The reports
| Report | What it shows |
|---|---|
| Portfolio | Assets under management and totals across your properties. |
| Properties | Value, yield, distributions and IRR for each property. |
| Clients | Invested capital, current value, gain, distributions and IRR for each client. |
| Raises | Each listing's target, amount raised and progress. |
| Distributions | Distributions by property and period, realised yield against expected, and withholding totals. |
| Statements | Generate and publish client statements. See Statements. |
Every report has a period selector and Export CSV. Charts have the same numbers in a table.
Currencies
Totals are shown in your base currency. A footnote lists the exchange rates used and what could not be converted. See Currencies and exchange rates.
The dashboard
The dashboard cards come from the same figures and refresh within about a minute of a change. See A tour of your dashboard.
Note: Report tables are calculated when you open them, so they always reflect the current ledger.