Analytics & Reporting Overview

Analytics & Reporting Overview

The Analytics module gives you full visibility into every aspect of your rental business. With 50+ pre-built report templates, a custom report builder, real-time KPI tracking, and optional AI-powered predictions, you can measure performance, spot trends, and make data-driven decisions — all from a single dashboard.

What’s included

Every NexusRMS plan includes the full Analytics & Reporting module as part of the core platform:

• 50+ pre-built report templates — Ready-to-run reports covering equipment, projects, financials, clients, crew, warehouse, and cross-module analysis
• Custom report builder — Build your own reports from 8 data sources (Projects, Equipment, Clients, Invoices, Crew, Time Entries, Payments, Quotes) with field selection, filters, grouping, and aggregation
• 11 chart types — Line, Bar, Pie, Donut, Area, Scatter, Heatmap, Funnel, Gauge, Tree Map, and Table Only
• Real-time KPI tracking — Live metrics for revenue, projects, equipment utilisation, invoices, and crew, updated via WebSocket with a 30-second polling fallback
• Report scheduling — Automate recurring reports delivered daily, weekly, or monthly to specified email recipients
• Export in three formats — PDF, Excel (XLSX), and CSV with configurable row limits up to 100,000
• Role-based access control — Restrict who can view reports, export data, create custom reports, and access financial figures

Analytics & AI addon

For organisations that want predictive intelligence, the Analytics & AI paid addon (£79/month) adds:

• Demand forecasting — Machine-learning predictions for equipment demand with purchase recommendations, powered by the DemandForecastEngine
• Client churn prediction — Risk scores identifying clients likely to stop booking, calculated by the ChurnRiskCalculator
• Predictive revenue modelling — Forward-looking revenue projections based on historical patterns, generated by the PredictiveRevenueCalculator
• Confidence scoring — Every prediction includes a confidence percentage so you know how reliable it is
• Manual retraining — Retrain models on demand when your data changes significantly

Navigation

To access the Analytics module, click Dashboards in the left-hand sidebar, then select Analytics. This opens the main Analytics & Reports page at /analytics.

Report categories

All 50+ reports are organised into seven categories, each with its own icon and colour in the sidebar:

1. Equipment — Utilisation, availability, top-rented items, maintenance costs, depreciation, condition tracking
2. Projects — Profitability, timeline compliance, resource allocation, completion rates, revenue by project type
3. Financial — Revenue analysis, payment collection, aged receivables, cash flow, profit & loss, tax summary
4. Clients — Revenue per client, health scores, retention rates, booking frequency, lifetime value
5. Crew — Hours worked, overtime analysis, scheduling efficiency, certification compliance, performance ratings
6. Warehouse — Stock levels, check-in/out volumes, packing efficiency, location utilisation
7. Cross-Module — Subrental profitability, overall business health, period-over-period comparisons

Key capabilities at a glance

Capability	Details
Date range filtering	Quick-select buttons (Today, Week, Month, Quarter, Year) or custom start/end dates
Chart visualisation	11 chart types switchable on the fly from the report viewer
Export	PDF, Excel, CSV — configurable default format in settings
Scheduling	Daily, weekly, or monthly delivery to one or more email recipients
Permissions	Separate controls for viewing, exporting, custom creation, and financial access
Real-time KPIs	Revenue, projects, equipment, invoices, and crew metrics via WebSocket

Tips for getting started

• Run a featured report first — Featured reports (marked with a blue chip in the library) are the most commonly used templates and give you an instant picture of business health
• Set your fiscal year — Go to Configuration > Analytics Settings > General and set the Fiscal Year Start Month so that year-to-date figures align with your accounting periods
• Configure role permissions — Under Configuration > Analytics Settings > Role Permissions, decide which roles can view financial reports to protect sensitive revenue data
• Try the custom builder — Click the Custom Report button on the analytics page to build a report tailored to your exact requirements
• Schedule your top reports — Use the Schedule button in the report viewer to receive key reports by email automatically each week or month

Next steps

Continue to the next article to learn about the Analytics Dashboard layout, including the date range selector, report category sidebar, template grid, and how to switch between Library, Report Viewer, and Custom Builder views.