Storage Snapshot Report

The Storage Snapshot report provides a point-in-time view of your storage operations, including container capacity, occupancy, active storage projects, and billing coverage. Use this report to monitor warehouse utilization, identify storage customers who may not be billed, and review container assignments across branches and warehouses.

Use This Report to Answer Questions Like:

How many containers are currently occupied vs. available across my warehouses?
Which active storage projects do not have an invoice set up?
What is my current occupancy rate by warehouse or branch?
Which storage customers have recurring billing set up vs. one-time invoices?
How many containers and what weight is a specific customer storing?
What is the total outstanding balance across all active storage projects?

Report Inputs (Filters at the Top)

Use the filters at the top of the report to narrow results. All filters are optional. When a filter is not set, all matching data is returned.

Input	Description
Snapshot Date	View container occupancy as of a specific date. When set, only container assignments active on that date are shown. Leave blank to see the current state.
Branch	Filter by one or more branches (organizations) within your company.
Warehouse	Filter by one or more warehouses to see containers and projects in specific locations.
Storage Project Statuses	Filter by project status. Defaults to Active, Cancelled, and Completed. Options include Active, Completed, Cancelled, and Expired.
Project Types	Filter by storage project type (e.g., Long Term Storage, Military Storage, NTS).
Container Types	Filter by container type (e.g., Vault, Oversized, Crate).
Invoice Status	Filter by the status of the latest invoice on each project. Options include Draft, Scheduled, Unpaid, Paid, Overdue, and Finalized.
Container Status	Filter to show only Available or Occupied containers.
Salesperson	Filter by the salesperson (booked by) assigned to the storage project.
Project Tags	Filter by project-level tags.
Project With or Without Invoices	Filter to show all projects, only projects with at least one invoice, or only projects without any invoice. Use "Without Invoice" to find billing gaps.
Storage Out Date	Filter by the storage out (end) date range to find projects that ended within a specific period.
Search Customer By	Search by customer name, project number, or company name.

How Filters Affect the Data:

All filters apply across KPI cards, charts, and data tables simultaneously.
The Snapshot Date controls the point-in-time view for container occupancy. Container assignments that were not active on the selected date will not appear.
The Container Status filter (Available/Occupied) applies to the container-level views but not to the project-level Storage Invoices table.
Setting "Without Invoice" in the Project With or Without Invoices filter highlights storage projects that may need billing attention.

Report Sections

1 - KPI Summary Cards

Four metric cards at the top of the report provide a high-level summary of your storage operations.

KPI	Description
Total Containers	The total number of containers across all warehouses (both available and occupied).
Occupancy Rate	The percentage of containers currently assigned to a storage project (occupied / total).
Active Storage Projects	The number of distinct storage projects matching the current filters.
Projects Without Invoice	The number of active storage projects that do not have any invoice. Highlighted when greater than zero to flag potential billing gaps.
Total Outstanding Balance	The sum of remaining invoice balances across all storage projects (deduplicated to the latest invoice per project).

2 - Container Utilization

A donut chart showing the proportion of containers that are currently Occupied vs. Available. This provides a quick visual indicator of overall warehouse capacity.

3 - Billing Coverage

A donut chart showing how storage projects break down by billing status:

Invoiced, Recurring - Projects with an invoice set to auto-bill on a recurring schedule.
Invoiced, Not Recurring - Projects with a one-time or manually-created invoice (not set up for recurring billing).
No Invoice - Projects with no invoice at all. These may represent billing gaps that need attention.

4 - Containers by Warehouse

A bar chart showing the number of containers per warehouse, stacked by container status (Available vs. Occupied). Use this to identify which warehouses are nearing capacity and where space is available.

5 - Containers by Customer

A table showing the number of containers assigned to each customer. Use this for a quick count of how much space each storage customer is using.

6 - Storage Summary by Branch

A summary table grouped by branch showing aggregate storage metrics.

Column	Description
Branch Name	The branch (organization) name.
Total Containers	Total number of containers in the branch.
Occupied	Number of containers currently assigned to a project.
Available	Number of containers not assigned to any project.
Stored Weight	Total estimated weight of goods currently stored.
Weight Capacity	Total weight capacity of all containers based on container type specifications.
Invoice Revenue	Sum of the latest invoice grand total for projects with containers in this branch.

7 - Storage Containers & Statuses

A detailed table showing every container with its assignment status, project details, and invoice information. Each row represents one container.

Column	Description
Container Name	The name or identifier of the container.
Container Type	The type of container (e.g., Vault, Oversized).
Warehouse	The warehouse where the container is located.
X / Y / Z	The physical location coordinates within the warehouse (row, aisle, level).
Container Notes	Any notes recorded on the container.
Container Status	Whether the container is Available or Occupied.
Project ID	The project number assigned to this container (blank if available).
Stored Weight	The estimated weight of goods in this container.
Weight Capacity	The maximum weight capacity for this container type.
Project # Containers	The total number of containers assigned to this project.
Container Start Date	The date this container was assigned to the current project.
Container End Date	The date the container assignment ended (blank if still active).
Company Name	The billing client name on the storage project.
Customer Name	The primary contact name on the storage project.
Customer Email	The email address of the primary contact.
Storage In Date	The date the customer moved into storage.
Storage Out Date	The date the customer moved out of storage (blank if still in storage).
Salesperson Name	The salesperson who booked the storage project.
Branch Name	The branch handling this storage project.
Project Type	The storage project type.
Project Status	The current status of the storage project (Active, Completed, etc.).
Project Tags	Any project-level tags applied to the storage project.
Latest Invoice Date	The date of the most recent invoice for this project.
Latest Invoice Status	The status of the most recent invoice (Paid, Unpaid, Overdue, etc.).
Payment Amount	Total payments received on this project.
Payment Method	The payment method(s) used.
Grand Total	The grand total of the latest invoice.
Remaining Balance	The remaining unpaid balance on the latest invoice.
Payment Term	The payment term on the latest invoice.
Recurring?	Whether the latest invoice is set up for recurring billing.

8 - Storage Invoices

A project-level table showing all storage projects with their invoice history, container details, and billing status. Projects with multiple invoices will appear as multiple rows (one per invoice). Projects with no invoice still appear with blank invoice columns.

Column	Description
Project Number	The project identifier.
Company Name	The billing client name.
Customer Name	The primary contact name.
Customer Email	The email address of the primary contact.
Storage In Date	The date the customer moved into storage.
Storage Out Date	The date the customer moved out of storage.
Salesperson Name	The salesperson who booked the project.
Branch Name	The branch handling this project.
Project Type	The storage project type.
Project Status	The current status of the project.
Project Tags	Any project-level tags applied.
Container Count	The number of containers assigned to this project.
Containers by Type	A breakdown of container counts by type (e.g., "Vault: 5, Oversized: 2").
Weight	The total estimated weight of goods stored for this project.
Warehouse	The warehouse(s) where this project's containers are located.
Invoice Date	The date of the invoice.
Invoice Status	The status of the invoice (Paid, Unpaid, Overdue, etc.).
Payment Method	The payment method(s) used.
Grand Total	The invoice grand total.
Remaining Balance	The remaining unpaid balance on the invoice.
Payment Term	The payment term on the invoice.
Recurring?	Whether this invoice is set up for recurring billing.
Billing Coverage Category	Categorizes the project as "Invoiced, Recurring", "Invoiced, Not Recurring", or "No Invoice".

Export Options

Click the download icon on any chart or table to export the data as a CSV file.
Use the "Share" button at the top of the report to generate a shareable link or schedule automated email deliveries.
Exported data reflects all currently applied filters.

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