Current RMS

The Reports section of your Current RMS system lets you see information about your assets, customers, and revenue for the lifetime of your system.&nbsp;

Use reports to help make informed decisions about which kit to invest in, see your customer loyalty, and get an overview of your business costs.

To access your Reports, click the link on the top menu bar. Click into a report to work with it.

Only <a href="http://help.current-rms.com/set-up-your-system/your-settings/restrict-access-to-parts-of-the-system-using-roles">administrators</a> can see Reports. If you are a non-administrator, you’ll see <a href="http://help.current-rms.com/the-basics/categorize-and-sort/favorites">Favorites</a> here. If you’d like access to reports, speak with the person who manages Current RMS at your company.

Income and payment reports are based on revenue from <a href="http://help.current-rms.com/invoices-and-credits/how-does-invoicing-work-in-current-rms">invoice</a> figures, not <a href="http://help.current-rms.com/opportunities/whats-an-opportunity">opportunity</a> figures. 

Invoices that are issued, paid, or posted contribute to reports; open, voided, or deleted invoices do not.

Issued, paid, or posted <a href="https://intercom.help/current-rms/invoices-and-credits/work-with-an-invoice/credit-an-invoice" rel="nofollow noopener noreferrer" target="_blank">credit notes</a> will deduct from your reports.

If you void an invoice or credit, your reports are adjusted accordingly.

When <a href="http://help.current-rms.com/invoices-and-credits/create-invoices-and-credits/create-an-invoice-from-an-opportunity">creating an invoice from an opportunity</a>, if you choose ‘opportunity group’, ‘product group’, or ‘opportunity’, Current will distribute income to each product based the grouping you selected.

<a href="https://intercom.help/current-rms/opportunities/invoice-your-opportunity/create-part-or-percentage-invoices-and-balance-invoices" rel="nofollow noopener noreferrer" target="_blank">Part invoices</a> are not used for revenue reporting; issue final invoices in order to see revenue apportioned to reports.

- Income and payment reports are based on revenue from <a href="http://help.current-rms.com/invoices-and-credits/how-does-invoicing-work-in-current-rms">invoice</a> figures, not <a href="http://help.current-rms.com/opportunities/whats-an-opportunity">opportunity</a> figures. 
- Invoices that are issued, paid, or posted contribute to reports; open, voided, or deleted invoices do not.
- Issued, paid, or posted <a href="https://intercom.help/current-rms/invoices-and-credits/work-with-an-invoice/credit-an-invoice" rel="nofollow noopener noreferrer" target="_blank">credit notes</a> will deduct from your reports.
- If you void an invoice or credit, your reports are adjusted accordingly.
- When <a href="http://help.current-rms.com/invoices-and-credits/create-invoices-and-credits/create-an-invoice-from-an-opportunity">creating an invoice from an opportunity</a>, if you choose ‘opportunity group’, ‘product group’, or ‘opportunity’, Current will distribute income to each product based the grouping you selected.
- <a href="https://intercom.help/current-rms/opportunities/invoice-your-opportunity/create-part-or-percentage-invoices-and-balance-invoices" rel="nofollow noopener noreferrer" target="_blank">Part invoices</a> are not used for revenue reporting; issue final invoices in order to see revenue apportioned to reports.

Filter your report using the options at the top.

Use the blue buttons at the top to download your report to CSV or Excel, where you can manipulate the data further.,&nbsp;

Don’t forget you can also create custom views to see and sort data in Current RMS, creating report like views. Check out our guide to get started, see: <a href="http://help.current-rms.com/the-basics/categorize-and-sort/custom-views">Custom views</a>

Use Reports to see information about your assets, customers, and revenue for the lifetime of your system.

Get started

Keep in mind

Filter your report

Download your report

Custom views