Reporting & Analytics
Real estate portfolio reporting software that answers quarter-end questions
Revenue, consumption, area and investment figures derived from the live records — not from a spreadsheet somebody rebuilt by hand. Grouped globally, by property group, by legal entity, or by both at once.
- Revenue timelines: global, by property group, by legal entity, or grouped by both
- Meter-reading and consumption timelines per consumption site, meter and sub-meter
- Areas roll up automatically from rooms to units to properties to property groups
- Chart dashboards cached for large portfolios; CSV export of contracts
Quarter end
The questions an owner actually asks at the end of a quarter
Nobody opens a reporting screen for the pleasure of it. They open it because six questions are due, usually on the same afternoon. These are the ones the system is built to answer.
- What did the portfolio earn, and when did it change? — a revenue timeline across all contracts, with the contract periods and price entries behind each step. Price intervals are normalised, so monthly, quarterly and annual agreements compare on the same axis
- Which part of the portfolio carried it? — the same timeline grouped by property group, alongside per-property-group statistics on units, rooms, common spaces and area. You see which part of the portfolio moved, not only that the total did
- What belongs to which legal entity? — revenue grouped by account organisation, so contracts held by different landlord companies report separately. When you need both cuts at once, the timeline groups by legal entity and property group together
- How much did the buildings consume? — meter-reading and consumption timelines per consumption site, meter and sub-meter. You can see the readings a rebilling period was actually built from, and where consumption drifted between periods
- Does the investment still hold up? — investment and business calculations run against the portfolio's own figures rather than a separate model file, so the assumptions and the record stay in one place and move together
- Can I hand this to the accountant? — CSV export of contracts, per-client rebilling sheets as branded PDFs, and issued invoices passed to the connected invoicing platform and accounting connector. The hand-off is a file or a posting, not a retyped summary
Revenue
Four cuts of the same revenue timeline
Revenue in a real portfolio is never one number. It is a set of contracts, each with its own start, end, notice period and price history, held by whichever legal entity happens to own the building. Reporting has to respect that structure instead of flattening it.
The revenue timeline is produced from the contracts and price entries themselves. It can be read globally, grouped by property group, grouped by legal entity, or grouped by both — the last one being the cut that co-owners and tax advisers usually want and that spreadsheets usually get wrong.
Because price entries carry an interval unit and an interval count, prices stated per month, per quarter, per year or per square metre are normalised before they are compared. A portfolio with mixed contract conventions still produces one coherent curve.
Every point on the curve is traceable back to the contract that caused it. If a step looks wrong, you open the contract, not the formula bar.
Consumption
Meter-reading and consumption timelines, alongside what was billed
Utility figures are the part of a portfolio report that gets contested most often. They are also the part most likely to be reconstructed from paper. Here they are already in the record.
Consumption and rebilling reporting draws on data captured in the Utility Billing / Cost Reallocation module, which is where readings become rebilling entries.
Reading timelines per meter
Every reading for a meter or sub-meter in date order, so a jump, a rollover or a missed period is visible before it reaches an ancillary cost statement. Batch reading entry keeps the series continuous.
Consumption over periods
Consumption reports per consumption site and utility type, period against period. Useful when a tenant asks why this year's statement differs from last year's, and when a supplier's figure looks implausible.
How each figure was derived
The per-client rebilling sheet shows the allocation key applied, the share taken and the standing charges added. Allocation formulas are evaluated by the formula engine, so the arithmetic is stated, not assumed.
Supplier side and rebilled side
Supplier invoices, including compound documents covering several utilities or periods, sit next to the rebilling entries generated from them, together with unmetered consumption positions such as standing charges.
Investment
Investment and business calculations on the portfolio's own figures
Most investment models live in a spreadsheet that was correct on the day it was built. The building changes, the contracts change, the utility costs change, and the model quietly stops describing the asset.
Investment and business analyses run inside the system, against the same records that produce the revenue and consumption timelines. When a contract ends or a price changes, the analysis is looking at the new state.
This is a calculation and analysis surface, not a valuation service and not an advisory product. It tells you what your own numbers imply. What you conclude from that is your business.
Investment & Business Analyses is an optional module, charged at the published module rate and excluding VAT. The plans and the other optional modules are on the pricing page.
Modules
The optional modules these figures depend on
Portfolio management, including per-property-group statistics and area roll-up, is always included. Three of the modules below feed this page: contract data for the revenue timeline, utility data for consumption reporting, and the analyses themselves.
Rentals & Contracts
Rental contracts, bailment agreements, tenants and deadline reminders.
Utility Billing & Cost Reallocation
Meters, supplier invoices, allocation keys and rebilling invoices.
Accounting & Invoicing Integration
Issue documents on your invoicing platform and post them to the ledger.
Investment & Business Analyses
Revenue timelines, consumption analysis and investment calculations.
Facility Management
Technical asset register, asset connections and service partners.
All prices exclude VAT. The full breakdown, with an estimator, is on the pricing page.
