Reports, Reports, Reports

Created: 9/22/2017


Financials are the lifeblood of your self storage facility and the reason you own it. With Unit Trac, the moment you enter a lease or record a payment - your financial information is updated in real-time - helping to take the mystery of our your revenue stream.

In Accounting > Overview, you can view your forecast, revenue, occupancy and easily understand the details behind the financial health of your facility.
The monthly revenue chart is clickable to help you drill down to the details. If you're more of the spreadsheet type - check out the downloadable revenue report in the upper right hand corner. It's a detailed report that includes dates, amounts, and any applicable fee and tax information. This report is available for any date range that you wish to download.
Looking for more reports? Unit Trac offers a variety of reports that help you run your business smoothly and aid you in identifying trends at your facility and can be found by going to Business > Reports

Additional customer and lease fields are reportable fields avaiable in the Customer List or Lease List reports.
Customer List - A listing of your customers and their basic contact and payment information.
Lease List - A listing of active or past leases.
Unit List - This report provides a list of your units showing their current status.
Rental Growth - This report gives a monthly breakdown of new, renewal, and ended leases. 
Revenue Report - This is the same report that can be found in the Accounting > Overview.
Mailing Addresses - A downloadable list of your customers mailing addresses. Perfect for mail merge using Microsoft Word.

TIP: Go to  Business > Reports > Lease List and select the option to include "Standard Rent, Actual Rent and Rent Difference" to confirm which customers are over/under paying based on current pricing.

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