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Report: Unit History

All unit-related events for a chosen period: status, access, invoices, inspections and notes.

Written by Etienne Champagne

The Unit History report gathers every unit-related event over a period you choose: status changes, gate access, invoices, inspections, notes, and other events logged with a unit context. It's especially useful for reconstructing what happened on a specific unit, or for a migration reconciliation.

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Where to find the report

Step 1.
In the left menu, open Analytics, then Reports.

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Step 2.
Under the Occupancy category, click Unit History.

Reports list, Occupancy category, with Unit History highlighted

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Choosing the period

Unlike the Unit Status report, this report isn't a snapshot: it's bound to a period. Use the period selector at the top of the report to choose a month, quarter, half-year, year, or a custom range.

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Filtering and sorting

Keyword search. Use the search bar to filter by keyword in the descriptions.

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Category filter. Filter by event category: Lifecycle, Financial, Communication, Access, Audit, or Note.

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Sort. Sort by date (most recent first), unit, event type, or actor.

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What the report contains

Each row is a timeline event tied to a unit:

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Date and Unit. The date and the unit involved.

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Unit type and Category. The unit's format and the event's category.

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Event. The nature of the change (for example a status change, an access event, a note).

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Booking and Tenant. Linked to the event, if it has one.

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Actor. Who or what triggered the event (a team member, the system, or the customer).

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Description. The event's detail.

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The total at the top of the report shows the number of events and units affected for the selected period.

Unit History report populated for the current month

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What the report doesn't do

Unit status changes only appear when the platform has written a timeline event: the report doesn't retroactively reconstruct a unit's status on a past date if no matching event exists.

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Export or print

Click Export in the report header to choose CSV or Excel workbook (.xlsx). The Excel export includes stable identifiers (unit, booking, contact, timeline entry) useful for comparing against a migration. Print generates a paper or PDF version.

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Who this article is for

This report is available to the Owner, Manager and Staff roles.

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