Asset Rentals Report (Desktop)

The Asset Rentals Report provides a view of the costs generated by assets you are renting from third parties, such as Sunbelt or United Rentals.

Permissions Requirements: Users with the "Rental Information" permission turned ON can access this report. This report is typically referenced by Operations Managers (Project Managers, VP Operations, etc.) to review equipment rental costs across job sites.  

NOTE: If Data Access Controls is enabled on your account, users will only see the assets to which they have access when viewing this report.

Navigating to the Report

There are two ways to access these reports:

1

Click "Reports", then "All Reports" in the left side navigation.

Scroll down to the "Financial" section the the Asset Rentals report by clicking the "eye" icon under the Actions column.

NOTE: Click the "Star" icon to the left of the report to Favorite the report.

2

Or, click "Reports" in the top global navigation menu, then select "Financial", then "Asset Rentals".

Date Range

The default date range is the past seven days through today. Quick date range options include: Today, Yesterday, Previous Week, and Previous Month.

Results reflect start and end dates in your account's timezone. You can select a maximum range of 180 days and search back to the beginning of your account's history.

To exlude non-working days, select "View Workdays Only" or "View Weekdays Only" in the date range picker.

Reading the Report

Report results are organized by Site Name, with the total rental cost displayed in dollars for each site. Each parent row shows the number of assets and the sum of all rental costs for that site.

Beneath each site, the detail rows list the individual rental assets.

NOTE: Assets appear in this report once they enter the site's geofence. Cost calculations begin the moment the asset enters the geofence.

Click on any rental asset in the report view it's details:

Field Description
Rental Start Date The official first date the asset was rented
Actual End Date The official last date the asset was rented
Forcasted End Date The projected last date the asset will be rented
Current Rental Rate The rate at which the asset is being rented
Current Rental Term The billing term for the rental rate (i.e. daily)
Rent Paid Total rent paid from the rental start date through the current date
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