[{"data":1,"prerenderedAt":369},["ShallowReactive",2],{"content-/reporting":3,"docs-toc":223},{"_path":4,"_dir":5,"_draft":6,"_partial":6,"_locale":5,"title":7,"description":8,"type":9,"status":10,"applies_to":11,"last_reviewed":13,"related":14,"body":18,"_type":217,"_id":218,"_source":219,"_file":220,"_stem":221,"_extension":222},"/reporting","",false,"Reporting","Financial and operational reports across the portfolio. From trial balance to vendor performance, scheduled and exportable.","concept","live",[12],"shared","2026-05-10",[15,16,17],"/reporting/trial-balance","/reporting/unit-statement","/reporting/service-charge-year-end-pack",{"type":19,"children":20,"toc":208},"root",[21,29,35,42,47,53,57,116,122,168,174,184,190,195],{"type":22,"tag":23,"props":24,"children":26},"element","h1",{"id":25},"reporting",[27],{"type":28,"value":7},"text",{"type":22,"tag":30,"props":31,"children":32},"p",{},[33],{"type":28,"value":34},"PropLink ships with a library of pre-built reports covering finance, operations, compliance and vendor performance. Reports run live against the data, there is no nightly batch, so the trial balance you produce at 16:00 includes the receipt you posted at 15:59.",{"type":22,"tag":36,"props":37,"children":39},"h2",{"id":38},"the-two-families",[40],{"type":28,"value":41},"The two families",{"type":22,"tag":43,"props":44,"children":46},"glossary",{":items":45},"[{\"term\":\"Financial reports\",\"definition\":\"Trial balance, profit and loss, balance sheet, general ledger detail, unit statements, budget certificates, aged debtors and creditors, the service charge year-end pack and the VAT report.\"},{\"term\":\"Operational reports\",\"definition\":\"Portfolio summary, site performance, compliance status, work order analytics, issue tracking, vendor performance and the dashboards each role sees.\"}]",[],{"type":22,"tag":36,"props":48,"children":50},{"id":49},"in-this-section",[51],{"type":28,"value":52},"In this section",{"type":22,"tag":54,"props":55,"children":56},"card-list",{},[],{"type":22,"tag":30,"props":58,"children":59},{},[60,62,68,70,75,77,82,84,89,91,96,97,102,103,108,109,114],{"type":28,"value":61},"The pages walk each report in turn. For property managers the most-used reports are the ",{"type":22,"tag":63,"props":64,"children":65},"strong",{},[66],{"type":28,"value":67},"unit statement",{"type":28,"value":69},", the ",{"type":22,"tag":63,"props":71,"children":72},{},[73],{"type":28,"value":74},"aged debtors",{"type":28,"value":76}," report, the ",{"type":22,"tag":63,"props":78,"children":79},{},[80],{"type":28,"value":81},"service charge year-end pack",{"type":28,"value":83}," and the ",{"type":22,"tag":63,"props":85,"children":86},{},[87],{"type":28,"value":88},"compliance status",{"type":28,"value":90}," dashboard. For accountants it is the ",{"type":22,"tag":63,"props":92,"children":93},{},[94],{"type":28,"value":95},"trial balance",{"type":28,"value":69},{"type":22,"tag":63,"props":98,"children":99},{},[100],{"type":28,"value":101},"P&L",{"type":28,"value":69},{"type":22,"tag":63,"props":104,"children":105},{},[106],{"type":28,"value":107},"balance sheet",{"type":28,"value":83},{"type":22,"tag":63,"props":110,"children":111},{},[112],{"type":28,"value":113},"VAT report",{"type":28,"value":115},".",{"type":22,"tag":36,"props":117,"children":119},{"id":118},"how-to-run-a-report",[120],{"type":28,"value":121},"How to run a report",{"type":22,"tag":123,"props":124,"children":125},"steps",{},[126],{"type":22,"tag":127,"props":128,"children":129},"ol",{},[130,142,147,152,163],{"type":22,"tag":131,"props":132,"children":133},"li",{},[134,136,140],{"type":28,"value":135},"Open ",{"type":22,"tag":63,"props":137,"children":138},{},[139],{"type":28,"value":7},{"type":28,"value":141}," in the sidebar.",{"type":22,"tag":131,"props":143,"children":144},{},[145],{"type":28,"value":146},"Pick the report.",{"type":22,"tag":131,"props":148,"children":149},{},[150],{"type":28,"value":151},"Set the filters, period, scope (site, estate, portfolio), break-down (per site, per ledger account, per unit).",{"type":22,"tag":131,"props":153,"children":154},{},[155,157,162],{"type":28,"value":156},"Click ",{"type":22,"tag":63,"props":158,"children":159},{},[160],{"type":28,"value":161},"Run",{"type":28,"value":115},{"type":22,"tag":131,"props":164,"children":165},{},[166],{"type":28,"value":167},"View on screen, export to Excel/CSV/PDF, or schedule for regular delivery.",{"type":22,"tag":36,"props":169,"children":171},{"id":170},"custom-reports",[172],{"type":28,"value":173},"Custom reports",{"type":22,"tag":175,"props":176,"children":178},"coming-soon",{"expected":177},"Q3 2026",[179],{"type":22,"tag":30,"props":180,"children":181},{},[182],{"type":28,"value":183},"A custom report builder is in development. It will let