The agency reports are found on your Reports tab:

You will now see 4 tabs available:

  • Snapshot - This is your rent roll summary. It will give you insights into the rent roll size, value, and other key metrics.
  • Gained/Lost - This report tracks all new properties and any properties that have been archived.
  • Revenue - All the revenue that your agency generates is captured on a Revenue Report in real-time.
  • Efficiency - Gain insights into your agency's operational performance. Track task completion, duration, workflows, and other activity metrics.

Each tab can be filtered by Group (ie a network of agencies), Agency (or portfolio), or even an individual property manager. You can also filter to a specific timeframe or date range when applicable.

Other helpful articles: Agency Snapshot, Revenue Report, Gained/Lost Reporting, Efficiency Reports

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