Reporting & insight

See the full picture.
Your data, no ceiling.

Built-in Power BI that grows with your business. From daily dashboards to portfolio analytics to raw data exports. No ceiling.

Power BI built in. Connect your own tools. Export raw data anytime.

Reporting depth

From daily visibility to complete data ownership

Start with dashboards. Go deeper when you need to. Your data is never locked away.

Occupancy, revenue, delinquency, move-ins—visible without building anything.

No setup required.

Built-in dashboards

Occupancy

87.3%

Revenue

$142K

Move-ins

24

Delinquency

4.2%

Live data · Updates automatically

Drill down from summary to transaction. Filter by facility, brand, time period, customer type.

Every number is clickable.

Revenue · February
$142,380
Click to drill down
Brookvale
$58,240
Dee Why
$47,890
Manly
$36,250
Go deeper: transactions, customers, units

Connect your own Power BI instance or lakehouse. Storesync becomes a data source.

Your tools, your rules.

Connect your tools

Storesync becomes a data source

PBI

Power BI

Your instance · Connected

Live

Data Lakehouse

Azure · Snowflake · BigQuery

Your data, your models, your rules

Download the same data behind any report. Excel, CSV, whatever you need.

Never locked out.

Export raw data

The same data behind any report

Revenue_Feb_2025.xlsx

2,847 rows · 24 columns · 1.2 MB

Customers_Active.csv

1,204 rows · 18 columns · 284 KB

Transactions_Q4.csv

12,456 rows · 32 columns · 4.8 MB

See across all facilities and brands. Compare performance. Spot patterns.

Complete visibility.

Portfolio overview

Compare performance across facilities and brands

12

Facilities

3

Brands

2,847

Units

Occupancy comparison
Brand A91%
Brand B84%
Brand C78%
Spot patterns and opportunities across your portfolio

Reporting that doesn't hit a wall when your questions get harder.

Built-in dashboards

See your business clearly

Dashboards for the questions operators actually ask—ready from day one, no setup required.

Occupancy & availabilityHow full you are
Live

87.3%

Current

42

Vacant

+2.1%

30-day

What you can see

By unit type and size
Availability forecast
Facility comparison

Every number links to detail. Click any metric to drill down by facility, unit type, or time period.

Dashboards are ready when you are. No building, no waiting, no BI expertise required.

How it works

Reporting that grows with your questions

Start with what's built in. Go deeper when you need to. Your data is never locked away or limited by the platform.

Built in

Power BI built in

Professional reporting embedded in Storesync. No separate tool to buy, configure, or maintain.

Your tools

Go deeper when you need to

Connect your own Power BI instance or data lakehouse. Storesync becomes a live data source for your own models.

Never locked

Export the raw data

Nothing is locked away. Download the data behind any report—Excel, CSV, whatever format you need.

Full visibility

See across everything

Portfolio-level views across facilities and brands. Drill down or roll up. Compare performance.

Your data. Your tools. No ceiling.

Control

The right reports for the right people

Not everyone needs to see everything. Control which reports are visible to which roles, facilities, and brands.

Role-based report access

Control which reports are visible to which roles. Not everyone needs to see everything.

Facility-level permissions

Staff see reports for their facilities only. Multi-site operations stay separated.

Brand separation

Keep brand data separate when needed. Portfolio owners see across brands.

Audit trail

Every report view and export is logged. Know who accessed what and when.

SM
Site ManagerReport visibility
Facility dashboard
Visible
Unit occupancy
Visible
Customer activity
Visible
Portfolio rollup
Hidden
Financial summary
Hidden
Sees facility-level reports only
RM
Regional ManagerReport visibility
Facility dashboard
Visible
Unit occupancy
Visible
Customer activity
Visible
Portfolio rollup
Visible
Financial summary
Hidden
Sees portfolio rollup across region
FN
FinanceReport visibility
Facility dashboard
Visible
Unit occupancy
Hidden
Customer activity
Hidden
Portfolio rollup
Visible
Financial summary
Visible
Sees financial reports across all facilities

Same system, different visibility based on role.

Conversion analytics

See what's working across your portfolio

Track every enquiry from first click to signed agreement. Compare sources, facilities, and time periods to see where your business is growing—and where it isn't.

Source performance

Enquiry to agreement

12 months
Google Ads

824 enquiries → 214 agreements

Conversion rate

26%

Revenue

$38,420

Conversion funnel

824 enquiries
214 agreements
Source stays attached from first touch to signed agreement

Same data, different sources — track what drives real revenue.

Operations shows what needs attention now. Reporting shows what's working over time.

Accounting sync

Numbers that match your books

Storesync doesn't replace your accounting software. It makes sure what you send to it already makes sense.

Fees separated

Payment processing fees are broken out automatically. Revenue and costs never mix.

Credits applied

Prepayments and overpayments reduce invoices automatically when they're due.

Totals align

Period end without chasing differences. No reconciliation cleanup required.

Structured exports

Invoices, payments, and credits flow out in the structure your accounting software expects.

Fee breakdown
Transaction$149.00
Revenue
$149.00
Processing fee
−$2.40
Net deposit$146.60
Fees go to separate GL account
Credit application
Invoice #1247$320.00
Credit balance
−$85.00
Amount due$235.00
Applied automatically at billing
Period close
February
Storesync$142,380
Xero/MYOB$142,380
BalancedNo variances
February exports
Revenue$142,380
Payments received$138,450
Processing fees−$2,180
Credits applied−$1,240
Xero/MYOB

When the numbers are the result of operations, reconciliation isn't a job.

Day-to-day operations

Things you no longer have to compile

Most reporting effort isn't analysis—it's gathering. Pulling data from different places, formatting it, checking it matches. That work disappears when reporting is built in.

5 tasks removed

Weekly reports

Weekly occupancy reports

Built-in dashboard shows occupancy across all facilities in real time.

No more pulling numbers into spreadsheets.

Portfolio view

Revenue by facility

Portfolio view breaks down revenue by site, brand, or region automatically.

No more consolidating site-by-site.

Collections

Delinquency tracking

Overdue accounts surface automatically with amounts, aging, and trends.

No more chasing down who owes what.

Stakeholders

Data for board or investors

Export dashboards or raw data any time. Share links to live reports.

No more last-minute report scrambles.

Reconciliation

Checking numbers match accounting

Data syncs to Xero and MYOB automatically. Figures already align.

No more reconciliation mysteries.

When reporting is built in, you stop compiling and start deciding.

Ready when you are

Reporting that updates itself

From occupancy to revenue to collections, every number stays current across all your facilities — without exports, spreadsheets, or manual updates.

Get started Book a demo

Set up at your own pace. Cancel monthly plans anytime.

No spreadsheets required

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