Reports

Every number, already reported.

62 ready-made reports across sales, marketing, accounting, HR and property — plus a custom builder for the rest.

Report library6 categories · 62 reportsLive.Pull a binder.
CRM Reports12 reports
Open →
  • Pipeline by stagePDF · XLSX · live
  • Conversion by sourcePDF · XLSX · live
  • Agent performancePDF · XLSX · live
  • Follow-up compliancePDF · XLSX · live
ScheduleFavourite+ Build your own
Inside the module

Answers without the spreadsheet

Pre-built reporting for every team, plus a builder for whatever’s left.

Vol. 62 · Every teamThe Reporting PostLive edition
Front page

62 ready-made reports

A full library of pre-built reports covering every corner of the business — no setup required.

Sales desk

Sales & CRM analytics

Pipeline, conversion rate, KPIs, sources, follow-ups and agent performance at your fingertips.

Finance desk

Financial reporting

P&L, balance sheet, cash flow, trial balance, ledgers and receivables — accountant-ready.

Property desk

Developer & property

Availability, sales, collections, occupancy, rent collection, lease expiry and handover reports.

Builder

Custom report builder

Build your own report when the 62 aren’t enough — pick the data, group and go.

Shortcuts

Star & favourite

Pin the reports you run most so they’re one click away every time.

At a glance

Reporting for the whole business

6
Report categoriesAcross every team
  • CRM
  • Marketing
  • Accounting
  • HR
  • Developer
  • Property Management
10+
Financial reportsAccountant-ready
  • P&L
  • Balance Sheet
  • Cash Flow
  • Trial Balance
  • Receivables
  • Payables
2
Make it yoursBeyond the presets
Custom builderpick the data, group and goFavouritesone click away every time
Signature

Any cut of the business, on demand

Pick metrics, group and compare, then schedule the export. Every number traces to a record.

Report builderAny number, any cut, in a click
export to Excel · PDF
RevenueCommissionLeadsOccupancyCollectionsChurn
AprMayJunJulAugSep
Group by projectCompare vs last quarterScheduled · Mondays 8:00
Only Here

What makes this module different

A BI builder, not a PDF printer

Compose reports from live fields across every suite, then keep them alive as links, not attachments.

Packs that deliver themselves

The monthly pack builds, renders and lands in the right inboxes on schedule.

One number, one definition

Every metric traces to one definition on one data model, so two meetings never argue two numbers.

The Working Model

How the module runs, end to end

Live.Click a step, it walks you through.
Pick the fieldsstep 1 of 4

Columns come from any module, joined for you on the shared model.

cross suitelive fieldsfilters
Straight From The Product

The real screen, doing the real work

/app/dynamic-reports/listing
Starred reports, each one a live chart over the records.

Starred reports, each one a live chart over the records.

Live Dashboard

The numbers this module keeps honest

Live.Pick a range, the numbers move.
Saved reports214▲ growing library
Scheduled packs36▲ 3 new packs
Exports this period420▲ 6.2% vs last period
Reports by domain
SalesLeasingFinancePMHR
Delivery mix
Live links · 46%PDF · 32%XLSX · 22%

Walk into every meeting with the numbers.

62 reports, ready when you are — plus a builder for the rest.