BI Reports: Item History Report
TapGoods PRO offers BI Reports integration, which will help you track activity in your account. The Item History Report is a BI Report that you can access within your TapGoods PRO account, offering convenient access to information regarding the history of Inventory. This Report can be located in Custom Export, which is found under Admin on the TapGoods PRO menu.
On the Custom Export page, click on the dropdown arrow and select Item History Report.
Want to follow along in your account? Click here to open the Item History Report in TapGoods PRO!
The Item History Report is a Power BI Report that directly integrates with TapGoods PRO. When you navigate to the Item History Report, you will land on the Dashboard view. This report offers separate reports for Items, Accessories, Bundles, and Purchases. Once you have navigated to this report, click on the type of Inventory that you want to review in the top right-hand side of the report.
When you are finished selecting your report, set up the Financial Settings for the Report, which are located in the Recognize Revenue By field. Here, you can customize what Revenue will appear on the report based on Order Creation Date, Order Start Date, Order End Date, Order Close Date, or First Payment Date.
To learn more about Financial Settings for BI Reports, click here!
Additionally, you can filter this page by utilizing the Filter on the left side of the page!
To learn more about filtering BI Reports, click here!
There are two views available for the data on this page:
- Dashboard View
- Table View
Dashboard View
On the Dashboard View of the Item History Report, you can review the following fields:
- Total Revenue Generated: The total amount of Revenue generated from Items rented from your business. The number that appears in this field is impacted by the parameters set up in the Recognized Revenue By field.
- Total Items Ordered: The total number of Items ordered from your business.
- Items with Orders in Reservation: Total number of Items scheduled for rental on Orders that are in the Reservation Stage.
- Items with Closed Orders: Total number of Items scheduled for rental on Orders that are in the Closed Stage.
- Items with Quote Orders: Total number of Items scheduled for rental on Orders that are in the Quote Stage.
- Most Ordered Items: A visual that pulls data from the total number of times each Item is ordered from your business. This table orders your Items in chronological order from most popular to least popular.
- Revenue by Department: Revenue generated from each Inventory Department.
- Revenue from Each Item: The total revenue generated from each Item.
- Item Rentals Over Time Per Location: This graph generates data based on how often Items were rented over time, for each Location.
**Note: All of the information on this report varies depending on the Financial Settings that you set up at the top of the page and the Date Range you select in the Filter.**
If you click on any data located on the report, it will filter the rest of the report to break down the information specific to the selected data point.
If you want to Filter this report for a specific time frame, you can do so by Filtering the Report.
Table View
On the table view of the Items History Report, you can view an Item View or Order View of the table. The Item View tracks data for each Item available in your account.
**NOTE: When you want to review the data for a Location, expand the parent line by clicking on the Plus icon on the left side of the Item Name. When you expand the parent line, you can review all of the Orders with the Item rented along with a breakdown of the data in the parent column for each Order.**
On the Item View, you can review the following columns for Items per Location and Department:
- Location Token: The Location that the Items are in.
- Amount of Items: Total quantity of the Item in TapGoods PRO
- Price per unit: The price of an Item per unit
- Total Price per Item: The total price of all units added to the Order
- Checked out: Date and Time that the Order was checked out
- Checked in: Date and Time that the Order was checked in
- Order Start Date: The date that the Order starts
- Order End Date: The date that the Order ends
On the Orders View, you can review all of the Orders that have taken place during the parameters you set up in the Recognize Revenue field. The Orders View contains the same columns as the Items view:
- Order: Order ID
- Amount of Items: Number of Items on the Order
- Price per unit: The price of a single unit of the Item on the Order
- Total price per item: The total price of all units added to the Order
- Checked out: Date and time that the Order was checked out
- Checked in: Date and time that the Order was checked in
- Order Start Date: Date that the Order starts
- Order End Date: Date that the Order ends.
If you want to make the table larger, click on Focus Mode on the top right-hand corner of the table.