Monthly owner report
Report the month to the owner from the operating record: rent collected, vacancies, work orders and spend against budget, with each variance explained.
- Industry
- Real Estate and Property Services
- Team
- Operations, Client services
- Use case
- Client portals
- Tags
- Client reporting
- Includes
- 1 app
Template preview
Included items
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Dashboards
App · 3 embedded blocks: KPI row (kpi-row); Chart: Maintenance spend against budget by category (c-spend-diverging); Chart: Longest wait for an owner decision by building, Aug and Sep (c-approval-dumbbell) · Requires sign-in
Overview
What this template supports
A monthly owner report that opens with live portfolio figures, then shows each building, maintenance spend against budget by category and the time owners took to decide. Every variance has a reason, open owner decisions are listed with an owner and a date, and the next month is set out in a short list.
- Live KPI row for the month
- Portfolio table by building
- Spend against budget chart with a variance table
- Explained variance callout
- Approval time comparison by building
- Open owner decisions task list
How to use this template
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Pull the month from the operating record
Take rent collected, vacancies, work orders and maintenance spend by category from the operating record.
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Explain each variance
Write one reason for every category against budget, and show any invoice not yet coded as a separate line.
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Name the open decisions
List each decision the owner still has to take with an owner and a date, and have the director approve the interpretation before sending.
Frequently asked questions
Why is an uncoded invoice shown as a separate line?
Netting it against other lines would hide it. A separate line lets the owner read the operating result and the repair on their own.
Who approves the figures?
The director of property operations approves the interpretation and the financial fields before the report goes to the owner.
What does Monthly owner report help me do?
Report the month to the owner from the operating record: rent collected, vacancies, work orders and spend against budget, with each variance explained.
Who reads and maintains this page?
Owner (trustee). The property manager reviews it.
When is the page ready to share with the client?
Sent only after the director has approved the interpretation and the financial fields and every variance has a reason.
What do visitors see in the public link?
The public link opens the full page without sign-in. The live Dashboards blocks are a separate app that needs FuseBase sign-in, so a visitor without access does not see their live figures.