Reports

A guide to all standard Sharefox reports, including descriptions, key data points, and recommended use cases — helping you choose the right report for your needs.

To find your reports: Go to "Admin" and choose "Reports" from the left side menu.

🧾Quarterly Sales Report

What it shows:

A summary of all orders placed within a specific quarter, with key financial and operational details per order.

Key columns include:

Order Reference & Order ID – For identifying each order
Order Time – When the order was created
Order Type – Online, admin, subscription, etc.
Total Price for Order – The full order value
Payment Method & Payment ID – How the customer paid and the associated transaction reference
Received Payments – Amount actually received (e.g. accounting for discounts or partial payments)

When to use it:

To get a quarterly financial overview of all sales activity
For reconciling expected vs. received payments
As a reference for follow-ups on unpaid or partially paid orders

Watch out for:

If the report has per-day columns (like the extra date columns at the end), those might relate to product availability or usage, and aren’t always relevant for basic financials.

💳 Customer Payment Report

What it shows:

A detailed list of individual payments received from customers, along with who paid, how much, when, and for which order.

Key columns include:

Payment ID & Payment Method – Identifiers and method used (e.g. Stripe, Vipps)
Received Payments – The actual amount paid
Payment Initiation Time – When the payment was made
Order Reference & Order ID – Ties the payment to a specific order
User Name – The customer who paid
Total Price for Order & VAT – Useful for comparing total order value vs. amount received
Transaction ID & Status – Tracking data for the payment provider

When to use it:

For checking individual payments in a specific time period
To match payments with orders
To track down a specific customer’s payment history
When reconciling transactions with your payment provider (e.g. Stripe)

Watch out for:

Partial payments will show up as-is — don’t assume it means the full order was paid
Doesn’t show what was bought — only the financial side
You might need to combine this with other reports to check unpaid or refunded orders

🧍‍♀️ Customer Sales Report

What it shows:

A customer-centric view of orders, highlighting how much each customer spent, how they paid, and how much was received.

Key columns include:

Order Reference & Order ID – Standard identifiers
User Name – The customer placing the order
Order Time – When the order was created
Total Price for Order & VAT – Full cost breakdown
Payment Method, Payment ID, Received Payments – Financial details tied to the transaction
Order Note – Any custom notes added to the order

When to use it:

When you need to review or report on customer-specific purchases
For answering “how much did customer X spend last month?”
Ideal for account managers or customer service teams doing follow-ups

Watch out for:

Like the payment report, this doesn’t show what products were rented — just the high-level customer + payment view

📅 Monthly Sales Report

What it shows:

An overview of all orders placed in a specific month, with a focus on order totals and payment activity.

Key columns include:

Order Reference, Order ID, Order Time – For identifying and tracking the order
Order Type – e.g. Online, Admin
Total Price for Order – Full value before any adjustments
Payment Method, Payment ID, Received Payments – Details about how and how much was paid

When to use it:

To track total revenue generated in a specific month
Great for monthly reconciliations or reporting
Helps spot trends in payment method usage or outstanding payments

Watch out for:

It doesn’t break down what was ordered — this is high-level financials only
Received payment might be less than order total if the order is only partially paid

📦 Order Line Report

What it shows:

A detailed breakdown of each product line item within every order — not just the order itself, but the specific products rented or sold.

Key columns include:

Order ID & Reference, Timestamp – Ties the item to a specific order
Product Name, Product ID – What was ordered
Units, Unit Price, Deposit – Quantity, cost per unit, and any deposit applied
Rental Period – Start/end dates and times
Customer Location – Postal code and city

When to use it:

To analyze which products are being rented/sold and when
For calculating utilization, popularity, or stock trends
Ideal for answering “How many of Product X did we rent in April?”

Watch out for:

This is detailed, so it includes multiple rows per order (one per product line)
Some columns may be empty if not used (e.g. inventory IDs for bulk products)

📚 Accounting File

What it shows:

A deep-dive report designed to be imported into accounting systems — contains full order, product, pricing, and customer details for a specific time period.

Key columns include:

Order ID, Reference, Timestamp – Full traceability
Product Name, ID, Quantity, Price, VAT – Every chargeable line
Customer Details – Name, company, address, org number
Rental Dates – Start/end per item
Location Info – Where the product was booked from

When to use it:

For monthly accounting exports
When importing to external systems like Tripletex, Visma, PowerOffice, etc.
Ideal for auditors, accountants, or payment reconciliation

Watch out for:

Super detailed — includes all line items and all customer data
Don’t send this raw to customers (it's very backend-flavored)

🚚 Daily Pickup Summary Report

What it shows:

A calendar-style overview of how many pickups (i.e. order start dates) are scheduled per product, per day for a selected period.

Key columns include:

Location & Product Name – Where and what
Summary of Pickups – Total pickups for the product across the date range
Each Day Column – A separate column for each day showing how many pickups are scheduled

When to use it:

To plan for daily operations (staffing, prep, logistics)
For seeing rental traffic patterns and daily volume spikes
When answering questions like “how busy are we on April 14?”

Watch out for:

Doesn’t show returns — only pickups (start dates)
Only includes products with at least one pickup in the date range