maintenance > Maintenance Due (Pending)

Identify pending maintenance that is due. Key information: item description, item code, invoice number, current location, service date, service number, service reason, reason. Opens directly without the standard criteria screen.

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

Find equipment due for servicing by date, with the current location and previous service/invoice context. Key information: item description, item code, service due date, next service reason, current location, last service number, last invoice, last service reason.

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

Find equipment due for servicing by meter reading, with the current location and previous service details. Key information: item description, item code, service due meter reading, current location, last invoice, last service number, last meter reading, reading date, last service date, next service reason.

Location: Reports > Maintenance > Inspection Checklists by Date

Review inspection checklists organised or filtered by date. Key information: item description, item code, staff, meter reading, technician, inspection reason, inspection number, inspection date.

Location: Reports > Maintenance > Inspection Checklists by Item

Review inspection checklists organised or filtered by item. Key information: item description, item code, staff, meter reading, inspection reason, inspection number, start date.

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

Find equipment with an upcoming inspection date and see the previous inspection/status context. Key information: item description, item code, inspection reason, next inspection date, last inspection date, status.

Location: Reports > Maintenance > Onsite Service Schedule by Date

Review onsite service schedule organised or filtered by date. Key information: phone, location address, customer address, item description, item code, reference/job number, invoice number.

Location: Reports > Maintenance > Onsite Service Schedule by Zone

Review onsite service schedule organised or filtered by zone. Key information: delivery contact and phone, item description, item code, customer, invoice number, location, delivery zone, last service date. Opens directly without the standard criteria screen.

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

Use the summarised view of service & repair costs when totals or grouped results are more useful than detailed records. Key information: item description, item code, item type, category, total cost inc tax, total cost ex tax.

Location: Reports > Maintenance > Test & Tag Compliance Records

Review recorded test-and-tag results and due dates for tagged equipment. Key information: item description, item code, serial number, comments, tag number, test date, test interval, next test due. Opens directly without the standard criteria screen.

Location: Reports > Maintenance > Test & Tag Schedule

See equipment test-and-tag dates, intervals and next test due dates. Key information: item description, item code, serial number, tag number, test date, test interval, next test due. Opens directly without the standard criteria screen.

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?”

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

Review finance payments due for a selected week-ending period. Key information: customer, reference/job number, invoice number, checked, repayment amount, frequency, finish date.

Location: Reports > Finance > Finance Open Invoices

Identify finance invoices that remain open. Key information: customer, invoice number, invoice date, total amount, balance due, balance, loan term, repayment amount. Opens directly without the standard criteria screen.

Use this category for takings, received payments, deposits, bonds, prepayments, outstanding balances and debtor 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?”

Location: Reports > Payments > Daily Takings

Review takings for a selected day or daily period. Key information: customer, invoice number, payment method, transaction type, account name, payment ID, amount.

Location: Reports > Payments > Weekly Takings

Review takings for a selected week. Key information: cash payments, cheque payments, EFTPOS payments.

Location: Reports > Payments > Deposits Due by Date

Find bookings with deposits due and the customer contact details needed to follow them up. Key information: customer, phone, second phone, deposit due date, booking number, booking date, reference/job number, deposit %, deposit amount, total amount. Opens directly without the standard criteria screen.

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

Review bonds and deposits currently held, grouped by type. Key information: customer, invoice number, invoice date, payment date, payment method, transaction type, payment ID, amount. Opens directly without the standard criteria screen.

Location: Reports > Payments > Pre Payments

Review customer payments received in advance. Key information: customer, invoice number, date from, amount ex tax, tax amount, payment date, transaction type, payment ID.

Location: Reports > Payments > Payments by Date

Review payments organised or filtered by date. Key information: customer, invoice number, amount ex tax, tax amount, payment date, transaction type, account name, payment ID.

