How to View Rental Asset Financial Information (Desktop)


What: Rental asset Financial information includes all financial and rental agreement information for your rental assets (i.e. assets rented by your company from a third party). This information can be found in the following locations:

  • Rental Information tab under the Asset Details page in the Assets feature
  • "Asset Financial" Report in the Answers feature
  • “Rental Asset Financial Information” in the Reports feature

Financial information is available only for Owned assets and includes the following:

  • Rental Information (rental agreement terms)
  • Purchase Information (in the event the rental asset was purchased by your company)

Who: Users with the Rental Information permission can access rental financial data on the Asset Details> Rental Information tab and view and run financial reports from the Reports and Answers features. 

NOTE:

Financial information can only be viewed in Tenna on a desktop, not in the Tenna App.

Asset Details > Financial Tab

Step 1. Select "Assets" from the left-side navigation.

Step 2. Identify a rental asset from your asset list and click the "eye" icon on the right to enter its details page.

Step 3. Select the "Rental Information" tab.

All the asset's rental and financial information is displayed on this tab.

Some of the fields displayed on the screen are values manually provided for the asset from the asset's add/edit form.

Other fields are automatically calculated based on the values manually provided for the asset, indicated by an asterisk. 

Answers > Asset Financials

Step 1. Select "Answers" from the left-side navigation.

Asset Financials is the default page and includes the financial information for all the owned and rental assets in your account.

Data can be sorted, filtered and customized by dragging or removing columns. 

The data can be exported via right clicking on the grid and selecting a file format to download.

Reports > Asset Financials

Step 1. Select "Reports" from the left-side navigation.

Step 2. Click the row or eye icon to enter the Rental Asset Financial Information Report. 

Financial information for all the rental assets in the your account is included in this report.

Refer to How to View Owned Asset Financial Information (Desktop) for details on financial data for owned assets. 

Data can be sorted, filtered and customized by dragging or removing columns. 

The data can be exported via right clicking on the grid and selecting a file format to download, or selecting the download arrow on the toolbar at the top right corner of the grid.

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