> ## Documentation Index
> Fetch the complete documentation index at: https://kb.manage.management/llms.txt
> Use this file to discover all available pages before exploring further.

# Reports & Analytics

> How to generate financial, operational, and compliance reports

## 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

<CardGroup cols={2}>
  <Card title="Financial reports" icon="bar-chart-2">
    Revenue, arrears, collection rates, and budget vs actual by building
  </Card>

  <Card title="Issue reports" icon="alert-triangle">
    Open issues, resolution times, and issue types across the portfolio
  </Card>

  <Card title="Meeting reports" icon="calendar">
    AGM attendance, meeting frequency, and outstanding action items
  </Card>

  <Card title="Compliance reports" icon="shield-check">
    Upcoming deadlines, overdue items, and safety certificate status
  </Card>

  <Card title="Building reports" icon="building-2">
    Occupancy, unit status, and building-level operational summaries
  </Card>

  <Card title="Custom exports" icon="download">
    Export data for further analysis in spreadsheets or accounting tools
  </Card>
</CardGroup>

## Generating a report

<Steps>
  <Step title="Open Reports">
    Navigate to **Reports** from the sidebar or management dashboard.
  </Step>

  <Step title="Choose report type">
    Select the category: Financial, Issues, Meetings, Compliance, or Building.
  </Step>

  <Step title="Set filters">
    Choose date range, buildings, and any specific criteria.
  </Step>

  <Step title="Generate">
    The report populates with current data from your portfolio.
  </Step>

  <Step title="Export or share">
    Download as PDF or CSV, or share a link with colleagues or clients.
  </Step>
</Steps>

## 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

<CardGroup cols={2}>
  <Card title="Run reports before board meetings" icon="calendar-check">
    Current data makes meetings productive and demonstrates professionalism
  </Card>

  <Card title="Export for accountants" icon="download">
    Financial reports in CSV format import directly into most accounting software
  </Card>

  <Card title="Compare buildings" icon="git-compare">
    Use portfolio-wide views to spot underperforming buildings and share best practices
  </Card>

  <Card title="Schedule regular reviews" icon="clock">
    Weekly operational reviews and monthly financial reviews keep problems small
  </Card>
</CardGroup>