Location: Reports > Payments > Payments by Date & Invoice

Review payments organised or filtered by date & invoice. Key information: customer, invoice number, amount ex tax, tax amount, payment date, transaction type, payment ID, amount.

Location: Reports > Payments > Payments by Month

Review payments organised or filtered by month. Key information: month, amount inc tax, amount ex tax, tax amount, annualised inc tax, annualised ex tax.

Location: Reports > Payments > Payments by Type

Review payments organised or filtered by type. Key information: transaction type, payment date, customer, invoice number, amount, memo, cash payments, cheque payments, EFTPOS payments, online payments.

Location: Reports > Payments > Payments by Sales Mode

Review payments organised or filtered by sales mode. Key information: customer, invoice number, payment date, sales mode, payment ID, amount, cheque number, memo.

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

Review outstanding customer balances split into current, 30, 60 and 90-day calendar-month ageing buckets. Key information: customer, phone, second phone, credit limit, current balance, 30-day balance, 60-day balance, 90-day balance.

Location: Reports > Payments > Payments Outstanding by Customer

Review payments outstanding organised or filtered by customer. Key information: customer, invoice number, invoice date, status, amount due, balance due date, date from, date to, reference/job number, customer PO.

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

Use the summarised view of payments outstanding by customer when totals or grouped results are more useful than detailed records. Key information: phone, second phone, customer, amount due, payment terms, credit limit.

Location: Reports > Payments > Payments Outstanding by Date

Review payments outstanding organised or filtered by date. Key information: invoice date, customer, invoice number, status, total amount, amount due, balance due date, date from, date to, reference/job number.

Location: Reports > Payments > Payments Outstanding by Month

Review payments outstanding organised or filtered by month.

Location: Reports > Payments > Payments Outstanding As At

Review outstanding customer balances at a specified date. Key information: customer, balance.

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

Review payments organised or filtered by year (method). Opens directly without the standard criteria screen.

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

Typical questions:

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

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

• “Which invoices are awaiting supply or cancelled?”

Location: Reports > Sales > Sales by Branch

Review sales organised or filtered by branch. Key information: customer, customer PO, invoice number, invoice date, date from, date to, status, total amount. Requires the Branches module.

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

Use the summarised view of sales by branch when totals or grouped results are more useful than detailed records. Requires the Branches module.

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

Rank sales by customer from highest to lowest for comparison. Key information: phone, email, customer, city, state, amount inc tax, amount ex tax, sales total.

Location: Reports > Sales > Sales by Customer

Review sales organised or filtered by customer. Key information: customer, customer PO, reference/job number, invoice number, invoice date, date from, date to, status.

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

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

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

Review sales organised or filtered by customer (all summary).

Location: Reports > Sales > Sales by Customer Category

Review sales organised or filtered by customer category. Key information: customer, customer PO, invoice number, invoice date, status, total amount, category.

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

Use the summarised view of sales by customer category when totals or grouped results are more useful than detailed records. Key information: invoice count, monthly total, monthly total ex tax, month, category.

Location: Reports > Sales > Sales by Customer PO

Review sales organised or filtered by customer PO. Key information: customer, customer PO, reference/job number, invoice number, invoice date, status, total amount.

Location: Reports > Sales > Sales by Date

Review sales organised or filtered by date. Key information: customer, customer PO, reference/job number, invoice number, invoice date, status, total amount, amount ex tax.

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

Use the summarised view of sales by date when totals or grouped results are more useful than detailed records. Key information: amount inc tax, amount ex tax, monthly total, monthly total ex tax, month.

Location: Reports > Sales > Sales by Item

Review sales organised or filtered by item. Key information: item description, quantity, customer, invoice number, invoice date, date from, date to, amount inc tax.

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

Use the summarised view of sales by item when totals or grouped results are more useful than detailed records. Key information: item description, item code, quantity, amount inc tax, amount ex tax, item type, category.

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

Use the summarised view of sales by item group when totals or grouped results are more useful than detailed records. Key information: item description, item code, quantity, amount inc tax, amount ex tax, item type, category, item group/code.

