Portfolio Desk
User guide
Portfolio & reporting 5 min read

Reports & exports

Most reporting requests are the same handful of questions asked monthly. Save the definition once, schedule it, and stop rebuilding it.

  1. 1

    Generate and export

    Rent roll, lease accounting, portfolio and maintenance reports, exportable without asking an administrator to pull them.

    Reports page with available report templates and exports
    A real screen from the running product, captured against a demo portfolio.
  2. 2

    Save and schedule

    A saved report keeps its filters. A schedule delivers it, so the monthly pack arrives without anyone remembering to produce it.

Used alongside

Dashboards & analytics

The daily operating picture, and the trends underneath it.
Financial statements

Income statement, balance sheet, cash flow and equity, on accrual or cash basis, with an attestation pack.
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