Portfolio Desk
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Beginner 8 min read

Viewer Guide: Portfolio Visibility & Reporting

Every internal teammate, even before any elevated role is assigned, can see this much of the portfolio. It's read-only, but it's a genuinely useful home base: dashboards, exports, calendars, and the residential side of the business.

  1. 1

    Read the analytics dashboard

    Open the portfolio analytics workspace for KPIs and trends across every office and lease: SLA compliance, cost per square foot, and backlog, all in one view.

    Portfolio analytics dashboard showing KPIs and trend charts
  2. 2

    Export a report

    Generate polished, board-ready report exports on demand, with no need to ask an admin or editor to pull the numbers for you.

    Report exports screen with generated report list
  3. 3

    Check the lease expiration calendar

    See every upcoming lease expiration across the portfolio laid out on a calendar, so nothing sneaks up on the team.

    Lease expiration calendar view
  4. 4

    Browse residential units

    Get a portfolio-wide view of residential units, including occupancy, unit details, and status, without needing edit access.

    Residential units overview list
  5. 5

    Review vacancy listings

    See the marketing pages generated for vacant residential units, exactly as a prospective renter would find them.

    Vacancy listing marketing pages
  6. 6

    Read resident announcements

    Review announcements sent to residents: building notices, maintenance windows, and community updates.

    Resident announcements list
Pro tip

Viewer is the default role every internal user has. Editor, accountant, and admin all build on top of this same read-only foundation, they just add write access to their own area.

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