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

Rank sales by item from highest to lowest for comparison. Key information: item description, item code, amount inc tax, amount ex tax, sales %, times used, item type, category.

Location: Reports > Sales > Sales by Item Category

Review sales organised or filtered by item category. Key information: customer, customer PO, invoice number, invoice date, status, total amount, line total ex tax, cost price.

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

Use the summarised view of sales by item category when totals or grouped results are more useful than detailed records. Key information: sales total, sales total ex tax, invoice count, customer count, total ex tax, total inc tax, item category, category.

Location: Reports > Sales > Sales by Item Type

Review sales organised or filtered by item type. Key information: customer, customer PO, invoice number, invoice date, status, total amount, item type.

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

Use the summarised view of sales by item type when totals or grouped results are more useful than detailed records. Key information: sales total, sales total ex tax, times used, item type, category.

Location: Reports > Sales > Sales by Invoice Category

Review sales organised or filtered by invoice category. Key information: customer, customer PO, invoice number, invoice date, status, total amount, category.

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

Use the summarised view of sales by invoice category when totals or grouped results are more useful than detailed records. Key information: invoice count, monthly total, monthly total ex tax, count, invoice category, category.

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

Use the detailed view of sales by invoice when individual records or line-level results need to be reviewed. Key information: item description, item code, quantity, line total, price inc tax, price ex tax, tax, selling unit.

Location: Reports > Sales > Sales by Invoice Number

Review sales organised or filtered by invoice number. Key information: customer, customer PO, reference/job number, invoice number, invoice date, status, staff, total amount.

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

Use the audit-oriented view of sales by invoice number when checking invoice history or accuracy. Key information: customer, invoice number, invoice date, status, audit action, audit date, audit time, audit date/time.

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

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

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

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

Location: Reports > Sales > Sales by Referral Source

Sales by referral source with customer address, phone and email alongside sales totals. Key information: referral source, customer, address, phone, email, sales total, sales total ex tax.

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

Use the summarised view of sales by referral source when totals or grouped results are more useful than detailed records. Key information: sales total, sales count, count, referral source, sales amount.

Location: Reports > Sales > Sales by Region

Review sales organised or filtered by region. Key information: customer, invoice number, invoice date, status, city, postcode, state, total amount.

Location: Reports > Sales > Sales by Sales Representative

Review sales organised or filtered by sales representative. Key information: customer, customer PO, invoice number, invoice date, status, staff, total amount.

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

Review sales organised or filtered by sales representative (customer ranking). Key information: customer, staff, account type, credit limit.

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

Use the summarised view of sales by sales representative when totals or grouped results are more useful than detailed records. Key information: staff, monthly total, month.

Location: Reports > Sales > Sales by Staff

Review sales organised or filtered by staff. Key information: customer, invoice number, invoice date, status, staff, total amount, amount ex tax, amount paid.

Location: Reports > Sales > Sales by Staff & Item

Review sales organised or filtered by staff & item. Key information: item description, item code, customer, invoice number, invoice date, date from, date to, line total.

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

Use the summarised view of sales by staff when totals or grouped results are more useful than detailed records. Key information: staff, amount inc tax, amount ex tax, amount paid, monthly total, monthly total ex tax, count, month.

Location: Reports > Sales > Sales by Selling Unit

Review sales organised or filtered by selling unit. Key information: item description, item code, quantity, customer, invoice number, invoice date, line total, price inc tax.

Location: Reports > Sales > Sales by Tax Code

Review sales organised or filtered by tax code. Key information: item description, item code, quantity, customer, invoice number, invoice date, country, line total.

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

Review sales organised or filtered by year (item type).

Location: Reports > Sales > Sales by Event

Review sales organised or filtered by event. Key information: address, customer, customer PO, reference/job number, invoice number, invoice date, event date, status.

