FAQ

Reports

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Why can I change the date or period on some report and not others?

Some reports in SiteLink are designed to be viewed explicitly for a certain type of period and cannot be generated for other periods in a way that makes sense.

For example, the Occupied History report is designed to give occupancy details month-by-month for a 1 year period, starting backward from the chosen month.  Daily and Weekly period options cannot be extrapolated from this, and annual-related options would be redundant.

As another example, Unpaid Charges is designed to show a list of ALL tenants with *currently* unpaid charges and the age of those charges.  Choosing a date for Unpaid Charges would invalidate the intent of the report.  If you require information about unpaid balances for a specific period you can try using other reports like Accounts Receivable or Aged Receivables which allow for date selection.

What is Multi-Site Reports & Management on the Reports screen?

The Multi-Site Reports & Management option on the Reports screen opens the Corporate Control Center program for SiteLink.  Corporate Control Center (or CCC for short) allows you to run many useful reports (such as Management Summary) as consolidated versions for multiple SiteLink locations.  This can give useful details for all your SiteLink locations, including total summaries for all sites or direct comparisons between sites (depending on the report).

Can I access reports online using a internet browser such as Internet Explorer, Firefox, Safari, or Chrome?

You can run most of SiteLink’s reports in real time from a web browser on any device, even if it does not have SiteLink installed, by going to the URL http://webreports.sitelinksoftware.com.au

Log in using your SiteLink Corporate Code as well as a valid Corporate username and password.

Choose the location(s) you wish to run reports for, then click Next.

You can run any report directly by clicking on the name of the report.  Alternatively, you can choose a list of reports to save as files to be viewed later by checking the box to the left of the report names and using the “Export” menu to the right of the report listings.

I see Walk Thru Order as a sort option; how do I setup my Walk Thru Order?

The Walk Thru Order is meant to represent the way that units are encountered as you move through the actual physical layout of your facility.  This is so that reports such as the Walk Thru can be used by managers at the site to physically inspect units.

To edit the Walk Thru list choose Setup from the Company screen.

Click on Units & Tenants on the upper left.

Click on WalkThur Order.

You can move units one at a time by dragging them or highlighting them and using the Move Up and Move Down arrows on the right.  You can also select groups of units to be moved by using the Shift key when selecting units.

What report shows my Exit Survey information?

Exit Survey marketing information can be viewed as part of the Marketing Summary report.

The Map Tenant reports displays my facility at the wrong address. How can I correct this?

This means the Facility Location information in the Company Information section of SiteLink needs to be updated.

From the Company screen, choose Setup.

Click on Company Information.

Verify that the street address and postal code information in the Contact Information section is correct.

Click the “Update Latitude and Longitude from Address” button on the right.

Click OK to save.

What’s the difference between a discount and a credit?

Discounts and Credits are considered two different types of concessions given to charges in SiteLink.

Discounts are always applied before tax (which affects the amount of tax that is calculated for the charge) and can only be applied at the same time a charge is created.  Common examples of discounts include applying a special during a Move-In or giving a percentage discount for a prepayment of several months.

Credits are always applied after tax and can only be applied to existing charges.  Common examples of issuing a credit include waiving a Late Fee and writing off charges as Bad Debt.

Discounts can be tracked in reports by the Discounts and Discount Summary reports.

Credits are tracked through the Credits Issued report.

Do I need to do a Daily Close? How often should I do one?

The Daily Close screen in SiteLink is meant as a way to verify the payment information SiteLink has matches the actual cash, checks, credit cards, and other transactions you have received for the period.  This allows you to catch discrepancies (like a missing payment, or a duplicate) and correct them before it’s too late.  It also offers protection against some potentially abusive activities like deleting payment receipts by locking payments and charges out from the ability to be deleted.

How often you should opt to do a Daily Close report depends on the frequency of payments for your facility.  Most facilities find doing a close once at the very beginning or very end of the business day to be sufficient.  Many sites do not have payment activity on a daily basis and do a close once a week or even once a month.  Some facilities (especially ones that accept online payments 24 hours a day) need to do multiple closes in a day to help track all of their payment activity.  There is no requirement to perform a Daily Close at any specific point in SiteLink and also no penalty for doing multiple closes per day.