Portfolio Reports
The Reports area gives management companies insight into portfolio performance, financial health, and operational status. Use these for board meetings, client updates, and internal management reviews.Report types
Financial reports
Revenue, arrears, collection rates, and budget vs actual by building
Issue reports
Open issues, resolution times, and issue types across the portfolio
Meeting reports
AGM attendance, meeting frequency, and outstanding action items
Compliance reports
Upcoming deadlines, overdue items, and safety certificate status
Building reports
Occupancy, unit status, and building-level operational summaries
Custom exports
Export data for further analysis in spreadsheets or accounting tools
Generating a report
1
Open Reports
Navigate to Reports from the sidebar or management dashboard.
2
Choose report type
Select the category: Financial, Issues, Meetings, Compliance, or Building.
3
Set filters
Choose date range, buildings, and any specific criteria.
4
Generate
The report populates with current data from your portfolio.
5
Export or share
Download as PDF or CSV, or share a link with colleagues or clients.
Key metrics explained
Tips
Run reports before board meetings
Current data makes meetings productive and demonstrates professionalism
Export for accountants
Financial reports in CSV format import directly into most accounting software
Compare buildings
Use portfolio-wide views to spot underperforming buildings and share best practices
Schedule regular reviews
Weekly operational reviews and monthly financial reviews keep problems small