Reports
Open the reports hub, pick maintenance, properties, assets, providers, or budget, then export when you need a file.
Reports summarize the account over a period. They are not the daily request list. Open the hub, then pick the report you need.
Which report?
- Maintenance: request volume and statuses in the period.
- Properties and assets: where the work concentrates.
- Service providers: load and completion as the account shows them.
- Financial and budget: amounts visible to an authorized operator — not payment-gateway settlement.
Filter by date and branch when those filters appear. Export to a file when you need to share with a supervisor. The export matches what you see on screen.
Note: A report does not change a request status. If a number looks wrong, open the request profile from the maintenance list. Do not “correct” the report by hand.
Do not put card data or secrets in an export. Share the file inside the account only.
What to read next
- Maintenance requests — open the request profile if a report figure looks wrong.
- Dashboard — daily counts for current work, not a substitute for a report.