Real Estate Management — Dashboard, reports, notifications and search
Use dashboards, every report, app search, notification centres and activity evidence.
Open the Real Estate dashboard
Open the Real Estate dashboardReview operational counts/charts available to the current staff user.Admin Area → Property Operations → Dashboard
Open guide →GuideFilter the Real Estate dashboard by period
Filter the Real Estate dashboard by periodUse month/custom from/to fields where displayed.Admin Area → Property Operations → Dashboard → Date Filter
Open guide →GuideReview buy-request status analysis
Review buy-request status analysisCompare buy requests by status.Admin Area → Property Operations → Dashboard / Reports
Open guide →GuideReview rent-request status analysis
Review rent-request status analysisCompare rent requests by status.Admin Area → Property Operations → Dashboard / Reports
Open guide →GuideReview request analysis by property type
Review request analysis by property typeCompare requests grouped by stored property type.Admin Area → Reports → Reports → Request by Property Type
Open guide →GuideReview listing analysis by status
Review listing analysis by statusCompare property listings grouped by status.Admin Area → Reports → Reports → Listing Status
Open guide →GuideRun the rent-paid report
Run the rent-paid reportReview rental payment information.Admin Area → Reports → Reports → Rent Paid
Open guide →GuideRun the vacant rental-property report
Run the vacant rental-property reportReview rental listings identified as vacant.Admin Area → Reports → Reports → Vacant Rental Properties
Open guide →GuideRun the rental-unit report
Run the rental-unit reportReview rental units and related status/financial data.Admin Area → Reports → Reports → Unit Property Rental
Open guide →GuideRun the delinquent-tenants report
Run the delinquent-tenants reportReview tenant/payment records identified by the report logic.Admin Area → Reports → Reports → Delinquent Tenants
Open guide →GuideRun the leases-ending report
Run the leases-ending reportReview tenancies/contracts approaching their end date.Admin Area → Reports → Reports → Leases Ending
Open guide →GuideRun the vacant sale-property report
Run the vacant sale-property reportReview sale listings identified as vacant/available.Admin Area → Reports → Reports → Vacant Sale Properties
Open guide →GuideRun the sold-unit report
Run the sold-unit reportReview sold property units.Admin Area → Reports → Reports → Unit Property Sold
Open guide →GuideRun the top-city listing report
Run the top-city listing reportCompare listing volumes by city.Admin Area → Reports → Reports → Top Cities
Open guide →GuideUse Real Estate app search
Use Real Estate app searchSearch supported module records through CRM global search.Admin Area → Global Search
Open guide →GuideOpen broker portal notifications
Open broker portal notificationsReview all broker notifications.Broker Portal → Notifications
Open guide →GuideMark a broker notification read
Mark a broker notification readUse inline/desktop/read controls.Broker Portal → Notifications → notification
Open guide →GuidePoll broker notifications
Poll broker notificationsAllow the portal to check for new notification data.Broker Portal → Notifications
Open guide →GuideReview Real Estate activity
Review Real Estate activityOpen property/request/payment/activity records where exposed.Admin Area → relevant Real Estate record → Activity
Open guide →GuideDelete an incorrect property activity entry
Delete an incorrect property activity entryRemove only the selected activity record when the UI exposes it.Admin Area → relevant property/request → Activity → Delete
Open guide →GuideTroubleshoot an empty report or dashboard
Troubleshoot an empty report or dashboardCheck permission, filters, date/status data and source record scope.Admin Area → Dashboard / Reports
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