you compose any combination of fields from any combination of records, with filters and group-by, and save the resulting view as a report. Until it ships, the pre-built library covers the operations most customers need.",{"type":22,"tag":36,"props":185,"children":187},{"id":186},"scheduled-and-emailed-reports",[188],{"type":28,"value":189},"Scheduled and emailed reports",{"type":22,"tag":30,"props":191,"children":192},{},[193],{"type":28,"value":194},"You can schedule any report to run weekly, monthly or quarterly and email the result as a PDF or Excel file to a distribution list. Useful for client packs, RMC director updates, regulator submissions.",{"type":22,"tag":30,"props":196,"children":197},{},[198,200,207],{"type":28,"value":199},"See ",{"type":22,"tag":201,"props":202,"children":204},"a",{"href":203},"/reporting/scheduling-and-emailed-reports",[205],{"type":28,"value":206},"Scheduling and emailed reports",{"type":28,"value":115},{"title":5,"searchDepth":209,"depth":209,"links":210},3,[211,213,214,215,216],{"id":38,"depth":212,"text":41},2,{"id":49,"depth":212,"text":52},{"id":118,"depth":212,"text":121},{"id":170,"depth":212,"text":173},{"id":186,"depth":212,"text":189},"markdown","content:14.reporting:index.md","content","14.reporting/index.md","14.reporting/index","md",{"_path":4,"_dir":5,"_draft":6,"_partial":6,"_locale":5,"title":7,"description":8,"type":9,"status":10,"applies_to":224,"last_reviewed":13,"related":225,"body":226,"_type":217,"_id":218,"_source":219,"_file":220,"_stem":221,"_extension":222},[12],[15,16,17],{"type":19,"children":227,"toc":362},[228,232,236,240,243,247,250,294,298,334,338,345,349,353],{"type":22,"tag":23,"props":229,"children":230},{"id":25},[231],{"type":28,"value":7},{"type":22,"tag":30,"props":233,"children":234},{},[235],{"type":28,"value":34},{"type":22,"tag":36,"props":237,"children":238},{"id":38},[239],{"type":28,"value":41},{"type":22,"tag":43,"props":241,"children":242},{":items":45},[],{"type":22,"tag":36,"props":244,"children":245},{"id":49},[246],{"type":28,"value":52},{"type":22,"tag":54,"props":248,"children":249},{},[],{"type":22,"tag":30,"props":251,"children":252},{},[253,254,258,259,263,264,268,269,273,274,278,279,283,284,288,289,293],{"type":28,"value":61},{"type":22,"tag":63,"props":255,"children":256},{},[257],{"type":28,"value":67},{"type":28,"value":69},{"type":22,"tag":63,"props":260,"children":261},{},[262],{"type":28,"value":74},{"type":28,"value":76},{"type":22,"tag":63,"props":265,"children":266},{},[267],{"type":28,"value":81},{"type":28,"value":83},{"type":22,"tag":63,"props":270,"children":271},{},[272],{"type":28,"value":88},{"type":28,"value":90},{"type":22,"tag":63,"props":275,"children":276},{},[277],{"type":28,"value":95},{"type":28,"value":69},{"type":22,"tag":63,"props":280,"children":281},{},[282],{"type":28,"value":101},{"type":28,"value":69},{"type":22,"tag":63,"props":285,"children":286},{},[287],{"type":28,"value":107},{"type":28,"value":83},{"type":22,"tag":63,"props":290,"children":291},{},[292],{"type":28,"value":113},{"type":28,"value":115},{"type":22,"tag":36,"props":295,"children":296},{"id":118},[297],{"type":28,"value":121},{"type":22,"tag":123,"props":299,"children":300},{},[301],{"type":22,"tag":127,"props":302,"children":303},{},[304,313,317,321,330],{"type":22,"tag":131,"props":305,"children":306},{},[307,308,312],{"type":28,"value":135},{"type":22,"tag":63,"props":309,"children":310},{},[311],{"type":28,"value":7},{"type":28,"value":141},{"type":22,"tag":131,"props":314,"children":315},{},[316],{"type":28,"value":146},{"type":22,"tag":131,"props":318,"children":319},{},[320],{"type":28,"value":151},{"type":22,"tag":131,"props":322,"children":323},{},[324,325,329],{"type":28,"value":156},{"type":22,"tag":63,"props":326,"children":327},{},[328],{"type":28,"value":161},{"type":28,"value":115},{"type":22,"tag":131,"props":331,"children":332},{},[333],{"type":28,"value":167},{"type":22,"tag":36,"props":335,"children":336},{"id":170},[337],{"type":28,"value":173},{"type":22,"tag":175,"props":339,"children":340},{"expected":177},[341],{"type":22,"tag":30,"props":342,"children":343},{},[344],{"type":28,"value":183},{"type":22,"tag":36,"props":346,"children":347},{"id":186},[348],{"type":28,"value":189},{"type":22,"tag":30,"props":350,"children":351},{},[352],{"type":28,"value":194},{"type":22,"tag":30,"props":354,"children":355},{},[356,357,361],{"type":28,"value":199},{"type":22,"tag":201,"props":358,"children":359},{"href":203},[360],{"type":28,"value":206},{"type":28,"value":115},{"title":5,"searchDepth":209,"depth":209,"links":363},[364,365,366,367,368],{"id":38,"depth":212,"text":41},{"id":49,"depth":212,"text":52},{"id":118,"depth":212,"text":121},{"id":170,"depth":212,"text":173},{"id":186,"depth":212,"text":189},1778601705796]