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
Key metrics explained
| Metric | What it means | Why it matters |
|---|---|---|
| Collection rate | Percentage of expected service charges collected | Low rates indicate arrears problems or resident dissatisfaction |
| Avg resolution time | Days from issue report to completion | Long times suggest contractor or staffing issues |
| Open issues per building | Number of unresolved items | High numbers may indicate understaffing or major maintenance needs |
| Compliance health | Percentage of deadlines met on time | Missed deadlines risk legal liability and fines |
| Meeting attendance | Resident participation in AGMs | Low attendance may indicate engagement issues |
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