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, standard UK block reports & custom report builder
6 Standard UK Block Reports (1038a–077)
One-click standard block management reports: 1038a/1038b (Annual & Period Budget vs Actuals by Schedule), 006 (Aged Debtors & Arrears Status), 018 (Cash Book & Three-Way Bank Rec Pack), 021 (Committed Works Orders & Unpaid Invoices), and 077 (Reserve Fund & 10-Year Capex Forecast).
Custom Portfolio Report Builder
Build and save custom report presets across 5 live data sources (Aged Debtors, Budget vs Actuals, Issues & Works Orders, Safety Compliance, and Supplier Creditors), grouped by building, schedule, due date, or status with CSV export.
Monthly Director Board Pack
Board-ready monthly summary: cash by fund, budget vs actual, arrears, unpaid bills, and upcoming statutory dates (RICS 4th Ed. & TPI Ed. 4)
LPE1 Leasehold Property Enquiries Pack
Pre-filled Law Society Form LPE1 financial pack for flat sales & conveyancing: service charge, reserve fund, Section 20 notices, and insurance
Portfolio H&S Compliance Report
5-state portfolio-wide Health & Safety compliance register (FRA, EICR, Gas, Asbestos, Legionella, Lift, Emergency Lighting) with inline editing, grouping, and CSV export
Operational & SLA Analytics
Issue Acknowledgement Speed, Resolution Time, Issue Types breakdown, and Staff Workload Overview across your portfolio
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