1. Property Management System
  2. Reports and analytics
Reference

Reports for the questions your team asks

Review occupancy, billed periods, received payments and open property work.

Overview
Property Management System · Overview

Property Management System dashboard

This quarter

Charges in view
6
Total amount
2,770
Draft
6
Period start in 14 days
6

Leases by status

How far records got this quarter

StageReachedStep
Draft44
Review2966%
Active2069%
Notice1050%

Leases by status

Sample counts per stage

800
80Draft
50Review
80Active
50Notice
30Ended
Example screen with sample data

More reports

Lease status by property Grouped

Group lease statuses through their linked units and property names.

Units by occupancy status List

Compare available, reserved, occupied and maintenance units by property name.

Charges due by period List

Show posted charge amounts and due dates for each covered period.

Receipt allocation trail Grouped

Show each tenant receipt and the charges reached through its allocations.

Service work by assignee List

Show open and in-progress service requests by assigned person and unit.

Tenant issue progress List

Show lease-linked issue types, report dates and maintenance statuses.

Inspection evidence by unit List

Show inspection date, inspector, condition and evidence for each unit.

Lease end dates List

List active and notice leases by end date and linked unit.

Set up Property Management System your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started