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Property & Compliance Management

Open the Real Estate dashboard

Review operational counts/charts available to the current staff user.

Reviewed 27 October 2026Merged module 2.1.3
Where to goProperties Management → Property Operations → Dashboard

Before you start

Dashboard requires real_dashboard View; Reports requires real_report View. Results are limited by accessible records and saved source data.

Follow these steps

  1. Open the named dashboard, report or activity view.
  2. Review operational counts/charts available to the current staff user.
  3. Dashboard output is permission/data scoped.
  4. The displayed figures can be reconciled to the selected scope and underlying records.

Fields, rules and limits

  • Dashboard output is permission/data scoped.

Check it worked

The displayed figures can be reconciled to the selected scope and underlying records.

If something does not look right

If the expected result is missing, check the saved record, the current workspace and the action’s permissions. Record the exact validation message; do not repeat a state-changing action until you know whether the first attempt saved.

Questions and answers

What should I verify for this task?

Dashboard output is permission/data scoped.

Why is the record or action unavailable?

Dashboard requires real_dashboard View; Reports requires real_report View. Results are limited by accessible records and saved source data. Check the current company and record relationship before requesting additional access.