Every site’s numbers, without the spreadsheet.
How full each site is, what’s come in and what’s overdue, updated as payments are confirmed.
Illustration: the Reports screen’s list of all reports, each with the question it answers: Occupancy, how full are we, by site and unit type; Aged debt, how old is the money we’re owed; Money coming up, what is due to be collected next; Daily takings, what we took each day, by site and how it was paid; Move-ins & move-outs, are we filling up or emptying. A last, dashed row reads Build your own report: pick a measure, split it, save it, schedule it.
How reporting works.
Every site’s figures, in one place.
- How full each site is, what has come in and what is overdue.
- The screen updates as payments are confirmed, while you have it open.
- Open a report for the detail behind any figure.
Illustration: a reports screen, marked Live, that shows how full each site is. Bristol Docks is 86% full, Cardiff Bay is 74% full, Leeds North is 84% full. Beneath, £118,200 paid this month and £2,246 overdue.
Reports that answer the questions you ask.
- How full is each site?
- What came in, and what is still owed?
- How old is each debt?
- Where do enquiries come from, and how many become customers?
- How many customers moved in and out?
- How many of each month’s new customers are still with you?
- What payments are due in the weeks ahead?
- What did you take each day, and how was it paid?
- What VAT have you charged?
- Narrow any of them to one site and a date range.
Illustration: the Aged debt report narrowed to one site, Bristol Docks, over the last 30 days. Money owed by how late it is: £610 at 0–30 days, £240 at 31–60 days, £90 at 61–90 days, £40 at 90+ days; £980 in total.
Your own reports, sent to whoever needs them.
- Build a report from the figures and groupings you choose, and save it.
- Have most reports emailed to you or your accountant every day, week or month, as a spreadsheet or a PDF.
- Each report can go to up to ten email addresses.
Illustration: the operator’s New scheduled report settings. Report: VAT / tax. How often: Every month, on the 1st, covering last month, as a PDF, sent to two email addresses (up to 10 can be added), with Cancel and Create schedule buttons.
Take it with you.
- Download any ready-made report as a spreadsheet.
- The register of who has goods protection downloads as a CSV or a PDF.
- An API and webhooks are included in the plan.
Illustration: a Revenue report for all sites over last month, drawn as six bars, with PDF and CSV download buttons in its header.
Questions about reporting.
Yes. Schedule the VAT report to their email address, every month on the day you choose, as a spreadsheet or a PDF.
Yes. Reports start with all your sites together, and you can narrow any of them to one site and a date range.
Owners and managers can build, save and schedule reports, and a role you define yourself can be given the same permission.
Guides for this job
- Self storage KPIs for UK operators: 12 numbers and what each divides by12 min read
- UK Self Storage Occupancy and Price per Sq Ft: Ten Years of Data21 min read
- Self storage pricing strategy: fill units and grow revenue11 min read
- How long does a new self storage store take to fill? What UK operators report18 min read
- UK self storage seasonality: what the public data shows11 min read