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Reporting

See a practical overview of your agency’s current workload without opening every individual record. The dashboard brings key activity and pipeline summaries together so you can identify where the team should focus.

A quick view of current activity, with the underlying records close at hand.

What’s included

  • Review current property, applicant and viewing activity on the dashboard.
  • See offer and sales-pipeline summaries drawn from your agency’s records.
  • Use linked records to investigate the work behind a summary.
  • Review rent and arrears records separately in Accounts.

Availability & important details

A dedicated reporting suite, conversion analysis, detailed branch-performance comparisons and PDF/Excel reporting exports are planned, not available features today.

How to use this service

Follow the step-by-step guide in your agency workspace. Sign in to access the tutorial.

Open tutorial