Custom reports

For questions the pre-built reports do not answer, the custom report builder lets you compose your own. Custom reports are in Beta.

What you can build

Pick a record type to start (units, invoices, work orders, contacts, etc.). Then:

• Choose columns from any field on that record or any linked record.
• Apply filters across those fields.
• Group by one or more dimensions.
• Add aggregations: count, sum, average, min, max.
• Sort.
• Schedule for regular delivery.

Build a report

1. Open Reporting → Custom → New report.
2. Pick the base record.
3. Add columns by dragging from the right rail.
4. Add filters.
5. Add group-by if you want totals per group.
6. Preview the result.
7. Save with a name.

Examples

• Every unit where the leaseholder has not signed in to ResidencePort in 90 days.
• Top 20 most-spent-on suppliers in the last quarter, by category.
• Sites with no fire risk assessment in the last 12 months.
• Tickets opened by category, by month, over the last year.

Sharing

Save a custom report as:

• Private — visible only to you.
• Team — visible to a named team.
• Organisation-wide — visible to anyone with access to the data the report includes.

Scheduling

Custom reports schedule the same way as built-in reports. See Scheduling and emailed reports.

Limits during beta

• Some complex joins are not yet supported.
• Reports running over the entire portfolio over multiple years may time out; narrow the period or scope.
• A small set of fields are not yet exposed.

The custom report builder is improving rapidly. Send feedback to PropLink support so the next iteration covers what you need.