Reports & Analytics
Comprehensive insights into your commercial real estate portfolio through rental, occupancy, and lease analysis.
Overview
The Reports section provides comprehensive insights into your commercial real estate portfolio through three main categories of reports. Each report is designed to help property owners, investors, and property managers analyze different aspects of their real estate assets.
Getting Started
Accessing Reports
Navigate to the Reports page to view your complete reporting dashboard. The page features a clean, organized layout with three main report categories displayed as interactive cards.
Report Categories
Reports are organized into three main categories, each focusing on different aspects of your portfolio:
💳1. Rent Reports
Everything you need to know about current rents
Rent Roll
Purpose: A detailed summary of rental income from your properties, providing comprehensive insights into the financial performance of your commercial real estate assets.
- Information about each leased space and lease terms
- Rental income details by tenant and unit
- Property-level summaries with occupancy data
- Advanced filtering and export capabilities
Rent Projections
Purpose: Forecast future rental income based on lease terms, rent escalations, and renewal options tied directly to your lease documents.
- Direct integration with lease documents
- Defined rent escalations and renewal options
- Financial planning and budgeting support
🏢2. Occupancy Reports
Everything you need to know about current occupancy
Occupancy Report
Purpose: Provides detailed analysis of leased vs. vacant space, with easy drill-down into vacant unit details and occupancy trends.
- Current occupancy percentages by property
- Vacant unit analysis and trends
- Factors affecting property occupancy
Occupancy Projections
Purpose: Shows historical occupancy trends and provides future occupancy forecasts based on lease periods and renewal options.
- Historical data analysis and forecasting
- Integration with lease documents
- Vacancy rate assumptions (typically 5%-15%)
📋3. Lease Reports
Everything you need to know about current leases
Top Leases
Purpose: Provides insights into your most significant lease agreements across the entire portfolio for tenant and lease analysis.
- Identify your most valuable tenants
- Analyze lease terms and performance
- Portfolio-wide lease comparison
Expiration Report
Purpose: Critical for lease management and renewal planning by tracking upcoming lease expirations across your portfolio.
- Flexible time filters (Next 90 days default, custom ranges)
- Tenant information and property details
- Interactive elements and export capabilities
How to Use Reports
Accessing Reports
- Navigate to Reports: Click on the Reports section in your main navigation
- Choose a Category: Click on any of the three report category cards
- Select Specific Report: Click on the individual report you want to view
Report Features
Filtering Data
- Property filters (select or exclude specific properties)
- Date ranges (preset ranges or custom selections)
- Status filters (occupancy, lease terms, etc.)
- Size filters (properties by square footage)
Interactive Features
- Export functionality with filtered results
- Click on property names to navigate to details
- Hover over info icons for detailed tooltips
- Real-time data tied to lease documents
Common Workflows
Analyzing Portfolio Performance
- Start with the Rent Roll to understand current income
- Review Occupancy Reports to identify vacancy trends
- Check Rent Projections for future income planning
- Export data for offline analysis and reporting
Lease Management Planning
- Access Expiration Report for upcoming renewals
- Filter by time period (next 90 days, custom ranges)
- Review tenant details and current rental rates
- Plan renewal strategies and negotiations
Investment Analysis
- Use Top Leases to identify key revenue sources
- Analyze Occupancy Projections for market trends
- Combine multiple reports for comprehensive analysis
- Export combined data for investment presentations
Regular Monitoring
- Set up regular report review schedule
- Monitor occupancy trends monthly
- Track lease expirations quarterly
- Update financial projections based on report insights
Best Practices
Effective Filtering
- Set up desired filters before analyzing data
- Use date ranges for time-sensitive analysis
- Combine multiple filters for targeted insights
- Save frequently used filter combinations
Data Export
- Export filtered results for offline analysis
- Download key reports regularly for record-keeping
- Use exported data for presentations and meetings
- Maintain historical snapshots of key metrics
Report Integration
- Use multiple report types together for comprehensive analysis
- Leverage interactive elements for detailed exploration
- Cross-reference data across different report categories
- Keep reports updated with current lease information
Technical Features
- Real-time Data: All reports pull live data directly from lease documents and property records
- Responsive Design: Reports work seamlessly on desktop, tablet, and mobile devices
- Integration: Fully integrated with other platform features like property management and tenant tracking
- Performance: Large datasets handled efficiently with smart loading and filtering
Support & Help
- Hover over information icons (ℹ️) next to report titles for detailed tooltips
- Use filtering options to narrow down data to what you need
- Contact support for advanced reporting needs or custom data exports
- Check that you have necessary permissions for property data access