The Renters report summarizes your business at the customer level — total revenue, order volume, and average order value per renter — across three views: an all-time snapshot, year-to-date, and month-to-date.
ℹ️ Good to know: This report is built from payable invoices tied to approved orders, and does not include activity from today.
Order KPIs Tab
This is the all-time (or filtered-range) view of your renters.
Filters
Filter | What it does |
Data Source | If your account pulls orders in from more than one source, this narrows the report down to a specific one. |
Invoice Date Range | Filters to invoices dated within a range you choose. |
Location | Narrows the report to one or more specific yards or branches. |
Customer Status | Filters to customers in a given status, such as Active. |
Order Type | Filters by the type of order, such as a rental versus a sale. |
Customer | Narrows the report to one or more specific customers. |
Excluded Customers | Leaves specific customers out of the report rather than narrowing down to them. |
Sales Rep | Filters to renters handled by a specific sales representative, where that's tracked. |
Invoice Date Range is a date filter — clicking it opens the same style of menu you'll see on other Quipli reports: a quick preset (Today, Yesterday, Previous 7 Days, and similar), a Fixed Date Range for an exact start and end date, or a Relative Date Range that automatically stays current as time passes.
Summary tiles
Revenue — total revenue across all filtered renters.
Number of Renters — how many distinct customers make up that revenue.
Number of Orders — how many orders those renters placed.
Average Revenue per Renter — Revenue divided by Number of Renters.
Average Order Value — Revenue divided by Number of Orders.
Renter KPIs table
One row per customer, with its own Revenue and Orders threshold filters at the top of the table. You can look up or sort by:
Column | What it tells you |
Customer ID / Customer | The customer's identifier and name. |
Total Revenue | That customer's total revenue in the filtered period. |
Orders | How many orders that customer placed. |
Average Order Value | That customer's total revenue divided by their order count. |
First Invoice Date / Last Invoice Date | Their first and most recent invoice dates. |
Days Since Last Invoice | How long it's been since they were last invoiced — useful for spotting renters who've gone quiet. |
Sales Representative (Agg) | The sales rep associated with that customer's orders. |
Customer Phone / Customer Email | Their contact details on file. |
Most Recent Billing Address / Most Recent Delivery Address | The billing and delivery addresses used most recently. |
Volume YTD Tab
The same idea as Order KPIs, but scoped to the current year and compared against last year — with no date filter of its own, since the window is fixed to year-to-date.
Filters: Data Source, Location, Customer Status, Order Type, Customer, and Excluded Customers — the same as the Order KPIs tab, minus Invoice Date Range and Sales Rep.
Summary tiles: Revenue YTD, Number of Renters YTD, Number of Orders YTD, Average Revenue per Renter YTD, and Average Order Value YTD — each showing the percentage change versus the same period last year.
The Renter KPIs: YTD table below breaks the same comparison out by customer: Customer ID, Customer, Total Revenue, % Growth YOY, Number of Orders, % Growth YOY, and Average Order Value.
Volume MTD Tab
The same layout again, scoped to the current month and compared against last month.
Filters: the same as Volume YTD — Data Source, Location, Customer Status, Order Type, Customer, and Excluded Customers.
Summary tiles: Revenue MTD, Number of Renters MTD, Number of Orders MTD, Average Revenue per Renter MTD, and Average Order Value MTD — each showing the percentage change versus last month. Early in a month, these may show N/A (No data) if there isn't a full prior month to compare against yet.
The Renter KPIs: MTD table mirrors the YTD one, scoped to the current month.
Downloading Report Data
Every module on the report — tiles and tables alike, on any tab — has a ⋯ menu in its top-right corner. Click it and choose the download option to export that module's results on their own, without needing to download the whole report.
Need Help?
Contact Quipli support ([email protected]) if you:
See a renter's revenue or order count that doesn't match what you'd expect.
Notice a customer missing from the report who you'd expect to see.
Need help understanding a Growth YOY or MTD comparison.