Report Options
Use the Report Options screen to set up the report criteria before running the selected rental report.
To open the Report Options screen, click a rental report link (Open Rental Agreement Details, Rental Discount Rate Exception, Rental Reports by Location, or Reservation Contracts) on the Rental Report screen.
Topics in this section are:
Open Rental Agreement Details Report
This report lists all open rental counter contracts. It shows details related to invoices that have been, or are waiting to be, generated, and projects various totals depending on the duration(s) assigned.
Once run, this report checks if a rental contract has a pending invoice. If no pending invoice is found, there is an estimate of the invoice date based on how IntelliDealer is configured. For example, if you are using billing method four, the number of days between the last covered To and From dates are used to determine the next invoice date.
The fields in the Additional Parameters section of the Report Options - Open Rental Agreement Details screen are:
| Additional Parameters | |
|---|---|
| Field | Description |
| Select Location | Runs the open rental agreement details report for the location selected. |
| All Locations | Runs the open rental agreement details report for all locations. |
The fields in the Select Printer section of the Report Options - Open Rental Agreement Details screen are:
| Select Printer | |
|---|---|
| Field | Description |
| Printer | The printer used for printing the open rental agreement details report. |
| or PDF | Creates a PDF of the open rental agreement details report, which can be viewed via the PDF Viewer. |
The report produced when running an Open Rental Agreement Details report is:
| RHRPT01 | Open Rental Agreements |
Use these buttons to complete your work on the Report Options - Open Rental Agreement Details screen:
| Button | Description |
|---|---|
| Run Report | Runs the open rental agreement details report based on the criteria selected in the above fields. |
| Close | Closes the Report Options screen without running the open rental agreement details report and returns to the Product Support Quick Links screen. |
Rental Duration Rate Exception Report
This report shows contracts that have rate exceptions (overrides) on them. It can be run for daily rates, weekly rates, or both in the same run. The report shows various details to do with the contract items, rates, and associated discounts.
The fields in the Additional Parameters section of the Report Options - Rental Duration Rate Exception screen are:
| Additional Parameters | |
|---|---|
| Field | Description |
| Select Location | Runs the rental duration rate exception report for the location selected. |
| All Locations | Runs the rental duration rate exception report for all locations. |
| Select Monthly Duration | Only rental contracts with a rental duration the same as the duration selected are included in the run. |
The fields in the Select Printer section of the Report Options - Rental Duration Rate Exception screen are:
| Select Printer | |
|---|---|
| Field | Description |
| Printer | The printer used for printing the rental duration rate exception report. |
| or PDF | Creates a PDF of the rental duration rate exception report, which can be viewed via the PDF Viewer. |
The report produced when running a Rental Duration Rate Exception report is:
| RIRPT01 | Rental Rate Exceptions |
Use these buttons to complete your work on the Report Options - Rental Duration Rate Exception screen:
| Button | Description |
|---|---|
| Run Report | Runs the rental duration rate exception report based on the criteria selected in the above fields. |
| Close | Closes the Report Options screen without running the rental duration rate exception report and returns to the Product Support Quick Links screen. |
Rental Report by Location
This report lists open or completed rental contracts by location, showing monthly rate for each item on the contract and only showing those contracts whose date out is in the range that is specified on the report options screen.
The fields in the Additional Parameters section of the Report Options - Rental Report by Location screen are:
| Additional Parameters | |
|---|---|
| Field | Description |
| Select Location | Runs the rental report by location report for the location selected. |
| All Locations | Runs the rental report by location report for all locations. |
| Select Monthly Duration | Only rental contracts with a rental duration the same as the duration selected are included in the run. |
| Select Date Range | Only rental contracts within the date range selected are included in the run. |
The fields in the Select Printer section of the Report Options - Rental Report by Location screen are:
| Select Printer | |
|---|---|
| Field | Description |
| Printer | The printer used for printing the rental report by location report. |
| or PDF | Creates a PDF of the rental report by location report, which can be viewed via the PDF Viewer. |
The report produced when running a Rental Report by Location report is:
| RDRPT02 | Rental Report by Location |
Use these buttons to complete your work on the Report Options - Rental Report by Location screen:
| Button | Description |
|---|---|
| Run Report | Runs the rental report by location report based on the criteria selected in the above fields. |
| Close | Closes the Report Options screen without running the rental report by location report and returns to the Product Support Quick Links screen. |
Reservation Contract Report
This report lists all units attached to rental reservations for the corresponding date range entered.
The fields in the Additional Parameters section of the Report Options - Reservation Contracts screen are:
| Additional Parameters | |
|---|---|
| Field | Description |
| Select Location | Runs the reservation contract report for the location selected. |
| All Locations | Runs the reservation contract report for all locations. |
| Select Date Range | Only rental contracts within the date range selected are included in the run. |
The fields in the Select Printer section of the Report Options - Reservation Contracts screen are:
| Select Printer | |
|---|---|
| Field | Description |
| Printer | The printer used for printing the reservation contract report. |
| or PDF | Creates a PDF of the reservation contract report, which can be viewed via the PDF Viewer. |
The report produced when running a Reservation Contract report is:
| RM050 | Reservation Contracts |
Use these buttons to complete your work on the Report Options - Reservation Contracts screen:
| Button | Description |
|---|---|
| Run Report | Runs the reservation contract report based on the criteria selected in the above fields. |
| Close | Closes the Report Options screen without running the reservation contract report and returns to the Product Support Quick Links screen. |
Security: 840 - Rental
Revision: 2026.01