Reporting is truly a key feature with Self-Storage Pro. Unlike
other management tools, which only give you their pre-defined
reports, Self-Storage Pro reports are added and updated
dynamically -- Reports that are created from your requests and
influence. If you have a report request, please e-mail it
to
.
The easiest way to download and install these reports is from within Self-Storage Pro. Go to Reports | Import | From the Web.
NOTE: The following reports are designated
to work with the most current version of Self-Storage
Pro. Prior versions may be able to find similar reports
in the obsolete section below.
| Report Name |
Report Type |
Minimum Version* |
Last Updated |
Description |
Report Number |
| Changed Transactions |
General |
3.00 |
11/20/09 |
Generates a report based on the facility's
adjusted, removed, and waived tenant transactions. It
groups transactions by Tenant. Select the date range. |
1009 |
|
Unit
Usage Survey |
General |
3.00 |
11/20/09 |
Generates a report to identify and scale the usage of units. |
1010 |
|
Unit Usage Survey (No Graph) |
General |
3.00 |
11/20/09 |
Generates a report to identify and scale
the usage of units. This report does not include a
graph. |
1011 |
|
Late
Status Tenants |
Customer |
3.00 |
11/20/09 |
Generates a report based on the facility's
current tenants. It lists all tenants with a late status
on the date the report is printed |
2011 |
|
Tenant
Information |
Customer |
3.00 |
11/20/09 |
Generates a report based on the facility's
current tenants. It lists all data related to each
tenant. |
2012 |
|
Individual Tenant Information |
Customer |
3.00 |
11/20/09 |
Generates a report based on the specified
tenant. It lists all data related to the tenant, and
prints the specified date range of transactions. |
2013 |
|
Tenant Information Summary |
Customer |
3.00 |
11/20/09 |
Generates a report based on the facility's
current tenants. It lists a quick summary for each
tenant. |
2014 |
|
Recurring
Payment Checklist |
Customer |
3.10 |
6/30/10 |
Generates a list of authorized draft
accounts that are currently due or overdue. |
2015 |
|
Detailed Tenant Transactions |
Account |
3.00 |
11/20/09 |
Sort by Account Number or Tenant Name.
Generates a report based on the facility's tenant
transactions. It displays the disbursement details.
Select the date range. |
3030 |
|
Tenant Transactions |
Account |
3.00 |
11/20/09 |
Sort by Account Number or Tenant Name.
Generates a report based on the facility's tenant
transactions. Select the date range. |
3035 |
|
Credit Distribution |
Account |
3.10 |
6/30/10 |
Generates a report based on the facility's
credits. It displays the details of what a tenant's
credits paid for. It groups payments by Tenant. Select
the date range. |
3037 |
|
Daily Tenant Transactions |
Account |
3.10 |
6/30/10 |
Sort by Account Number or Tenant Name.
Generates a report based on the facility's daily
transactions. |
3038 |
|
Deposit
Slip |
Account |
3.10 |
6/30/10 |
Generates an end of day deposit slip based
on the facility's payments received. It groups type of
payment received. Select the date range. |
3039 |
|
Income
Summary |
Account |
3.10 |
6/30/10 |
Generates an income report based on the
facility's payments received and refunds given. It
grouped by type of payment/refund. Select the date
range. |
3040 |
|
Payment Distribution |
Account |
3.10 |
6/30/10 |
Generates a report based on the facility's
payments received. It displays the details of what a
tenant's payment paid for. It groups payments by Tenant.
Select the date range. |
3041 |
|
Payments Received |
Account |
3.10 |
6/30/10 |
Generates a report based on the facility's
payments received. It groups payments by Tenant. Select
the date range. |
3042 |
|
Tax Details
Report |
Account |
3.10 |
6/30/10 |
Generates a report based on the facility's
payments received. It displays the details of what
tenant taxes have been paid for. |
3043 |
|
Late Status
Units |
Unit |
3.00 |
11/20/09 |
Generates a report based on the facility's units. It lists all units
having a late status on the date the report is generated. |
4006 |
| Advertisement Survey |
General |
1.00 |
12/27/07 |
Generates a report to identify and scale the advertisement types. |
1003 |
|
Advertisement Survey (No Graph) |
General |
1.00 |
12/27/07 |
Generates a report to identify and scale
the advertisement types. This report has no graphs. |
1006 |
|
Occupancy Status (No Graph) |
Unit |
1.00 |
5/07/07 |
Reports unit occupancy status for this
facility. The report is grouped by each unit type. This
report does not have graphs. |
4005 |
|
Unit
Information (No Graph) |
Unit |
1.00 |
5/07/07 |
Reports all units setup for this facility.
The report includes deposits and additional features.
