1. Texada Knowledge Center
  2. Texada Analytics
  3. Data Available and Visualizations in Texada Analytics

Rental and Sales Report Visualizations in Texada Analytics

Describes the data models available in Texada Analytics for rental and sales report use.

Type

Conceptual

Audience

All

Products

Texada Analytics, SRM

In This Article

Business Context 

Use Texada Analytics to monitor invoice data, asset location, average rental rates, and dollar and time utilization.

Data Sources

The following points of data are all available in the Texada Analytics report.

Table

Column

Desc

Type

Asset Location

Group Desc

 

String

Asset Location

Class Desc

 

String

Asset Location

Group Num

 

String

Asset Location

Class Num

 

String

Asset Location

Status Desc

 

String

Asset Location

Division

 

String

Asset Location

On Hand

On Hand Quantity

Double

Asset Location

Count

 

Double

Calendar

Date

 

DateTime

Calendar

Year Month

 

String

Calendar

Month

 

String

Calendar

Year Month Number

 

Int64

Calendar

Week

 

Int64

Calendar

Month Number

 

Int64

Calendar

Year

 

Int64

Calendar Avg Rental Rate

Date

 

DateTime

Calendar Avg Rental Rate

Year Month

 

String

Calendar Avg Rental Rate

Month

 

String

Calendar Avg Rental Rate

Year Month Number

 

Int64

Calendar Avg Rental Rate

Month Number

 

Int64

Calendar Avg Rental Rate

Year

 

Int64

Contract

Contract Num

 

String

Contract

Date

5 years of data

DateTime

Contract

Division

 

String

Contract Detail

Contract Num

 

String

Contract Detail

Product Num

 

String

Contract Detail

Extended

 

Double

Contract Detail

Rental Price

 

Double

Contract Detail

Rate Code

 

String

Contract Detail

Quantity

 

Double

Dollar and Time Utilization

Doll Util

 

Double

Dollar and Time Utilization

Time Util

 

Double

Dollar and Time Utilization

Product Num

 

String

Dollar and Time Utilization

Max Cost

Max cost for product

Double

Dollar and Time Utilization

Rental Revenue

Total rental revenue generated by product

Double

Dollar and Time Utilization

Group Cost

Total costs for all products in group

Double

Dollar and Time Utilization

Class Cost

Total costs for all products in class

Double

Dollar and Time Utilization

Group Desc

 

String

Dollar and Time Utilization

Group Num

 

String

Dollar and Time Utilization

Class Desc

 

String

Dollar and Time Utilization

Class Num

 

String

Dollar and Time Utilization

Year Month

 

String

Dollar and Time Utilization

Month

 

String

Dollar and Time Utilization

Year

 

String

Dollar and Time Utilization

Fleet Cost

 

Double

Dollar and Time Utilization

Rented Days

Number of days rented

Double

Dollar and Time Utilization

Days In Month

Max number of days in month

Double

Internal Use

Customer Number

 

String

Invoice Detail

Extended Sum

Sum of extended

Double

Invoice Detail

Invoice N

 

String

Invoice Detail

Contract Num

 

String

Invoice Detail

Product Desc

 

String

Invoice Detail

Product N

 

String

Invoice Detail

Date Billed Through

 

DateTime

Invoice Detail

Date Billed From

 

DateTime

Invoice Detail

Extended

 

Double

Invoice Detail

Unit

 

Double

Invoice Detail

Rate

 

Double

Invoice Detail

Seq N

 

String

Invoice Detail

Rate Code

 

String

Invoice Detail

Status

 

String

Invoice Detail

Tax 1 Code

 

String

Invoice Detail

Tax 2 Code

 

String

Invoice Detail

Product Type Desc

 

String

Invoice Detail

Product Type

 

String

Invoice Detail

Current or History

 

String

Invoice Detail

Quantity

 

Double

Invoice Header

Invoice N

 

String

Invoice Header

Ship Address

 

String

Invoice Header

Ship Name

 

String

Invoice Header

Bill Name

 

String

Invoice Header

Bill Address

 

String

Invoice Header

Date

 

DateTime

Invoice Header

Customer Num

 

String

Invoice Header

Bill Postal

 

String

Invoice Header

Ship Postal

 

String

Invoice Header

Ship City

 

String

Invoice Header

Bill City

 

String

Invoice Header

Site Num

 

String

Invoice Header

Salesman

 

String

Invoice Header

ID

 

String

Invoice Header

Clerk

 

String

Invoice Header

On Account

 

String

Invoice Header

Ship Province

 

String

Invoice Header

Bill Province

 

String

Invoice Header

Division

 

String

Invoice Header

Current or History

 

String

Invoice Header

Posted

 

String

Invoices by Product

Sum Net

Sum of Net

Double

Invoices by Product

Invoice N

 

String

Invoices by Product

Order N

 

String

Invoices by Product

Name

 

String

Invoices by Product

Cost

 

