Reports Overview

6 months ago
TeamPont
3 minutes

The Reports Module provides a comprehensive view of your organization’s financial and operational performance. It is divided into multiple tabs, each focusing on a specific aspect of performance.

🔎 Filters & Controls

📅 Date Range Filter

Select a specific date range to focus on historical or future performance.

📍 Location Filter

Choose one location to see localized reporting.

🏢 Product Type Filter

Filter reports by product type such as:

  • Offices, Meeting Rooms, Workstations, Admin, Deposits, Benefits etc

📊 Compare Filter

Compare metrics across two locations or product types to identify differences or trends.

🗂️ Tabs Overview

1. 📈 Revenue & Profit Report

Track revenue trends and potential growth over time.

  • Charts: Visual comparison of Actual Revenue vs Potential Revenue.
  • Details Table: Shows Period, Actual Revenue, Maximum Revenue, Potential Revenue, and Revenue Rate (%).

2. 📊 Averages Report

Monitor and analyze average metrics over selected periods.

  • Key Metrics:
    • Average Contract Value: Displays the average contract value trend.
    • Average Contract Duration: Shows the average length of active contracts.
    • Average Workstations: Tracks the average number of occupied workstations.
  • Details Table: Lists values for each period with changes compared to the previous period.

3. 📉 Occupancy Report

Understand utilization levels across resources.

  • Charts:
    • Office Occupancy: Shows actual vs trend occupancy rates.
    • Workstations Occupancy: Highlights workstation utilization trends.
  • Insights: Helps optimize resource allocation and identify underutilized spaces.

4. 📜 Agreements Report

Track contract and customer retention performance.

  • Charts:
    • Agreements Overview: Visualizes active, new, and ending agreements.
    • Retention Trends: Tracks retention rates over time.
  • Details Table: Provides period-wise breakdown of Active, New, Ending, and Terminated agreements with retention rate.

5. 📥 Export

The Export tab allows you to download specific pre-defined reports in various formats for analysis, record-keeping, and sharing.
These reports provide valuable insights into different operational areas such as revenue, occupancy, billing, and customer activity.

📋 Available Export Options

  1. Workstation Revenue (36-Month View)
    Generates a report detailing revenue trends for workstations over the past 36 months.
    Ideal for tracking long-term revenue performance for shared workstations.
  2. Occupancy (Overall Performance)
    Provides a comprehensive view of occupancy levels for all resources (meeting rooms, offices, workstations) over the selected period.
    Useful for understanding space utilization trends.
  3. Billing Report (Expected)
    Shows projected billing amounts based on active agreements, before actual invoicing.
    Helps in forecasting future cash flow.
  4. Sales
    Lists details of all sales transactions within the chosen date range, including product type and revenue generated.
    Supports sales performance tracking.
  5. Invoice
    Exports a list of all generated invoices for the selected period.
    Useful for reconciliation, compliance, and accounting purposes.
  6. Invoice Variance
    Highlights discrepancies between expected invoice amounts and actual invoices issued.
    Helps in identifying billing errors or adjustments.
  7. Licence Agreement Addendums
    Produces a record of all licence agreement addendums created within the specified period.
    Essential for compliance and contract auditing.
  8. Visitors
    Provides data on visitor activity across locations for the selected timeframe.
    Useful for tracking foot traffic and managing visitor policies.
  9. Benefits
    Exports a summary of additional benefits or value-added services utilized by members or customers.
    Supports analysis of perks usage and resource planning.