Business Overview
The Rental Utilization YTD - Four Week report shows how effectively rental equipment is being utilized year-to-date.
It compares actual rented activity against a potential four-week revenue/day model, grouped for easy operational review by branch and model group.
Use this report to:
- Identify under-utilized rental units.
- Compare unit-level utilization across branches and model groups.
- Evaluate whether equipment is producing expected rental dollars.
- Support fleet decisions such as redeployment, pricing review, or replacement.
Intended Audience
- Rental managers
- Branch managers
- Operations leadership
- Finance and asset utilization analysts
Input Parameters
This report accepts the following user parameters:
- Year (integer)
- Filters records to Rental History rows for the selected year.
- Inventory Department (integer ID)
- Filters to equipment assigned to the selected inventory department.
Data Returned On The Report
The report displays these columns:
| Column | Description |
|---|---|
| Unit No | Equipment unit number. |
| Make | Equipment make. |
| Model | Equipment model. |
| Serial No | Equipment serial number. |
| 1st Inv Date | Earliest invoice date associated to the equipment via rental work orders. |
| ITD Days | Sum of days rented. |
| ITD Amount | Sum of rental amount billed. |
| Potential $ | Potential rental dollars based on Four Week Rate and potential day model. |
| Dollar Util % | Ratio of actual ITD Amount to Potential $. |
| Day Util | Ratio of actual rented days to potential days. |
| 4 Week Rate | Four-week rental rate from equipment setup. |
| Ave Day Rate | Average daily rate based on ITD Amount and ITD Days. |
The report is grouped by:
- Branch
- Model Group
Data Sources
Primary data comes from these entities/tables:
- RentalHistory
- Equipment
- WORental
- WO
- InvoiceReg
- Dept
- Branch
Filter Logic
A record is included only when all conditions are true:
- Customer checkbox on Equipment = false
- Department= selected Inventory Department
- Rental History Year = selected Year
Calculation Logic
Core Aggregates
For each grouped unit:
- ITD Days = sum(DaysRented)
- ITD Amount = sum(RentAmount)
- Four Week Rate = Equipment Four Week Rent field
- First Open WO Date = minimum Document Open Date
- First Invoice Date = minimum Document Invoice Date
Potential Days
Potential Days is based on a four-week month model:
PotentialDays = 28 x differenceMonths
differenceMonths =
(CurrentDatePlusOneDay.Year - FirstOpenWODate.Year) x 12
+ (CurrentDatePlusOneDay.Month - FirstOpenWODate.Month)
Potential Dollars
Potential $ = (FourWeekRate x PotentialDays) / 28
Average Day Rate
Ave Day Rate =
- 0 when ITD Days = 0
- Otherwise ITD Amount / ITD Days
Dollar Utilization
Dollar Util % =
- 0 when Potential $ = 0
- Otherwise ITD Amount / Potential $
Day Utilization
Day Util =
- 0 when monthRate = 0
- Otherwise ITD Days / monthRate
where monthRate = 28 x differenceMonths
Sorting
Rows are sorted by:
- Inventory Branch
- Model Group
- Unit No
Important Notes
- The report is designed for non-customer equipment utilization.
- Year filtering is based on Rental History year, not invoice year.
- Utilization is calculated using a four-week month convention, not exact calendar-day month lengths.
- If no records are found, a blank row may still be returned to allow report rendering.
Security
Execution requires report permission for the Role of the logged in User
- Reports -> Rental -> Rental Utilization YTD Four Week
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article