Excel reports in OC Rental App
In Rental App you have the ability to download data directly into excel form as layout reports. This process lasts only few seconds and offers many advantages for easy working with data.
Note:
To view your company's data in excel form, please do the following steps:
Search report layouts on the main page.
In Report Layouts card search rent order overview with report ID 70502809 and click on export layout.
After previous steps, the excel form will be downloaded. Please, save this excel into your PC.
Within this step, search report layout on the main page again. Then search rent order overview with report ID 70502809 and click on new layout.
Then you will see the table. Into table enter important information, click on OK and upload excel form from your PC into app.
In the last step, set this report as default.
After completing this process, you should see your company data in Excel form. Below you will find out how to work with reports.
Downloading and uploading Reports
Firstly, you have to click on button Reports and choose Rent Order Overview.
Then, click on Download and you will get data from Rental App into Excel form.
The reports are focusing on rent overview, concretely:
Short vs- long term rents
Revenue from customers
The most rented item groups
The most rented items
TOP 10 items (acc. to income)
Through pivot tables you can filter data upon your conditions. You can also change the type or colour of the charts.
Note:
Everytime you download data from Rental App in excel fom, you will get current data.