Features / Property Reporting
Property and Rental Operations Reporting
Holtryx reporting gives operators visibility into occupancy, billed amounts, collections, outstanding and overdue balances, upcoming agreement expirations, recent payments and exceptions across their properties, using the records already captured in daily operations.
The problem
Reports rebuilt from scratch each month
When operational data lives in several tools, owner and management reporting becomes a monthly assembly job, and the numbers are only as current as the last export.
How it works
The workflow inside Holtryx
- 01
Operate normally
Agreements, invoices and payments are recorded as work happens.
- 02
Dashboard reads live records
Occupancy and collection figures come from the same data.
- 03
Review exceptions
Overdue balances and upcoming expirations surface for action.
- 04
Report to owners
Operational reports are produced without manual re-entry.
Capability detail
What reporting covers
- Occupancy
- Billed
- Collected
- Outstanding
- Overdue
- Agreement expirations
- Recent payments
- Operational exceptions
Connected objects
In practice
Where operators use this
Owner updates
Report collection and occupancy per property.
Collection review
Work an outstanding and overdue list weekly.
Renewal planning
See which agreements are approaching their end date.
Holtryx reporting gives operators visibility into occupancy, billed amounts, collections, outstanding and overdue balances, upcoming agreement expirations, recent payments and exceptions across their properties, using the records already captured in daily operations.
Frequently asked questions
Are reports included in Holtryx Core?
Yes. Core includes a core dashboard and core reports. Deeper reporting and trend analysis are provided by the Holtryx Insights module.
Can I export data?
CSV import and export are part of the Holtryx platform philosophy where the functionality is available for the record type in question.
Does Holtryx produce financial statements?
No. Holtryx reports on rental operations, not accounting outputs such as financial statements.
Related
See property reporting working on your own operation.
A guided walkthrough of Holtryx using your spaces, customers, agreements and billing structure.