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

Use the summarised view of sales by billing zone when totals or grouped results are more useful than detailed records. Key information: zone, billing zone, amount inc tax, amount ex tax, amount paid, count, total inc tax, total ex tax.

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

Use the summarised view of sales by delivery zone when totals or grouped results are more useful than detailed records. Key information: delivery zone, amount inc tax, amount ex tax, amount paid, count.

Location: Reports > Sales > Sales Invoices Awaiting Supply

Identify sales invoices containing goods or items still awaiting supply. Key information: item description, item code, quantity, customer, invoice number, invoice date, amount inc tax, amount ex tax.

Location: Reports > Sales > Customer Discounts by Date

Review customer discounts organised or filtered by date. Key information: customer, invoice number, invoice date, status, date from, date to, staff, total amount, normal amount inc tax, discount amount.

Location: Reports > Sales > Cancelled Invoices

Review invoices that have been cancelled. Key information: phone, customer, customer PO, invoice number, invoice date, date from, date to, total amount.

Use this category for hire and sales stock levels, stocktake, reorder information, movements, adjustments and branch transfers.

Typical questions:

• “What stock is on hand?”

• “What needs reordering?”

• “What moved or was adjusted?”

• “What stock was transferred between branches?”

Location: Reports > Stock Control > Hire Stock On Hand

See hire quantity in stock and on hire by item. Key information: item description, item code, quantity, category, quantity in stock, quantity on hire, item type.

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

Review hire stock on hand with an emphasis on monetary value. Key information: item description, item code, quantity, cost price, total cost, category.

Location: Reports > Stock Control > Hire Stocktake

Produce a stocktake view for hire inventory. Key information: item description, item code, quantity, category, quantity for hire, quantity on hire, variance, expected quantity. Opens directly without the standard criteria screen.

Location: Reports > Stock Control > Sales Stock On Hand

See current sales-stock quantities by item. Key information: item description, item code, quantity, slot.

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

Review sales stock on hand with an emphasis on monetary value. Key information: item description, item code, quantity, cost price, cost price ex tax, category, item type.

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

Review sales stocktake with an emphasis on monetary value. Key information: item description, item code, quantity, cost price, cost price ex tax, category, total ex tax, total inc tax.

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

Review sales-stock quantities with reorder/top-up information. Key information: item description, item code, quantity, category, reorder top-up %.

Location: Reports > Stock Control > Sales Stock Reorder List

Identify sales-stock items that need to be reordered. Key information: item description, item code, quantity, category, reorder top-up %, reorder cost.

Location: Reports > Stock Control > Stock Movements

Review recorded stock movements by item. Key information: item description, item code, quantity, status, reference number.

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

Review stock movements with an emphasis on monetary value. Key information: item description, item code, quantity, status, cost price, cost price ex tax, reference number.

Location: Reports > Stock Control > Stock Adjustments

Review recorded stock adjustments and their reasons. Key information: item description, item code, quantity, reason.

Location: Reports > Stock Control > Branch Transfers

Review branch transfers information in the Stock Control report category. Key information: dispatch date, receival date, staff, reference/job number, branch from, branch to, date completed, item description, item code, quantity, serial number, total cost.

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

Use the summarised view of branch transfers when totals or grouped results are more useful than detailed records. Key information: reference/job number, staff, dispatch date, receival date, date completed.

Use this category for bank, cash-book, BAS, income and expenditure reporting on cash or accrual basis.

Typical questions:

• “What is in each bank account?”

• “What transactions are unreconciled?”

• “Show income or expenditure for BAS/accounting review.”

Location: Reports > Accounting > BAS Assistant

Support preparation and review of Business Activity Statement information.

Location: Reports > Accounting > Bank Balances As At

Review bank balances at a specified date. Key information: account name, balance, bank name, account number, BSB, account type.

