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by KeenEthics
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LumaIQ Reports

By Caleb Pham

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Overview

LumaIQ Reports helps self-storage teams prepare operating briefings, review monthly reports and draft owner updates from stored LumaIQ figures. Use it to summarize assigned-property revenue and occupancy, compare reported months, identify missing figures and explain portfolio ranking drivers. It supports reporting work for assistants, property managers, area and district managers, organization administrators and authorized owners with existing LumaIQ accounts. Organization administrators enable access once for their team; each employee signs in and gives personal consent using their own account. Assistants and property managers review operating KPIs for assigned properties. Authorized owners and leadership review owner figures and recorded delivery history; leadership reviews company-wide performance and health rankings, with missing-period exclusions disclosed. Current company membership, role and property permissions apply on every request. Owner updates remain drafts for the existing LumaIQ workflow. The reporting tools do not edit records, change rents, send email or handle payments. The sign-in credential retains existing LumaIQ account permissions beyond these reporting tools; the consent screen discloses this. Account and plan upgrades are handled on the LumaIQ website. Initial client onboarding supports ChatGPT web.

Tools

get_owner_report

ChatGPT
Read stored metrics, the same headline figures as the owner screen, prior reported-month comparison, calendar-month and prior-year comparison, and missing manual fields. Supply both year and month, or omit both for the latest actuals month. Does not draft, save or email a report.

get_portfolio_rankings

ChatGPT
Internal leadership report: performance ranks managers against peers; health diagnoses risk against absolute thresholds. Select live or frozen published data. Supply both year and month or omit both for latest ranking-input month. Leadership comparisons use the entire authenticated company, including properties outside personal assignments. Other property reports retain assignment scope. Disclose properties excluded for missing period inputs. Pagination affects returned facilities, never the scoring population. Owner recipients cannot access this tool.

get_property_summary

ChatGPT
Read monthly operating KPIs for properties your LumaIQ account can access. Facility managers and assistants can use this summary; it contains no owner contacts, report emails, drafts or portfolio scores. Supply both year and month, or omit both for latest actuals. Missing values are null, not zero.

get_report_deliveries

ChatGPT
Read a property’s delivery ledger: sent, pending and failed reports with their original subject and body. This is the historical delivery record; current metrics may differ. Does not resend or email anything.

list_reporting_properties

ChatGPT
List properties visible through your LumaIQ company and assignment permissions. Staff receive IDs and names only; owner-report roles also receive reporting months, completeness and delivery status. nextOffset identifies remaining properties.

Capabilities

Review Assigned-Property Operating KpisCompare Reported Revenue And OccupancyDraft Owner Updates From Stored FiguresReview Recorded Report Delivery StatusExplain Authorized Portfolio Rankings

Example Prompts

Click any prompt to copy it.

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