Portfolio report
See current tenancies, lettings ending soon, inspections due, and outstanding work orders.
Portfolio report
Use Portfolio for a current view of tenancies and unfinished property work. It is a snapshot rather than a historical comparison.
Views
- Current lettings: Confirmed or Occupied lettings whose dates cover today.
- Lettings ending soon: current lettings ending in the next 30 days.
- Inspections due: Pending or Missed inspections scheduled by the end of the next 30 days, including older ones.
- Outstanding work orders: work orders Awaiting approval, Pending, or In progress, whatever their start date.
Use Open on a row to inspect or update its record.
What is left out
Draft listings are excluded. Current lettings also exclude cancelled listings and Provisional, Ended, Cancelled, or Evicted lettings.
A letting’s end date is the first day it no longer counts as current. Keep both dates and manually selected statuses correct.
