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 — 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 — 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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