1. Property Valuation System
  2. Reports and analysis
Reference

Reports for the questions your team asks

Read comparable values and operating context from the underlying records.

Overview
Property Valuation System · Overview

Property Valuation System dashboard

This quarter

Service requests in view
6
Open
2
Assigned
2
In progress
2

Leases by status

How far records got this quarter

StageReachedStep
Draft36
Review1747%
Active1059%
Notice660%

Monthly rent by status

Sample totals per stage

9.0k0
8.0kDraft
5.0kReview
8.0kActive
9.0kNotice
5.0kEnded
Example screen with sample data

Questions to answer

Which sale supports this value?

Start with the comparable's address, date, price, area and source reference, then follow it to the adjustment.

How does the unit change the reading?

Compare the adjustment reason and amount with the sale price and adjusted value.

What is happening at the property?

Read unit status, lease state and assigned service work together.

What is still owed?

Compare posted charge amounts with allocations and outstanding balances.

More reports

Comparable sale price by property Grouped

Compare sale price and price per square foot by property address and operational record.

Adjusted value by unit Grouped

Read adjustment amount and adjusted value by Unit and Comparable.

Lease portfolio state List

Group Leases by Status and Unit using monthly rent.

Unit occupancy List

Group Units by Status and property name.

Charge balances Grouped

Compare Amount, allocated amount and outstanding balance by Lease and Status.

Receipt application Grouped

Compare Receipts.Amount with allocated amount and unapplied amount by Tenant.

Service work by assignee Grouped

Group service requests by assigned to and Status with opened at and completed at.

Comparable coverage by lease List

Read comparable sales count against each lease number and Unit.

Set up Property Valuation System your way.

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

How to get started