Troubleshoot Real Estate reports
Check real_report access, period/status filters, ownership and source dates/values. The guide then takes you through the correct route, the checks to complete before making changes, the workflow in order, and the evidence to review afterwards.
Where to goAdmin Area → Reports → Reports
Before you start
- Use an account with Administrator/report user and confirm the intended record or setting before making a change.
- Follow the exact route above. If the screen or action is absent, check module activation, ownership and permissions rather than using another person’s account.
- Use controlled test data for configuration, integration, email, AI, payment, portal or automation changes before production-wide use.
What you’ll accomplish
Check real_report access, period/status filters, ownership and source dates/values. The instructions reflect the supplied module’s registered menus, controller actions, views, settings and code-backed validation flow.
Follow these steps
- Go to Admin Area → Reports → Reports.
- Select the relevant record, filter, report, model or configuration described below.
- Use the displayed action or read the current values without altering unrelated data.
- Compare the output with the code-backed rules and expected result in this guide.
- Record or correct any mismatch before relying on the output in production.
Fields and options to review
Exact actionTroubleshoot Real Estate reports
Exact navigationAdmin Area → Reports → Reports
Module version1.0.0
Access ruleAdministrator/report user
VerificationReopen the source record and confirm the expected status, linked record, file, notification, portal visibility or financial effect.
Report filtersSelect the displayed month/year/custom period, status, property type, city, listing or payment criteria.
Source verificationOpen source property, request, tenancy, contract, invoice or payment records to reconcile totals.
Rules the system enforces
- Reconcile to source records.
- Reports require real_report view capability.
- Report results depend on stored status/date/currency values and the current user’s accessible data.
How to confirm it worked
- The supported troubleshoot real estate reports flow completes without bypassing permission or validation checks.
- The resulting record, setting, status, file, delivery event or external response is visible from the relevant workspace.
- Unexpected validation, provider or linked-record errors are investigated before retrying.
Security, privacy and operational checks
- Apply least privilege to purchasing, vendor, invoice, payment, return, contract and report permissions.
- Verify vendor identity, bank/payment details, tax, currency, totals and approvals before creating financial commitments.
- Treat public links, signatures, portal files, attachments and exported reports as controlled business records.
- Test settings and automated jobs with controlled records before production-wide use.
Continue with related guidance
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