Building Property Management Reports

With so many different components of property management, it can sometimes be difficult to see the complete picture of your operations. Especially with all your files or different information about your company spread across your computer or in stacks of paper throughout your office, it can be very time consuming and error prone to try and compile all this information manually. Luckily, with online property management software, there is a solution to this problem in the way of reports, allowing you to quickly collect detailed information about your company specifics!

Reviewing Reports

The first step to utilizing reports for information into your company is to actually figure out which reports you are looking to use! Property Matrix has a number of reports already built in and available for use instantly, ranging from financial overviews to move out information to vendor payment forms and more! Reports can pull information from anywhere within the system, from accounting details to dates listed on a property to information about a specific vendor and more, and if you need to make some small changes to the presentation of the report or what information is shown, that is possible as well! By working with a dedicated support representative, they can help you establish your edits quickly and stress-free! You can also create as many report categories as you want, so you can separate and organize your different reports in whichever way works best for you and your team. With a full scope of report tools within the online property management system, you can be sure that you are always getting the exact information that you need, all the time!

Running Reports

Now that you have the built-in reports ready to go based on your specifications, it’s time to actually run them! As mentioned previously, reports are general ‘templates’ that pull specific information each time they are used, depending on some parameters that are set. The most common of these, which is seen on almost every report, is a start and an end date. This allows you to run your reports across any length of time, whether it be just in the last week or looking at a full month from last year. You have complete control and flexibility over when these dates are set, and can run the same report over and over with different dates as you need! The secondary set of parameters that will generally occur will differ depending on what the report is built for. For example, if you’re running a report on tenant rent payments, you can select the specific tenant and property, and the data will be automatically pulled from the area of the system where that information lies. Depending on what your report is for, there may be additional parameters that will come up, but all you have to do is select which specifics you want for each report, and let the system do the rest! You can also run more general reports and include all companies or all vendors, giving you easy access to a larger overview of your company!

Report Usage

Once you start running reports, you have a lot of options of what you can do with them! From the report section in the system, you can quickly and easily print, download, and send these reports in whichever way you need! If you need to send a run report to a specific tenant, for example, you can do that right through the system, or you can download the report as a file that you can use with your team in the office. Also through the system, you can set up automations and templates to be able to easily generate and send some common reports that you need to run frequently. This allows you to just do a few button presses to send out your reports to the affected parties, almost instantly! Additionally, for some reports, you may want your owners who you work with to be able to run them themselves, rather than having to use you as a middle man every time. You can set up certain reports to be able to be used through the owner portal within the system, providing access to a larger network of your team! However you want to go about using and sharing reports, online property management software can make that simpler for you!

Reporting Options

With online property management software, you can work with any report you can think of, specialized exactly as you need. You have hundreds of different report templates at your disposal, and you can assign these to automations to send out to the correct parties at the push of a button! You and your team have a lot of freedom in how you go about working with these reports. Here at Property Matrix, we know how important it is to have reports that work for you, and we are dedicated to providing you with all the tools necessary to utilize and share highly specialized and advanced reports. Schedule a demo with Property Matrix today to see how else we can assist in your property management operations!