Reporting Engine Dashboard

1\ introduction the dashboard in the reporting engine provides a comprehensive overview of key rental performance metrics users can analyze trends, track rental activity, and gain insights into their storage locations quickly and efficiently this dashboard eliminates the need to manually pull multiple reports from facility management software across different time ranges by consolidating critical data in one place 2\ navigating to the dashboard to access the dashboard log in to your storagely dashboard in the left sidebar menu , click on reporting engine select dashboard from the list 3\ understanding the interface selecting locations users can view data for a single location or all locations using the dropdown in the top left corner of the screen this allows for flexible reporting, from specific locations to a company wide overview date range filters at the top of the dashboard, users can select a time range for reporting month to date today this week this month (default) custom date range (choose specific start and end dates) key metrics displayed the dashboard provides an at a glance view of key performance indicators total rentals the number of rentals during the selected time period future rentals reservations or scheduled rentals for upcoming dates rentals by location a breakdown of rental performance per facility, sortable by name, short name, or quantity rental trends a graphical representation of rental activity over time marketing sources metrics this breakdown helps operators measure marketing performance and prioritize channels that deliver the highest return marketing source attribution shows which sources (e g , google organic search, sparefoot, etc ) generated rentals during the selected period rental count by source displays the number of rentals originating from each marketing channel revenue by source breaks down the revenue generated by each source, helping operators understand which platforms are driving value no source available highlights any rentals that could not be attributed to a specific source, indicating areas for tracking improvement 4\ how to use the dashboard selecting locations use the location dropdown in the top left corner to choose between viewing data for a specific facility or an aggregated view of all locations selecting “ all locations ” provides a consolidated dashboard view, helping you evaluate overall business performance across your portfolio choose a time range select a predefined or custom date range to filter data accordingly selecting a custom time range to review performance for a specific date range click the date range box in the upper right corner of the dashboard select your desired start and end dates using the calendar tool your dashboard will update automatically to display rentals and trends for the selected time period analyze key metrics review total rentals , future rentals , and other displayed insights to understand current trends note data for future rentals is not currently available in the dashboard this data will be added to the dashboard in a future release at that time, if future rentals are enabled for your facility, you will see future rental data sort and compare data when viewing data for all locations, you can use sorting options in the rentals by location section to compare different locations efficiently available sorting options are by name, short name, or quantity utilize rentals by date for deeper insights identify high demand days to optimize staffing and resource allocation detect seasonal trends and adjust marketing campaigns or strategies accordingly spot anomalies or drops in rentals that may require operational adjustments best practices for data analysis use location selection to analyze performance at an individual site level versus company wide trends compare data across different time periods to identify seasonality or performance shifts utilize graphical rental trends and rentals by date data to make data driven decisions about marketing, pricing, and operations 6\ faqs & troubleshooting q1 why is my location missing from the dropdown? a first, ensure that you have the appropriate permissions to view that location customers with company level permissions should have visibility into all locations, as their access is not restricted by individual facility settings if a location is missing, it’s often because the facility id was not provided during onboarding or was accidentally omitted from the platform’s configuration locations must be listed in the integrations section under settings in order to appear in the dashboard dropdown note customers do not have access to the integrations section a member of the storagely team (typically kevin) will need to confirm whether the missing facility id is listed and properly integrated if you’re missing a location, please contact your storagely account manager or reach out to our support team using one of the methods listed at the bottom of this support article q2 how can i reset my filters? a refresh the page or manually reset filters by selecting a new date range q3 can i download the dashboard data? a currently, the dashboard does not support direct downloads, but individual reports may be available for export in other sections as always, if you ever have any questions throughout this process, our customer success team is always ready to help! we have a couple of ways you can reach out, choose what is best for you ! all methods of contact flow into the same support team, which means no method will provide you a faster response than others email helpdesk\@storagely io com https //d1s7s share hsforms com/297gkkisitsmdgskuyt9s2g