Location: Reports > Accounting > Bank Reconciliation

Review information used to reconcile bank transactions and balances. Key information: customer, transaction type, account name, withdrawals, deposits, balance, completed, reference number.

Location: Reports > Accounting > Bank Transaction Summary

Summarise withdrawals and deposits by bank account. Key information: account name, withdrawals, deposits.

Location: Reports > Accounting > Cash Book

Review cash-book transactions with account, customer/supplier, withdrawal/deposit and income/expense information. Key information: transaction date, customer/supplier, transaction type, reference number, withdrawals, deposits, income/expense account, account name.

Location: Reports > Accounting > Cash Book by Month

Review cash book organised or filtered by month. Key information: month, transaction date, customer/supplier, transaction type, transaction number, withdrawals, deposits, income/expense account, account name.

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

Use the summarised view of cash book by month when totals or grouped results are more useful than detailed records. Key information: account name, month.

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

Review sales income details (cash basis) information in the Accounting report category. Key information: customer, reference/job number, invoice number, amount inc tax, amount ex tax, tax amount, payment date, transaction type.

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

Review other income details (cash basis) information in the Accounting report category. Key information: customer, payment date, description, amount ex tax, tax amount, amount, memo.

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

Review expenditure details (cash basis) information in the Accounting report category. Key information: supplier, payment date, expense account/type, amount ex tax, tax amount, amount inc tax, memo.

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

Review expenditure summary (cash basis) information in the Accounting report category. Key information: amount inc tax, amount ex tax, tax amount, account subtype, expense account/type, non-BAS amount.

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

Review income & expenditure details (cash basis) together in one report. Key information: income/expense account, total inc tax, total ex tax.

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

Review income & expenditure summary (cash basis) together in one report.

Location: Reports > Accounting > Unreconciled Transactions

Identify bank transactions that have not been reconciled. Key information: customer, transaction type, account name, withdrawals, deposits, transaction date, transaction number, income/expense account.

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

Review sales income details (accrual basis) information in the Accounting report category. Key information: customer, customer PO, reference/job number, invoice number, invoice date, status, total amount, amount ex tax.

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

Review other income details (accrual basis) information in the Accounting report category. Key information: customer, payment date, description, amount ex tax, tax amount, amount, memo.

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

Review expenditure details (accrual basis) information in the Accounting report category. Key information: supplier, date received, expense account/type, amount ex tax, tax amount, amount inc tax, memo.

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

Review income & expenditure details (accrual basis) together in one report. Key information: income/expense account, total inc tax, total ex tax.

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

Review income & expenditure summary (accrual basis) together in one report.

Use this category for bills and expenses by supplier, date, year and expense type, including outstanding bills.

Typical questions:

• “What bills are outstanding?”

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

• “How do expenses compare with income?”

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

Use the summarised view of bills by month when totals or grouped results are more useful than detailed records. Key information: supplier, total amount, month.

Location: Reports > Expenses > Bills by Supplier

Review bills organised or filtered by supplier. Key information: supplier, amount inc tax, payment date, supplier invoice number, date received, memo.

Location: Reports > Expenses > Bills Outstanding As At

Review supplier bills still outstanding at a specified date. Key information: supplier, amount inc tax, amount ex tax, payment date, supplier invoice number, date received, memo.

Location: Reports > Expenses > Expenses by Date

Review expenses organised or filtered by date. Key information: supplier, amount inc tax, amount ex tax, tax amount, payment date, month, expense account/type, cheque number.

Location: Reports > Expenses > Expenses vs Income

Compare recorded expenses with income.

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

Review expenses organised or filtered by supplier (expense type). Key information: supplier, tax, expense account/type, total ex tax, total inc tax.

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

Use the summarised view of expenses by supplier when totals or grouped results are more useful than detailed records. Key information: supplier, amount inc tax, amount ex tax, tax, tax amount, total ex tax, total inc tax.

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

Rank expenses by supplier from highest to lowest for comparison. Key information: supplier, amount inc tax, amount ex tax, tax, tax amount, total ex tax, total inc tax.

