--- title: Overview of the RentWorks+ Dashboard description: How to use the RentWorks+ Dashboard to track today's pickups and returns, monitor fleet status, run fleet reports, and schedule recurring reports. --- [Skip to content](https://help.rentworksplus.com/kb/overview-of-the-rentworks-dashboard#main-content) [Contact us](https://help.rentworksplus.com/kb/kb-tickets/new?hsLang=en) [Submit a request](https://help.rentworksplus.com/tickets-view?hsLang=en) [![rentworks-bluebird-ars-logo-light](https://help.rentworksplus.com/hs-fs/hubfs/rentworks-bluebird-ars-logo-light.png?width=249&height=60&name=rentworks-bluebird-ars-logo-light.png)](https://help.rentworksplus.com/kb?hsLang=en) Open main navigation Close main navigation - [Contact us](https://help.rentworksplus.com/kb/kb-tickets/new) - [Submit a request](https://help.rentworksplus.com/tickets-view) How can we help you? - There are no suggestions because the search field is empty. 1. [RentWorks Plus](https://help.rentworksplus.com/kb?hsLang=en) 2. [Counter Operations](https://help.rentworksplus.com/kb/counter-operations?hsLang=en) # Overview of the RentWorks+ Dashboard ## This article walks through the main areas of the dashboard, how to filter and customize it, and how to generate or schedule fleet reports. The RentWorks+ Dashboard gives you an at-a-glance view of your fleet, today's pickups and returns, revenue, and anything that needs follow-up — all on one screen. From the dashboard you can also start new reservations or rentals, open any widget as a full report, schedule recurring reports, and customize what you see. #### Dashboard navigation **1.** From the left-hand menu, click **Dashboard**.  ![1 dashboard](https://help.rentworksplus.com/hs-fs/hubfs/KB%20Images/Dashboard%20Overview/1%20dashboard.png?width=670&height=354&name=1%20dashboard.png) **2.** Filter the dashboard by location using the location dropdown next to the page title, or select **All Locations** to see your entire fleet at a glance. The location filter applies to every widget on the page. ![dashboard-02](https://help.rentworksplus.com/hs-fs/hubfs/KB%20Images/Dashboard%20Overview/dashboard-02.jpg?width=670&height=373&name=dashboard-02.jpg) **3.** Click **Start Reservation** in the top right to begin a new reservation directly from the dashboard. ![dashboard-03](https://help.rentworksplus.com/hs-fs/hubfs/KB%20Images/Dashboard%20Overview/dashboard-03.jpg?width=670&height=373&name=dashboard-03.jpg) **4.** Click **Start Rental** to skip the reservation step and create a new rental agreement on the spot — useful for walk-up customers. ![dashboard-04](https://help.rentworksplus.com/hs-fs/hubfs/KB%20Images/Dashboard%20Overview/dashboard-04.jpg?width=670&height=317&name=dashboard-04.jpg) --- #### Generating fleet reports The Fleet Status widget on the dashboard gives you a quick snapshot, but a full report is one click away. Reports can be filtered, customized, exported, and scheduled. **5.** In the **Fleet Status** widget, click **View report** to open the full Fleet List report. ![dashboard-05](https://help.rentworksplus.com/hs-fs/hubfs/KB%20Images/Dashboard%20Overview/dashboard-05.jpg?width=670&height=373&name=dashboard-05.jpg) **6.** Use the **Date Range** dropdown to set the period you want to analyze. RentWorks+ provides preset options including **Yesterday**, **Last 7 Days**, **Last 30 Days**, **This Week**, **Last Week**, **This Month**, **Previous Month**, **This Quarter**, **Previous Quarter**, and **Year to Date**. If none of those fit, choose **Custom Range** to pick your own start and end dates. ![dashboard-06](https://help.rentworksplus.com/hs-fs/hubfs/KB%20Images/Dashboard%20Overview/dashboard-06.jpg?width=670&height=373&name=dashboard-06.jpg) **7.** Refine the report further with the filters on the left: **Location**, **Status**, **Vehicle Class**, and **Brand**. Below the filters, the **COLUMNS** section lets you control which fields appear in the results using **Update Fields View**. Once your filters and columns are set, click **Run Report** to refresh the data on screen. ![dashboard-07](https://help.rentworksplus.com/hs-fs/hubfs/KB%20Images/Dashboard%20Overview/dashboard-07.jpg?width=670&height=348&name=dashboard-07.jpg) **8.** To customize the columns in your report, click **Update Fields View**. ![dashboard-08](https://help.rentworksplus.com/hs-fs/hubfs/KB%20Images/Dashboard%20Overview/dashboard-08.jpg?width=670&height=373&name=dashboard-08.jpg) **9.** The fields panel groups columns by category — **Vehicle Info** (Unit #, Year, Make, Model, Class, Product, VIN, License #, Color), **Status & Exceptions**, **Location Info**, **Utilization & Days**, and more. Check or uncheck any field to add or remove it from the report. A few core fields (such as Unit # and Status) are required and cannot be removed. ![dashboard-09](https://help.rentworksplus.com/hs-fs/hubfs/KB%20Images/Dashboard%20Overview/dashboard-09.jpg?width=670&height=610&name=dashboard-09.jpg) --- #### Scheduling automated reports You can have any report emailed to your team on a recurring schedule, so you don't have to remember to run it manually. **10.