Reports
Cross-module analytics for managers and the board.
Overview
Pre-built reports across every module: operations, financial-adjacent (deposits, late pickups), and compliance.
Who uses this
Manager, admin, board.
Open the feature
Management → Reports.
Step-by-step
- Pick a report (e.g. Service request SLA).
- Choose buildings, date range, and filters.
- View the chart and underlying table.
- Export PDF or CSV.
- Schedule a recurring email of the report.
Settings & permissions
Board members see read-only summaries; managers see drill-downs.
Multi-building tips
Most reports compare buildings side by side.
Notifications
Scheduled reports are emailed at the configured cadence.
Reports & exports
PDF, CSV, and shareable web link.
Troubleshooting
- Numbers don't match a module screen. Check the date range and time zone.
FAQ
Can we build custom reports? Yes — contact support for the SQL workbench.
Glossary
- KPI — key performance indicator.
Related articles
- Service requests — How residents file requests and how staff resolve them.
- Packages — Log, notify, and reconcile every parcel.
- Incident reports — Document, route, and follow up on incidents.
- Amenities — Bookings, deposits, blackouts, and house rules.
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