Downloadable Reports

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
Advertisement Survey General 3.70 4/25/15 Generates a report to identify and scale the advertisement types. 1024
Advertisement Survey (No Graph) General 3.70 4/25/15 Generates a report to identify and scale the advertisement types. This report has no graphs. 1025
Advertisement Survey 2 General 3.70 4/25/15 Generates a report to identify and scale the advertisement types. This report includes closed tenants 1026
Advertisement Survey 2 (No Graph) General 3.70 4/25/15 Generates a report to identify and scale the advertisement types. This report has no graphs. This report includes closed tenants 1027
Changed Transactions General 3.70 4/25/15 Generates a report based on the facility's adjusted, removed, and waived tenant transactions. It groups transactions by Tenant. Select the date range. 1028
Unit Usage Survey General 3.70 4/25/15 Generates a report to identify and scale the usage of units. 1029
Unit Usage Survey (No Graph) General 3.70 4/25/15 Generates a report to identify and scale the usage of units. This report does not include a graph. 1030
Recurring Payment Checklist Customer 3.70 4/25/15 Generates a list of authorized draft accounts that are currently due or overdue. 2028
Late Status Tenants Customer 3.70 4/25/15 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 2029
Tenant Information Customer 3.70 4/25/15 Generates a report based on the facility's current tenants. It lists all data related to each tenant. 2030
Tenant Information Summary Customer 3.70 4/25/15 Generates a report based on the facility's current tenants. It lists a quick summary for each tenant. 2031
Individual Tenant Information Customer 3.70 4/25/15 Generates a report based on the specified tenant. It lists all data related to the tenant, and prints the specified date range of transactions. 2032
Tenant List Customer 3.70 4/25/15 Generates a report based on the facility's current tenants. It lists each tenant. 2033
Activity Summary Account 3.30 9/18/16 Generates an activity summary report based on the facility's transactions. Select the date range. 3053
Activity Details Account 3.70 9/18/16 Generates an detailed activity report based on the facility's transactions. Select the date range. 3069
Credit Distribution Account 3.70 4/25/15 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. 3070
Daily Tenant Transactions Account 3.70 4/25/15 Sort by Account Number or Tenant Name. Generates a report based on the facility's daily transactions. 3071
Deposit Slip Account 3.70 4/25/15 Generates an end of day deposit slip based on the facility's payments received. It groups type of payment received. Select the date range. 3072
Detailed Tenant Transactions Account 3.70 4/25/15 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. 3073
Fee Details Report Account 3.70 4/25/15 Generates a report based on the facility's payments received. It displays the details of what fees tenants have been paid for. 3074
Income-Only Summary Account 3.70 4/25/15 Generates an income report based on the facility's payments received. It grouped by type of payment. Select the date range. 3075
Income Summary Account 3.70 4/25/15 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. 3076
Payment Distribution Account 3.70 4/25/15 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. 3077
Payments Received Account 3.70 4/25/15 Generates a report based on the facility's payments received. It groups payments by Tenant. Select the date range. 3078
Tax Details Report Account 3.70 4/25/15 Generates a report based on the facility's payments received. It displays the details of what tenant taxes have been paid for. 3079
Tenant Transactions Account 3.70 4/25/15 Sort by Account Number or Tenant Name. Generates a report based on the facility's tenant transactions. Select the date range. 3080
Late Status Units Unit 3.70 4/25/15 Generates a report based on the facility's units. It lists all units having a late status on the date the report is generated. 4009
Occupancy Status Unit 3.70 4/25/15 Reports unit occupancy status for this facility. The report is grouped by each unit type. 4010
Occupancy Status (No Graph) Unit 3.70 4/25/15 Reports unit occupancy status for this facility. The report is grouped by each unit type. This report does not have graphs. 4011
Unit Information Unit 3.70 4/25/15 Reports all units setup for this facility. The report includes deposits and additional features. 4012
Unit Information (No Graph) Unit 3.70 4/25/15 Reports all units setup for this facility. The report includes deposits and additional features. This report does not include a graph. 4013

* - "Minimum Version" signifies the minimum Self-Storage Pro version required for this report.

Superseded Reports (Valid for older version of Self-Storage Pro)

