---
title: Reporting Engine Dashboard
slug: reporting-engine-dashboard
icon: 📌
createdAt: 2025-02-28T15:19:01.459Z
---

# 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. 

:::hint{type="info"}
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**:

1. Log in to your **Storagely Dashboard**.
2. In the **left sidebar menu**, click on **Reporting Engine**.

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1. Select **Dashboard** from the list.

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# 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.

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- Selecting “**All locations**” provides a consolidated dashboard view, helping you evaluate overall business performance across your portfolio.

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## Choose a Time Range

Select a predefined or custom date range to filter data accordingly.

![](https://api.archbee.com/api/optimize/_fbQ1jk8y-6t-s-DYY8Bo/z99ZmJPIrZZNYyHywQlhZ_screenshot-2026-02-18-at-25809apm.png)

**Selecting a Custom Time Range**

To review performance for a specific date range:

1. Click the date range box in the upper right corner of the dashboard.

![](https://api.archbee.com/api/optimize/_fbQ1jk8y-6t-s-DYY8Bo/ccIssacdnPxOn2GnQjzkR_screenshot-2026-02-18-at-25929apm.png)

1. 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.

:::hint{type="warning"}
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.

![](https://api.archbee.com/api/optimize/_fbQ1jk8y-6t-s-DYY8Bo/ebJbXp6GW-eBawrQ0W3tx_screenshot-2026-02-18-at-30630apm.png)

## 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 have any questions during this process, our Customer Success Team is here to help. The best way to reach us is by submitting a support ticket.*

**[Submit a Ticket](https://d1s7s.share.hsforms.com/297GkKIsiTSmDgSKUYT9s2g)**