Management Reports
The Management Reports function is accessed via Main tab → Management Reports
The Management Reports screen provides a reporting dashboard which enables you to easily produce some high level Reports regarding Financial performance such as Sales, Account Balances, Debtors, etc. For customised reporting use Reports.
Click on the report to generate it to screen, some reports enable report criteria such as Date Range, Bank Account and Company to be entered prior to generation.
Reports
The following reports are available:
Payments Made / Received
Cashing up Report - provides a list of payments received grouped by payment method
Product Balance Report - produces a list of transactions against each Product Code grouped by Cost Centre
Accounts Balances & Deposits
Bank Account Balance - Produces a list of Contacts detailing their Balances and Funds Held
Bank Transaction List - Produces a list of Transaction in a Bank Account
Deposits Report - Produces a list of Deposits held against each Contact with a Balance
Deposits to Transfer - Produces a list of Deposits that require transferring
Custodial Deposit Transfers - Produces a list of Deposits that have been transferred to the Custodial Scheme.
Fees To Transfer - Produces a list of Fees that require transferring
Overseas Tax To Transfer - Produces a list of Overseas Tax that require transferring
Debtors
Aged Debtors Summary Report - summary of debts per Contact breaking down overdue charges by day Categories
Aged Debtors Report - details individual debts with days overdue
https://www.youtube.com/watch?v=bAvu0xfBaWg
Bills
Bills Report - details Bills raised (paid and unpaid) in date order
Bill Commission - details commission earned from Bill Payments
Product Sales
Product Sales Report - details each Product sale grouped by Cost Centre
Product Sales By Contact Report - details each Product sale grouped by Contact
Product Sales By Property Report - details each Product sale grouped by Property
Product Sales Graphs & Charts - produces Charts & Graphs based on sales of Products
https://www.youtube.com/watch?v=KzPTrb2b5Lw
Lettings
Management Fees Revenue Forecast Report - Forecast of Management Fees due over a period of months
Key Performance Indicators
Appointment Analysis By User - details the number of Appointments Added By / Attended By each User
Call Log Charts - Produces Charts and Graphs based on Incoming and Outgoing Telephone calls
Property Commission (Sales) - Produces a list of commission earned from property sales
Property Sales Pipeline - Produces a list of commission earned from property sales
Property Sales Pipeline Charts - Produces Charts and Graphs based on Property Completions
Task Charts - Produces Charts and Graphs based on Tasks created
Task List By User - details Tasks assigned to each User
Key Performance Indicators - details key Performance Indicators grouped by User
More Reports & Exports
Takes you to the Reports and Exports to use definable filters