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. On All branches, the hub filter can also pick one branch. On a named header branch, the screen states that the report is for that branch — switch in the header if you need another slice. Property and asset totals count a shared place once by home, not once per share. Maintenance requests never double-count. Export to a file when you need to share with a supervisor. The export matches the screen, and includes a branch column when you are on All branches or you filtered by branch. Opening Show or exporting keeps the hub branch filter.
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.