Instruction status by organization Grouped
Group instructions by organization and status, with requested amount by group.
- Real Estate + CRM + Accounting
- Reports and analysis
Reports for the questions your team asks
Answer operating questions from instructions, provider evidence, decisions and receipts.
Overview×
Real Estate + CRM + Accounting · Overview
Real Estate + CRM + Accounting dashboard
This quarter
Instructions in view
6Total revision
3,520Property statements by status
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Draft | 41 | ||
| Submitted | 17 | 41% | |
| Approved | 3 | 18% | |
| Rejected | 1 | 33% |
Collected rent USD by status
Sample totals per stage
More reports
Reviewer decision history List
Show decision, reviewer, source revision and reason for each instruction.
Provider evidence exceptions List
List rejected evidence with provider event, instruction, quantity and fees.
Pending provider instructions List
Show pending instructions with owner, external identity and provider reference.
Property statement review List
Compare statement status, property, period end, collected rent and decision date.
Operation receipt outcomes Grouped
Group receipts by parent instruction and result state, including failure reason.
Counterparty eligibility register List
Show active counterparties, organization, contact and eligibility note.
Requested amounts of confirmed instructions Grouped
Group confirmed instructions by organization and counterparty with their requested amounts.
Set up Real Estate + CRM + Accounting your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.