REPORTS
The reservation report is filtered by date range, branch and status and grouped by model or plate. The income and expenses table reads period by period or car by car. The figures come from the panel's own records.
Reports / Reservation report
Reservation report
Reservations by date range, branch and status. The totals are of the rows that were loaded.
| Booking | Status | Customer | Model | Pickup / return | Days | Total | Balance |
|---|---|---|---|---|---|---|---|
| HRAHHA8Q | Confirmed | Olivia Carter | Renault ClioTRKLM4521 | 2026-09-14 09:302026-09-17 09:30Los Angeles Airport | 3 | $310.00$75.00 | $235.00 |
| 7QK2M4RD | Out with the customer | Ethan Bennett | Renault ClioTRKLM4522 | 2026-09-12 15:002026-09-14 15:00Los Angeles Airport | 2 | $218.00$218.00 | $0.00 |
| Z7C3N5WD | Completed | Grace Foster | Mercedes-Benz VitoTRKLM4531 | 2026-09-10 09:002026-09-14 10:10Burbank Airport | 4 | $690.00$690.00 | $0.00 |
AT THE DESK TODAY
To know how many days a model was out and what it earned you have to export the booking list into a sheet and add it up.
When servicing, damage repair and insurance premiums are kept apart from income, a period's net result does not show without some effort.
If you moved past bookings into the panel, seeing only what happened in this panel means picking the totals apart by hand.
HOW IT WORKS
You narrow the question with filters first, then read the totals and the groups.
Choose which date field to look at (collection, return or created), the range, the branch and one or more statuses; search by booking code, contract number or customer name. The filters stay put across the three tabs.
Reservations, days, total, collected and balance sit in a strip of their own for each currency. The totals are worked out over the loaded rows; if the row limit is hit, the panel says so.
These totals are calculated over the rows that were loaded, which is as many as the server returned.
This page hit the cap, so the totals cover these rows and not the whole month.
The model report opens a line for each model and the plate report one for each plate: reservations, days and total on the header, the rows beneath it once opened. Bookings with no plate yet are gathered in a group of their own.
| Booking | Status | Customer | Pickup / return | Total |
|---|---|---|---|---|
| HRAHHA8Q | Confirmed | Olivia Carter | 2026-09-14 09:30 | $310.00 |
| 7QK2M4RD | Out with the customer | Ethan Bennett | 2026-09-12 15:00 | $218.00 |
The income and expenses table shows what a period earned and spent: booking revenue, collected, servicing, damage repair, fines written off, premiums and net. Each currency has its own table with a total on the last row.
Reports / Income / Expenses
Income / Expenses
What was earned and what was spent over the range you chose. The server adds it up, one currency at a time.
| Period | Booking revenue | Collected | Servicing | Damage repair | Fines written off | Premiums | Expenses total | Net |
|---|---|---|---|---|---|---|---|---|
| July 2026 | $47,200.00 | $44,170.00 | $2,180.00 | $930.00 | $0.00 | $2,580.00 | $5,690.00 | $41,510.00 |
| August 2026 | $55,310.00 | $51,400.00 | $3,170.00 | $0.00 | $260.00 | $2,580.00 | $6,010.00 | $49,300.00 |
| September 2026 | $41,380.00 | $33,560.00 | $6,980.00 | $5,070.00 | $0.00 | $2,580.00 | $14,630.00 | $26,750.00 |
| Total | $143,890.00 | $129,130.00 | $12,330.00 | $6,000.00 | $260.00 | $7,740.00 | $26,330.00 | $117,560.00 |
DETAILS
In the panel: Dashboard
Pick-ups today, returns today, rentals in progress, fleet in use, taken this month and paperwork due sit in six tiles when the panel opens, each opening its own list. The switch above leaves past bookings out.
In the panel: Reports, Reservation report
The reservation report downloads as a CSV with the filters on screen. The three views share one tab strip, and switching keeps the window and filters as they are.
In the panel: Reports, Income / Expenses
In the income and expenses table, this month, last month, last 3 months and this year are one press each. You switch to the period or vehicle fold from the tabs.
In the panel: Reports, Reservation report
If the range has no reservations the panel says so and suggests widening it; on a report that hit the row limit it notes that the first records are shown.
Showing the first 200 records. Narrow the filters.
Ask for a demo; we will open a month's reservation report and its income and expenses table together.