Guide

Access your consumption reports in your customer portal

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Whether you're an individual or a business, the client portal gives you valuable tools to view your rental and billing data with Simplex in real time. In this guide, we’ll walk you through how to download your consumption reports step by step.

If you don’t have an account yet, create your customer portal now.

If you already have an account, log in and go to the dashboard.

Scroll down, under the personal or business information, you will find the following:

Content area of the 'Consumption report' in the client portal with menus to choose the type of report, start and end dates, and a 'Download the report' button.

Now select the type of report you want to download, either billing or rental, and then choose the period you want. Once you have made your selection, simply click on “Download the report”.

Your report will be downloaded as an Excel file, containing all the information of past, current and even future rentals.

You can access these reports at any time to get an overview of your projects, budget, optimize your resources, effectively manage your projects and make important decisions.

The client portal also offers other great features

Track your rentals, whether past, current or upcoming, for easier planning.
Manage your staff by assigning the right access levels to streamline transactions.
Monitor your account balance in real time.

Simplify your work!

Create you customer portal

Access your consumption reports in your customer portal

The client portal also offers other great features

Simplify your work!

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