Provenance
Where the numbers in a report come from
There is no separate reporting database to load and no import step. Every figure is derived from a record somebody already maintains as part of daily administration.
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The portfolio record
Rooms and common spaces carry areas and dimensions. Those roll up to housing units, to properties, to property groups. Per-property-group statistics and any area-based allocation key start here.
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Contracts and prices
Rental contracts, bailment agreements and early termination contracts, each with price entries and an interval. Contract and pricing timelines are read directly from them, per contract and across the portfolio.
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Readings and rebilling
Meter readings, supplier readings, supplier invoices and unmetered positions become rebilling entries grouped by utility type and rebilling mode, with the allocation formula recorded alongside the result.
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Timelines and exports
Revenue, consumption and meter-reading timelines, per-group statistics and investment analyses are assembled from the above and rendered as charts, CSV files or branded PDFs.
Hand-off
Getting figures out of the system and into someone else's hands
A report that cannot leave the screen is only half a report. Four routes out, depending on who is asking.
CSV export of contracts
The contract register exports as CSV for your own spreadsheets, an auditor's working papers or a controller's consolidation model. Structure comes out with it, not just totals.
Branded rebilling sheets
The per-client rebilling sheet is a PDF carrying your logo, colour scheme and font sizes, showing how each figure was derived. It is written to be handed to the occupant who asked.
Invoicing and accounting
Issued invoices and rebilling invoices go to the connected invoicing platform and to the accounting connector, so the reported figures and the posted figures come from one source.
Documents and comments
Supporting documents attach to the entity they belong to, and audit comments stay on the record. When a figure is queried a year later, the evidence is where the number is.
Large portfolios
Charts that still open when the portfolio is large
Portfolio reporting has an awkward property: the bigger the portfolio, the more you need the chart and the longer it takes to build. Several thousand rooms, years of readings and hundreds of contracts add up quickly.
Chart-based dashboards are cached. Cache keys are maintained by background workers and invalidated when the underlying records change, so a dashboard is fast to open without being stale about the data behind it.
Heavier work — notification issuing, cache rebuilding — runs in background jobs rather than in the request. On the Private Cloud deployment the whole instance runs on dedicated resources, which matters most for exactly this kind of read-heavy analysis.
Candour
Quarter end in a spreadsheet, quarter end in the record
Most portfolios of this size are reported on with a workbook and a folder of PDFs. That works, until someone asks a follow-up question.
| Quarter-end question | Spreadsheet workflow | In Real Estate Management |
|---|---|---|
| Revenue over the last eight quarters | Rebuilt from contract PDFs each time | Revenue timeline read from contracts and price entries |
| Revenue split by landlord company | A second sheet, maintained by hand | Grouped by legal entity, or by legal entity and property group |
| Total lettable area per property group | Summed from a floor-plan folder | Rolled up from rooms and common spaces automatically |
| Why a tenant's utility figure changed | Reconstructed from meter photos | Reading timeline plus the rebilling sheet showing the allocation |
| Handing figures to the accountant | Emailed workbook, retyped at the other end | CSV export, plus invoices via the accounting connector |
| Answering a query six months later | Depends who kept which version | The record, its documents and its audit comments |
This is a reporting surface over the portfolio's own data. It is not a general-purpose BI tool, and it does not query external data sources — CSV export is the route into your own analysis stack.
Questions
Asked before a reporting evaluation
What does real estate portfolio reporting software need to produce?
At minimum: a revenue timeline that respects contract periods and price intervals, area figures rolled up from the physical record, consumption and meter-reading history, and an export route to the accountant. Real Estate Management produces all four from the same records, grouped globally, by property group, by legal entity, or by both.
Can revenue be reported separately per legal entity?
Yes. An account can hold several account organisations — the landlord companies that actually own the contracts. The revenue timeline can be grouped by legal entity, by property group, or by both at once, which is the cut normally needed for co-owners, tax advisers and consolidated year-end figures.
Is reporting included in the base subscription?
Portfolio management, including per-property-group statistics and area roll-up, is always included. Investment and business analyses are an optional module. Revenue timelines depend on contract data from the Rentals & Contracts module, and consumption reporting on the Utility Billing module, each an optional module as well. The rates are published on the pricing page and exclude VAT.
Can I get the data out for my own analysis?
Yes. Contracts export as CSV, per-client rebilling sheets are generated as branded PDFs, and issued invoices are passed to the connected invoicing platform and the accounting connector. Documents attached to portfolio entities are stored per record and remain downloadable alongside the figures they support.
Does reporting stay usable on a large portfolio?
Chart-based dashboards are cached, with cache keys maintained and invalidated by background workers when the underlying records change. Heavier processing runs as background jobs rather than in the request. Private Cloud customers run on dedicated resources with monitoring and an SLA, which suits read-heavy analysis across large portfolios.
Next step
See your own portfolio on a timeline
Set up a workspace, enter one property group with its units and contracts, and the timelines and statistics follow from the record. If you would rather have it walked through with your own data, the onboarding package covers setup and on-site training.