Revenue by Customer Report
The Revenue by Customer Report in DreamzCMMS Asset Rentals provides a customer-level financial overview of your rental operations. It helps you understand which customers are most active, which assets they rent most frequently, and how much each customer owes in outstanding payments. Key highlights include:
- View all customers for whom rentals have been created
- See the total number of rentals for each customer
- Identify the most rented asset for each customer
- View the outstanding amount pending from each customer
- Export the report in Excel or PDF format
Overview
The Revenue by Customer Report is accessible from the Reports menu in the Asset Rentals module of DreamzCMMS. It organises rental and financial data at the customer level, allowing users to see at a glance how many rentals each customer has, which asset they rent most often, and what outstanding balance remains unpaid. This report is particularly valuable for account management, credit control, and customer relationship reviews. It supports both Excel and PDF export for easy sharing and documentation.
Here is a reference video:
Step by Step Description to View the Revenue by Customer Report
Step 1 – Navigate to Reports
Click on Reports from the left-hand panel to access the reports section of the Asset Rentals module.
Step 2 – Select the Revenue by Customer Report
From the reports list, select "Revenue by Customer Report." The report will load and display rental and financial data organised by customer.
Step 3 – Review Customer-Level Rental and Financial Data
The report displays the following details for each customer:
- Customer name – the customer for whom rentals have been created
- Total number of rentals – how many rental transactions the customer has
- Most rented asset – the asset this customer rents most frequently
- Outstanding amount – the balance that is still pending payment from this customer
Step 4 – Export the Report
Use the available export options to save or share the report:
- Excel export – download the data as a spreadsheet for further analysis
- PDF export – export as a PDF for sharing or reporting purposes
Tips for Using the Revenue by Customer Report
- Use the outstanding amount column to prioritise credit control efforts and focus follow-up on customers with the highest unpaid balances.
- Review the most rented asset for each customer to identify opportunities for targeted promotions or long-term rental agreements based on customer preferences.
- Use the total rentals column to identify your most active customers and consider offering loyalty benefits or priority service to strengthen those relationships.
- Export the report to Excel to segment customers by rental volume or outstanding balance for more detailed analysis or account reviews.
- Use this report alongside the Revenue by Asset Report to get a complete financial picture of your rental operations from both a customer and asset perspective.
Frequently Asked Questions
What does the Revenue by Customer Report show?
The report displays each customer's total number of rentals, their most frequently rented asset, and the outstanding amount pending payment — giving a customer-level view of rental activity and financial status.
How do I access the Revenue by Customer Report?
Click on "Reports" from the left-hand panel in the Asset Rentals module and select "Revenue by Customer Report" from the list.
Can I see which asset a customer rents most often?
Yes. The report includes a "most rented asset" column for each customer, which shows the asset they have rented most frequently across their rental history.
Can I export the Revenue by Customer Report?
Yes. The report supports both Excel and PDF export options for easy download and sharing.
How does this report relate to the Revenue by Asset Report?
While both reports focus on financial performance, the Revenue by Customer Report organises data by customer, showing rental counts and outstanding balances per customer. The Revenue by Asset Report organises data by asset, showing invoiced amounts, collected rent, and outstanding balances per asset.
Related Articles
- Revenue by Asset Report
- Asset Utilization Report
- Asset-wise Rent-Out Return Report
- Adding a Customer
- Rental Invoice