Double

Invoices by Product

Product Desc

 

String

Invoices by Product

Product N

 

String

Invoices by Product

Date

 

DateTime

Invoices by Product

Customer N

 

String

Invoices by Product

Net

 

Double

Invoices by Product

Salesman

 

String

Invoices by Product

Seq N

 

String

Invoices by Product

Source

 

String

Invoices by Product

On Account

 

String

Invoices by Product

Division

 

String

Invoices by Product

Sales/Rental

 

String

Invoices by Product

R/S

 

String

Invoices by Product

Quantity

 

Double

Invoices by Product

Discount

 

Double

Product

Product Num

 

String

Product

Group Desc

 

String

Product

Class Desc

 

String

Product

Group Num

 

String

Product

Class Num

 

String

Product Invoices

Product Num

 

String

Product Invoices

Group Desc

 

String

Product Invoices

Class Desc

 

String

Product Invoices

Group Num

 

String

Product Invoices

Class Num

 

String

Rates

Rate Desc

 

String

Rates

Rate Code

 

String

Services

Invoice Num

 

String

Services

Source

 

String

Services

Comment

 

String

Services

Extended

 

Double

Services

Amount

 

Double

Services

Quantity

 

Double

Services

Service Desc

 

String

Services

Service Code

 

String

Services

Seq N

 

String

Services

Division

 

String

Services

Detail N

 

String

Services

Tax 1 Code

 

String

Services

Tax 2 Code

 

String

Services

Current or History

 

String

Services

Warranty

 

Double

 

Refresh Rate

Refresh begins at 12 a.m. EST.

Access and Security

Not applicable, no approval process

Out-of-the-Box Visualizations

The following visualizations are all available out-out-the-box.

Report Page

Visualization Title

Description

Filters on the Page

Invoices

Extended* Sum by Year

Invoice Totals by Date Hierarchy. Drill down to break down into smaller time frames. 

Date

Division

Invoices

Extended Sum by Rental/Sale

Invoice breakdown by type

Date

Division

Invoices

Extended by Bill Province

Invoice Total plotted on a map chart, location of bill province

Date

Division

Invoices

KPI

Count of Invoice N

Date

Division

Invoices

KPI

Sum of quantity sold on invoices

Date

Division

Invoices

Extended by Salesman

Sum of invoices by salesman

Date

Division

Invoices

Tabular Data

Tabular data will sum of invoice total by bill name

Date

Division

Invoice

Breakdown

Sum Net** by Class

Invoice Totals by Class and Group

Date

Division

On Account

Invoice

Breakdown

Sum Net by Sales/Rental

Invoice breakdown by type

Date

Division

On Account

Invoice

Breakdown

Tabular Data

Tabular data showing Sum Net by Salesman

Date

Division

On Account

Invoice

Breakdown

Sum Net by Year

Sum Net by Year. Drill down to break into smaller time frames

Date

Division

On Account

Invoice

Breakdown

Tabular Data

Sum by Customer Name

Date

Division

On Account

Services

Extended by Service Desc

 

Date

Division

Services

Extended by Year

Extended Sum by Date Hierarchy

Date

Division

Services

Tabular data

Tabular data showing Invoice N, Seq N, Current or History, Service Desc, Comment, Quantity, Amount, Extended

Date

Division

Asset Location

On Hand by Division

Assets On Hand by Division

Class Description, Group Description

Division

Asset Location

On Hand by Class

Assets On Hand by Class and Group Description

Class Description, Group Description

Division

Asset Location

On Hand by Status

On Hand by Status Description 

Class Description, Group Description

Division

Average Rental Rates

Extended and Average Rental Rate by Year and Rate Desc

Total revenue generated vs Average Rental Rate Charged. Dependent on the single select filter rate description.

Rate Description

Division

Class and Group Description

Average Rental Rates

Count of Contracts

Count of contract by Date Hierarchy

Rate Description

Division

Class and Group Description

Average Rental Rates

Tabular data

Product Num, Number of Contracts and Total Contract Extended.

 

Average Rental Rate Breakdown

Average of Rental Price by Year and Rate Desc

Average Rental Rate fluctuations by Date Hierarchy

Date

Division

Class Desc

Average Rental Rate Breakdown

Count of Contracts

Count of contract by Date Hierarchy

Date

Division

Class Desc

Average Rental Rate Breakdown

Tabular Data

Tabular data showing product num, contract count, and total contract extended

Date

Division

Class Desc

Dollar and Time Utilization

2 by 2 Dollar and Time Utilization

Dollar and Time Ute by Class, Group and Product. 

Class Description

Dollar and Time Utilization

Time Util by Year

Time Utilization by Date Hierarchy

Class Description

Dollar and Time Utilization

Dollar Util by Year

Dollar Utilization by Date Hierarchy

Class Description

 


* Extended - The total on the invoice irrespective of product exchanges

** Net - Product totals respecting exchanges