This report does not include a graph. |
4004 |
| Occupancy
Status |
Unit |
1.00 |
4/26/07 |
Reports unit occupancy status for this facility. The report is grouped by each unit type. |
4002 |
| Unit
Information |
Unit |
1.00 |
4/26/07 |
Reports all units setup for this facility. The report includes deposits and additional features. |
4001 |
| Report Name |
Report Type |
Minimum Version* |
Last Updated |
Description |
Report Number |
|
Unit Usage Survey |
General |
1.00 |
12/27/07 |
Generates a report to identify and scale the usage of units. |
1004 |
|
Unit Usage Survey (No Graph) |
General |
1.00 |
12/27/07 |
Generates a report to identify and scale
the usage of units. This report does not include a
graph. |
1007 |
|
Changed Transactions |
General |
2.71 |
8/02/07 |
Generates a report based on the facility's
adjusted, removed, and waived tenant transactions. It
groups transactions by Tenant. Select the date range. |
1008 |
|
Late
Status Tenants |
Customer |
2.71 |
8/02/07 |
Generates a report based on the facility's
current tenants. It lists all tenants with a late status
on the date the report is printed. |
2006 |
|
Tenant
Information |
Customer |
2.71 |
8/02/07 |
Generates a report based on the facility's
current tenants. It lists all data related to each
tenant. |
2007 |
|
Individual Tenant Information |
Customer |
2.71 |
8/02/07 |
Generates a report based on the specified
tenant. It lists all data related to the tenant, and
prints the specified date range of transactions. |
2008 |
|
Tenant Information Summary |
Customer |
2.71 |
12/28/07 |
Generates a report based on the facility's
current tenants. It lists a quick summary for each
tenant. |
2009 |
|
Recurring
Payment Checklist |
Customer |
3.00 |
11/20/09 |
Generates a list of authorized draft
accounts that are currently due or overdue. |
2010 |
|
Credit Distribution |
Account |
2.71 |
8/02/07 |
Generates a report based on the facility's
credits. It displays the details of what a tenant's
credits paid for. It groups payments by Tenant. Select
the date range. |
3019 |
|
Daily Tenant Transactions |
Account |
2.71 |
8/02/07 |
Sort by Account Number or Tenant Name.
Generates a report based on the facility's daily
transactions. |
3027 |
|
Deposit
Slip |
Account |
2.71 |
8/02/07 |
Generates an end of day deposit slip based
on the facility's payments received. It groups type of
payment received. Select the date range. |
3020 |
|
Detailed Tenant Transactions |
Account |
2.71 |
8/02/07 |
Sort by Account Number or Tenant Name.
Generates a report based on the facility's tenant
transactions. It displays the disbursement details.
Select the date range. |
3021 |
|
Income
Summary |
Account |
2.71 |
8/02/07 |
Generates an income report based on the
facility's payments received and refunds given. It
grouped by type of payment/refund. Select the date
range. |
3022 |
|
Payment Distribution |
Account |
2.71 |
8/02/07 |
Generates a report based on the facility's
payments received. It displays the details of what a
tenant's payment paid for. It groups payments by Tenant.
Select the date range. |
3023 |
|
Payments Received |
Account |
2.71 |
8/02/07 |
Generates a report based on the facility's
payments received. It groups payments by Tenant. Select
the date range. |
3024 |
|
Tax
Details Report |
Account |
2.71 |
8/02/07 |
Generates a report based on the facility's
payments received. It displays the details of what
tenant taxes have been paid for. |
3025 |
|
Tenant Transactions |
Account |
2.71 |
8/02/07 |
Sort by Account Number or Tenant Name.
Generates a report based on the facility's tenant
transactions. Select the date range. |
3026 |
|
Credit Distribution |
Account |
3.00 |
11/20/09 |
Generates a report based on the facility's
credits. It displays the details of what a tenant's
credits paid for. It groups payments by Tenant. Select
the date range. |
3028 |
|
Deposit
Slip |
Account |
3.00 |
11/20/09 |
Generates an end of day deposit slip based
on the facility's payments received. It groups type of
payment received. Select the date range. |
3029 |
|
Income
Summary |
Account |
3.00 |
11/20/09 |
Generates an income report based on the
facility's payments received and refunds given. It
grouped by type of payment/refund. Select the date
range. |
3031 |
|
Payment Distribution |
Account |
3.00 |
11/20/09 |
Generates a report based on the facility's
payments received. It displays the details of what a
tenant's payment paid for. It groups payments by Tenant.
Select the date range. |
3032 |
|
Payments Received |
Account |
3.00 |
11/20/09 |
Generates a report based on the facility's
payments received. It groups payments by Tenant. Select
the date range. |
3033 |
|
Tax Details
Report |
Account |
3.00 |
11/20/09 |
Generates a report based on the facility's
payments received. It displays the details of what
tenant taxes have been paid for. |
3034 |
|
Daily Tenant Transactions |
Account |
3.00 |
11/20/09 |
Sort by Account Number or Tenant Name.