Location: Reports > Expenses > Expenses by Year

Review expenses organised or filtered by year. Opens directly without the standard criteria screen.

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

Typical questions:

• “Which items are on purchase orders?”

• “What purchase orders were received?”

• “Which purchase orders are still pending?”

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

Location: Reports > Purchase Orders > Purchase Orders by Branch

Review purchase orders organised or filtered by branch. Key information: branch, purchase order number, order date, supplier, phone, date received, total amount, reference/job number, amount paid. Requires the Branches module.

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

Use the summarised view of purchase orders by branch when totals or grouped results are more useful than detailed records. Requires the Branches module.

Location: Reports > Purchase Orders > Purchase Orders by Date

Review purchase orders organised or filtered by date. Key information: purchase order number, order date, supplier, phone, status, staff, date received, total amount, reference/job number, amount paid.

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

Use the detailed view of purchase orders by date when individual records or line-level results need to be reviewed. Key information: item description, item code, quantity, supplier, line total, line total ex tax, transaction type, purchase order number.

Location: Reports > Purchase Orders > Purchase Orders by Item

Review purchase orders organised or filtered by item. Key information: item description, quantity, supplier, line total, transaction type, category, order date, purchase order number.

Location: Reports > Purchase Orders > Purchase Orders by Staff

Review purchase orders organised or filtered by staff. Key information: phone, supplier, reference/job number, staff, total amount, amount paid, transaction type, order date.

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

Review purchase orders received organised or filtered by supplier. Key information: item description, item code, quantity, supplier code, line total, line total ex tax, price inc tax, price ex tax.

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

Identify pending purchase orders organised by item. Key information: item description, item code, quantity, supplier, line total, category, order date, purchase order number.

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

Identify pending purchase orders organised by supplier. Key information: item description, item code, quantity, line total, category, order date, purchase order number.

Location: Reports > Purchase Orders > Sales Orders by Date

Review sales orders organised or filtered by date. Key information: customer, customer PO, reference/job number, invoice number, invoice date, total amount, amount inc tax, amount ex tax.

Use this category for leave, salary sacrifice and wage reporting.

Typical questions:

• “What leave is recorded for an employee?”

• “What wages were recorded by date or employee?”

• “What salary-sacrifice amounts are recorded?”

Location: Reports > Wage Book > Leave by Employee

Review employee leave organised by employee. Key information: date from, date to, staff, balance, comments, period, holiday leave, sick leave.

Location: Reports > Wage Book > Salary Sacrifice

Review recorded salary-sacrifice information. Key information: staff, tax file number, super fund, membership number, pay period from, pay period to, salary sacrifice, pay date.

Location: Reports > Wage Book > Wages by Date

Review wages organised or filtered by date. Key information: staff, tax, comments, pay date, pay period from, pay period to, allowances, gross.

Location: Reports > Wage Book > Wages by Employee (Summary)

Use the summarised view of wages by employee when totals or grouped results are more useful than detailed records. Key information: employee, tax file number, date of birth, phone, gross, tax, deductions, net, superannuation, allowances.

When a user asks which report to use:

1. Match the 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. Check the Key information for requested fields such as phone, email, item details, location, status or financial values. Prefer one report that already contains the required information rather than suggesting separate reports that would need to be combined.

4. Reply with the exact navigation path: Reports > [Category] > [Report name].

5. Briefly explain why the report matches. Mention a close alternative only when it materially changes the grouping or information shown.

6. Do not assume a field is present just because a similar report contains it. Use the information documented for that specific report.

7. Branch reports require the Branches module. If a report is unavailable, consider permissions and enabled modules.

Example: “Go to Reports > Bookings & Hire > Bookings by Date & Item. It shows the booking, customer, booked dates, status, phone, email, item description/code and quantity, so it is suitable when you need booked items together with customer contact details.”