Report Name Report Type Minimum Version* Last Updated Description Report Number
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
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
Advertisement Survey General 1.00 12/27/07 Generates a report to identify and scale the advertisement types. 1003
Unit Usage Survey General 1.00 12/27/07 Generates a report to identify and scale the usage of units. 1004
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
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
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
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
Changed Transactions General 3.30 10/15/12 Generates a report based on the facility's adjusted, removed, and waived tenant transactions. It groups transactions by Tenant. Select the date range. 1014
Unit Usage Survey General 3.30 10/15/12 Generates a report to identify and scale the usage of units. 1015
Unit Usage Survey (No Graph) General 3.30 10/15/12 Generates a report to identify and scale the usage of units. This report does not include a graph. 1016
Advertisement Survey General 3.50 7/5/13 Generates a report to identify and scale the advertisement types. 1017
Advertisement Survey (No Graph) General 3.50 7/5/13 Generates a report to identify and scale the advertisement types. This report has no graphs. 1018
Changed Transactions General 3.50 7/5/13 Generates a report based on the facility's adjusted, removed, and waived tenant transactions. It groups transactions by Tenant. Select the date range. 1019
Unit Usage Survey General 3.50 7/1/13 Generates a report to identify and scale the usage of units. 1020
Unit Usage Survey (No Graph) General 3.50 7/5/13 Generates a report to identify and scale the usage of units. This report does not include a graph. 1021
Advertisement Survey 2 General 3.50 5/29/14 Generates a report to identify and scale the advertisement types. This report includes closed tenants 1022
Advertisement Survey 2 (No Graph) General 3.50 5/29/14 Generates a report to identify and scale the advertisement types. This report has no graphs. This report includes closed tenants 1023
Tenant Information Customer 1.00 11/8/14 Generates a report based on the facility's current tenants. It lists all data related to each tenant. 2001
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
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
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 11/8/14 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 11/8/14 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
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 11/8/14 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 11/8/14 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
Individual Tenant Information Customer 3.20 1/16/12 Generates a report based on the specified tenant. It lists all data related to the tenant, and prints the specified date range of transactions. 2016
Late Status Tenants Customer 3.30 9/13/12 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 2017
Tenant Information Customer 3.30 11/8/14 Generates a report based on the facility's current tenants. It lists all data related to each tenant. 2018
Individual Tenant Information Customer 3.30 7/5/12 Generates a report based on the specified tenant. It lists all data related to the tenant, and prints the specified date range of transactions. 2019
Recurring Payment Checklist Customer 3.30 10/15/12 Generates a list of authorized draft accounts that are currently due or overdue. 2020
Tenant Information Summary Customer 3.30 11/8/14 Generates a report based on the facility's current tenants. It lists a quick summary for each tenant. 2021
Recurring Payment Checklist Customer 3.50 7/5/13 Generates a list of authorized draft accounts that are currently due or overdue. 2022
Late Status Tenants Customer 3.50 7/5/13 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 2023
Tenant Information Customer 3.50 11/8/14 Generates a report based on the facility's current tenants. It lists all data related to each tenant. 2024
Tenant Information Summary Customer 3.50 9/2/13 Generates a report based on the facility's current tenants. It lists a quick summary for each tenant. 2025
Individual Tenant Information Customer 3.50 7/5/13 Generates a report based on the specified tenant. It lists all data related to the tenant, and prints the specified date range of transactions. 2026
Tenant List Customer 3.50 11/8/14 Generates a report based on the facility's current tenants. It lists each tenant. 2027
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
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
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
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
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 (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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Credit Distribution Account 3.10 9/26/12 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 10/15/12 Generates a report based on the facility's payments received. It displays the details of what tenant taxes have been paid for. 3043
Fee Details Report Account 3.10 7/26/11 Generates a report based on the facility's payments received. It displays the details of what fees tenants have been paid for. 3044
Tenant Transactions Account 3.20 1/16/12 Sort by Account Number or Tenant Name. Generates a report based on the facility's tenant transactions. Select the date range. 3045
Detailed Tenant Transactions Account 3.20 1/16/12 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. 3046
Daily Tenant Transactions Account 3.20 9/26/12 Sort by Account Number or Tenant Name. Generates a report based on the facility's daily transactions. 3047
Income Summary Account 3.20 3/5/12 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. 3048
Income-Only Summary Account 3.20 3/5/12 Generates an income report based on the facility's payments received. It grouped by type of payment. Select the date range. 3049
Credit Distribution Account 3.30 10/15/12 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. 3050
Deposit Slip Account 3.30 10/15/12 Generates an end of day deposit slip based on the facility's payments received. It groups type of payment received. Select the date range. 3051
Payments Received Account 3.30 10/15/12 Generates a report based on the facility's payments received. It groups payments by Tenant. Select the date range. 3052
Activity Details Account 3.30 11/27/12 Generates an detailed activity report based on the facility's transactions. Select the date range. 3054
Activity Details Account 3.50 7/5/13 Generates an detailed activity report based on the facility's transactions. Select the date range. 3055
Credit Distribution Account 3.50 7/5/13 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. 3056
Daily Tenant Transactions Account 3.50 7/5/13 Sort by Account Number or Tenant Name. Generates a report based on the facility's daily transactions. 3057
Deposit Slip Account 3.50 7/5/13 Generates an end of day deposit slip based on the facility's payments received. It groups type of payment received. Select the date range. 3058
Detailed Tenant Transactions Account 3.50 7/5/13 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. 3059
Fee Details Report Account 3.50 7/5/13 Generates a report based on the facility's payments received. It displays the details of what fees tenants have been paid for. 3060
Payment Distribution Account 3.50 7/5/13 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. 3063
Payments Received Account 3.50 7/5/13 Generates a report based on the facility's payments received. It groups payments by Tenant. Select the date range. 3064
Tax Details Report Account 3.50 7/5/13 Generates a report based on the facility's payments received. It displays the details of what tenant taxes have been paid for. 3065
Tenant Transactions Account 3.50 3/17/14 Sort by Account Number or Tenant Name. Generates a report based on the facility's tenant transactions. Select the date range. 3066
Income-Only Summary Account 3.62 11/4/14 Generates an income report based on the facility's payments received. It grouped by type of payment. Select the date range. 3067
Income Summary Account 3.62 11/4/14 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. 3068
Income-Only Summary Account 3.50 7/5/13 Generates an income report based on the facility's payments received. It grouped by type of payment. Select the date range. 3061
Income Summary Account 3.50 7/5/13 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. 3062
Unit Information Unit 1.00 4/26/07 Reports all units setup for this facility. The report includes deposits and additional features. 4001
Occupancy Status Unit 1.00 4/26/07 Reports unit occupancy status for this facility. The report is grouped by each unit type. 4002
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
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 (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
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
Late Status Units Unit 3.30 10/15/12 Generates a report based on the facility's units. It lists all units having a late status on the date the report is generated. 4007
Late Status Units Unit 3.50 7/5/13 Generates a report based on the facility's units. It lists all units having a late status on the date the report is generated. 4008

* - "Minimum Version" signifies the minimum Self-Storage Pro version required for this report.