Generates a report based on the facility's daily
transactions. |
3036 |
| Late
Status Units |
Unit |
2.50 |
12/30/06 |
Generates a report based on the facility's units. It lists all units
having a late status on the date the report is generated. |
4003 |
| Deposit
Slip |
Account |
2.32 |
12/30/06 |
Generates an end of day deposit slip based on the facility's payments received. It groups type of payment received. Select the date range. |
3011 |
| Tax Details Report |
Account |
2.32 |
4/26/07 |
Generates a report based on the facility's payments received. It displays the details of what tenant taxes have been paid for. |
3012 |
| Payments
Received |
Account |
2.32 |
12/30/06 |
Generates a report based on the facility's
payments received. It groups payments by Tenant. Select
the date range. |
3015 |
| Changed
Transactions |
General |
2.32 |
12/30/06 |
Generates a report based on the facility's adjusted, removed, and waived tenant transactions. It groups transactions by Tenant. Select the date range. |
1005 |
| Credit
Distribution |
Account |
2.31 |
12/30/06 |
Generates a report based on the facility's credits. It displays the details of what a tenant's credits paid for. It groups payments by Tenant. Select the date range. |
3017 |
| Late
Status Tenants |
Customer |
1.00 |
12/30/06 |
Generates a report based on the facility's current tenants. It lists all tenants with a late status on the date the report is printed. |
2002 |
| Payment
Distribution |
Account |
2.31 |
12/30/06 |
Generates a report based on the facility's payments received. It displays the details of what a tenant's payment paid for. It groups payments by Tenant. Select the date range. |
3010 |
| Individual Tenant Information |
Customer |
2.60 |
6/02/07 |
Generates a report based on the specified tenant. It lists all data related to the tenant, and prints the specified date range of transactions. |
2003 |
| Tenant
Information |
Customer |
1.00 |
5/25/07 |
Generates a report based on the facility's current tenants. It lists all data related to each tenant. |
2001 |
|
Income
Summary |
Account |
2.31 |
4/19/07 |
Generates an income report based on the
facility's payments received and refunds given. It
grouped by type of payment/refund. Select the date
range. |
3018 |
| Daily
Tenant Transactions |
Account |
2.32 |
12/30/06 |
Sort by Account Number or Tenant Name. Generates a report based on the facility's daily transactions. |
3013 |
| Detailed
Tenant Transactions |
Account |
2.32 |
12/30/06 |
Sort by Account Number or Tenant Name. Generates a report based on the facility's tenant transactions. It displays the disbursement details. Select the date range. |
3016 |
| Tenant
Transactions |
Account |
2.32 |
12/30/06 |
Sort by Account Number or Tenant Name. Generates a report based on the facility's tenant transactions. Select the date range. |
3014 |
| Changed
Transactions |
General |
2.30 |
12/01/04 |
Generates a report based on the facility's adjusted, removed, and waived tenant transactions. It groups transactions by Tenant. Select the date range. |
1002 |
| Daily
Tenant Transactions |
Account |
2.30 |
12/01/04 |
Generates a report based on the facility's daily transactions. It groups transactions by Tenant Account Number. |
3004 |
| Daily
Tenant Transactions (w/ Sort Option) |
Account |
2.30 |
12/01/04 |
Sort by Account Number or Tenant Name. Generates a report based on the facility's daily transactions. |
3006 |
| Tenant
Transactions |
Account |
2.30 |
12/01/04 |
Generates a report based on the facility's tenant transactions. It groups transactions by Tenant Account Number.
Select the date range. |
3005 |
| Tenant
Transactions (w/ Sort Option) |
Account |
2.30 |
12/01/04 |
Sort by Account Number or Tenant Name. Generates a report based on the facility's tenant transactions. Select the date range. |
3007 |
| Detailed
Tenant Transactions |
Account |
2.30 |
2/18/05 |
Sort by Account Number or Tenant Name. Generates a report based on the facility's tenant transactions. It displays the disbursement details. Select the date range. |
3008 |
| Payments
Received |
Account |
2.31 |
2/18/05 |
Generates a report based on the facility's
payments received. It groups payments by Tenant. Select
the date range. |
3009 |
| Payments
Received |
Account |
1.21 |
11/08/04 |
Generates a report based on the facility's
payments received. It groups payments by Tenant. Select
the date range. |
3003 |
| Changed
Transactions |
General |
1.31 |
2/29/04 |
Generates a report based on the facility's adjusted, removed, and waived tenant transactions. It groups transactions by Tenant. Select the date range. |
1001 |
| Daily
Tenant Transactions |
Account |
1.31 |
9/14/03 |
Generates a report based on the facility's daily transactions. It groups transactions by Tenant. |
3001 |
| Tenant
Transactions |
Account |
1.31 |
9/14/03 |
Generates a report based on the facility's tenant transactions. It groups transactions by Tenant. Select the date range. |
3002 |