Reports overview

Open reports from the main menu. Reports follow the branch chosen in the branch switcher, and need the Manager or Director role at that branch. Directors can also tick Include all branches to cover every branch. Associates do not have access to reports, so the Reports menu is hidden at a branch where your role is Associate.

Choose a report

• Activity: what work has the team recorded?
• Performance: what sales and lettings business and agency fees have resulted?
• Payments: what money has moved, is outstanding, or is overdue?
• Portfolio: which lettings and property work need attention now?
• Marketing: where did our vendors/landlords and buyers/applicants come from?

Views and periods

Activity has Sales, Rentals, and Property management views. Performance and Marketing have Sales and Rentals views. Payments has all three and also offers All services. Period filters support years, quarters, and months where shown. Portfolio is a current snapshot rather than a historical comparison.

How current the figures are

Where a report shows Updates in, results are cached and may take up to about an hour to reflect changes. Check the branch, service, period, and date basis before comparing totals with individual records.

Archived records

Reports include archived records, records of archived users, and the records of archived branches, so archiving a record does not change past totals. The branch switcher still lists only branches that are not archived.