** With the report you want open, click **Schedule Report** in the top right. ![dashboard-10](https://help.rentworksplus.com/hs-fs/hubfs/KB%20Images/Dashboard%20Overview/dashboard-10.jpg?width=670&height=373&name=dashboard-10.jpg) **11.** Fill in the schedule details: - **Schedule Name** — give the schedule a clear, descriptive name (e.g. *Daily Fleet Status — BLU*). - **Date Range Preset** — the rolling window of data each report run will cover (Last 30 Days, This Week, etc.). - **Frequency** — how often the report runs: Daily, Weekly, or Monthly. - **Time** — the time of day the report is generated and emailed. - **Export Format** — Choose **PDF** for a formatted report ready to read or print, or **CSV** if your team needs to work with the data in a spreadsheet. - **Recipients** — one or more email addresses to receive the report. ![dashboard-11](https://help.rentworksplus.com/hs-fs/hubfs/KB%20Images/Dashboard%20Overview/dashboard-11.jpg?width=670&height=669&name=dashboard-11.jpg) **12.** In the **Recipients** field, enter the first email address that should receive the scheduled report and click **Add** to save that recipient. The address moves into a chip below the field, and you can repeat for as many recipients as you like. Click **Create Schedule** to save and schedule the report. ![13 add recipients](https://help.rentworksplus.com/hs-fs/hubfs/KB%20Images/Dashboard%20Overview/13%20add%20recipients.png?width=560&height=668&name=13%20add%20recipients.png) --- #### Exporting a one-time report If you don't need a recurring schedule and just want to download the current report, use Export Results instead. **13.** Click **Export Results** in the top right of the report. ![dashboard-16](https://help.rentworksplus.com/hs-fs/hubfs/KB%20Images/Dashboard%20Overview/dashboard-16.jpg?width=670&height=312&name=dashboard-16.jpg) **14.** Choose **Export as PDF** or **Export as CSV** from the dropdown. The file downloads to your computer immediately. ![dashboard-17](https://help.rentworksplus.com/hs-fs/hubfs/KB%20Images/Dashboard%20Overview/dashboard-17.jpg?width=660&height=275&name=dashboard-17.jpg) --- #### Reading the dashboard widgets Back on the main dashboard, the widgets give you a real-time view of what's happening today. **15.** The report results table is paginated. Use the **Rows per page** selector at the bottom right to show **10**, **25**, **50**, or **100** rows at a time. Set it to 100 if you want to see more results without paging. ![dashboard-18](https://help.rentworksplus.com/hs-fs/hubfs/KB%20Images/Dashboard%20Overview/dashboard-18.jpg?width=670&height=374&name=dashboard-18.jpg) **16.** The **Today's Operations** widget shows everything happening today, broken into four tabs: **Pickups**, **Due Back**, **Overdue** and **No Show**. ![16 todays operations](https://help.rentworksplus.com/hs-fs/hubfs/KB%20Images/Dashboard%20Overview/16%20todays%20operations.png?width=670&height=257&name=16%20todays%20operations.png)   **17.** Scroll further down the dashboard to see additional widgets — **Class Availability**, **Revenue Pipeline**, **Rental Agreements & Revenue**, **Revenue Trend**, **Top Add-ons**, **Top Revenue Vehicles**, **Equipment Usage**, and **Maintenance Alerts**. Many of these widgets have a calendar icon (such as **MTD**) that you can click to adjust the date range — useful for comparing today's numbers against previous periods. ![dashboard-22](https://help.rentworksplus.com/hs-fs/hubfs/KB%20Images/Dashboard%20Overview/dashboard-22.jpg?width=670&height=373&name=dashboard-22.jpg)   - [FAQs & Troubleshooting](https://help.rentworksplus.com/kb/faqs-troubleshooting?hsLang=en) - [Reports](https://help.rentworksplus.com/kb/reports?hsLang=en) - [Support](https://help.rentworksplus.com/kb/support?hsLang=en) - [Counter Operations](https://help.rentworksplus.com/kb/counter-operations?hsLang=en) - [Customer Management](https://help.rentworksplus.com/kb/customer-management?hsLang=en) - [Vehicles & Fleet](https://help.rentworksplus.com/kb/vehicles-fleet?hsLang=en) - [Claims & Financials](https://help.rentworksplus.com/kb/claims-financials?hsLang=en) - [Settings & Administration](https://help.rentworksplus.com/kb/settings-administration?hsLang=en) - [Reservation Plugin](https://help.rentworksplus.com/kb/reservation-plugin?hsLang=en) - [E-Signature in RentWorks Plus](https://help.rentworksplus.com/kb/e-signature-in-rentworks-plus?hsLang=en) - [Install Desktop & Mobile App](https://help.rentworksplus.com/kb/install-desktop-mobile-app?hsLang=en) - [Payments](https://help.rentworksplus.com/kb/payments?hsLang=en) - [Getting Started](https://help.rentworksplus.com/kb/getting-started?hsLang=en) [![rentworks-bluebird-ars-logo-light](https://help.rentworksplus.com/hs-fs/hubfs/rentworks-bluebird-ars-logo-light.png?width=290&height=70&name=rentworks-bluebird-ars-logo-light.png "rentworks-bluebird-ars-logo-light")](https://help.rentworksplus.com/kb?hsLang=en) [mailto:help@rentworksplus.com](mailto:help@rentworksplus.com) Copyright © 2026, ## Driven by experience. 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