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Using the Company Dashboard, Roles, and Reports in Britixo Real Estate or Property Management Software UK.
Introduction
The Company Dashboard and Reports in Britixo Real Estate provide a clear overview of all company-level property activities, income, and staff permissions. Unlike agents or brokers, the company view is centralised and shows only data that belongs to the company.
This guide explains how to use the Dashboard , understand staff roles and permissions , and generate reports to track sales, rentals, and financial performance.
Step 1: Company Dashboard Overview
Go to Real Estate → Dashboard .
The dashboard shows company-level statistics (excluding agents and brokers):
Sales Income – Total income from properties sold by the company.
For Sale – Total properties listed for sale (includes active and sold).
Sold – Properties sold by the company.
Selling – Properties currently listed for sale.
Reports on Buy Requests – Charts showing buy requests by status and property type.
Rental Income – Total rental income generated by the company.
For Lease – Total properties listed for rent (rented + available).
Rented – Properties currently rented.
Available – Properties available for rent.
Reports on Rental Requests – Charts showing rental requests by status and property type.
Property Status Chart – Number of properties by status (New, Active, Pending Sale, Sold, Rented, etc.).
Top City Properties Report – Cities with the highest number of company-owned properties (for both sale and rent).
Step 2: Roles as a Company Staff Member
Company staff members can only see and manage data within their company , even with global permissions.
Common Role Permissions:
Dashboard Access
View company-related statistics.
Agents & Staffs
Create, edit, or delete company agents and their staff.
View company-linked agents only.
Property Owners
Create and manage company property owners.
Staff can only see their own owners unless given global permission.
Business Brokers
Create, edit, or delete company brokers.
Cannot access brokers created by agents.
Properties
Staff can create, edit, or delete company properties.
View Own: see only their properties.
View Global: see all company properties.
Approvals
Approve company property requests.
Cannot see approvals belonging to agents.
Buy Requests
Create, view, edit, or delete company buy requests.
Staff can see their own or all company buy requests depending on permission.
Rental Requests
Create, view, edit, or delete rental requests.
Staff can manage their own requests or company-wide requests.
Tenants
View and update tenant data.
Reports
Access company-level reports (sales, rentals, tenants).
Permissions Management
Assign, edit, or delete permissions for company staff members.
Step 3: Company Reports
Company Reports give insight into sales, rentals, tenant activity, and vacancies .
Available reports include:
Rent Paid Report – Payments from customers renting company-owned properties.
If a property is created by the company but rented by an agent’s client, the results are attributed to the agent.
Vacant Rental Property Report – List of company rental properties not currently occupied.
Unit Property Rental Report – Overview of all rental properties owned by the company.
Delinquent Tenants Report – Shows unpaid invoices and overdue rental payments.
Leases Ending Report – List of rental requests nearing completion.
Vacant Sale Property Report – List of company sale properties that are currently vacant.
Unit Property Sold Report – Detailed record of properties sold by the company.
Pro Tips
Use the Dashboard charts for quick overviews and the Reports section for deeper analysis.
Assign staff permissions carefully to ensure only the right employees can approve or edit sensitive property records.
Regularly review the Delinquent Tenants Report to follow up on unpaid invoices quickly.
By using the Company Dashboard, Roles, and Reports in Britixo , you can manage your entire real estate portfolio effectively, ensure proper staff permissions, and generate detailed reports for both sales and rentals.
- © Britixo Software
- © CRM
- © Practice Management
- ⚙️ Settings & Customisation
- Accounting & Bookkeeping Software UK
- Accounting and Bookkeeping Module Guide
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- Real Estate Management Module
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- 📘 Getting started
- 📤 Estimates, Proposals & Contracts.
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- 🧲 Leads & Sales
- Dashboard Overview in Britixo for Real Estate Businesses
- Managing Property Listings in Britixo for Real Estate
- Owner and Broker Management Real Estate Management Module
- Tenant and Rental Management | Britixo Real Estate Module
- Sale and Lease Management | Britixo Real Estate Module
- Expense & Income of Properties | Britixo Real Estate Module
- Reports, KPIs and Operations | Britixo Real Estate Module
- Customising and Branding | Britixo Real Estate Module
- Property Maintenance Management Software UK
- Managing Agents and Business Brokers
- Configuring Real Estate Settings
- Managing Plans and Plan Details in Britixo Real Estate
- Creating, Assigning, and Approving Properties
- Searching and Viewing Property Information in Britixo
- Creating and Managing Property Owners in Britixo
- Managing Buy and Rental Requests
- Managing Renter Profiles in Britixo Client Portal
- What Clients Can View in the Britixo Client Portal
- Using the Company Dashboard, Roles, and Reports
- Roles and Permissions for Agents and Business Brokers
🧠 Still need help?
Check out the full documentation or explore our video library or follow the link below to create a support ticket.
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