Use broker portal dashboard reports
Review buy/rent status, property type, listing status and operational reports.
Exact navigationBroker Portal → Dashboard / Reports
Before you begin
- Use an account with Authenticated broker user with report visibility and confirm the intended record or setting before making a change.
- Follow the exact route above. If the screen or action is absent, check module activation, ownership and permissions rather than using another person’s account.
- Use controlled test data for configuration, integration, email, AI, payment, portal or automation changes before production-wide use.
What this guide covers
Review buy/rent status, property type, listing status and operational reports. The instructions reflect the supplied module’s registered menus, controller actions, views, settings and code-backed validation flow.
Exact step-by-step process
- Open Broker Portal → Dashboard / Reports.
- Select the relevant record, filter, report, model or configuration described below.
- Use the displayed action or read the current values without altering unrelated data.
- Compare the output with the code-backed rules and expected result in this guide.
- Record or correct any mismatch before relying on the output in production.
Fields, choices and supported possibilities
Exact actionUse broker portal dashboard reports
Exact navigationBroker Portal → Dashboard / Reports
Module version1.0.0
Access ruleAuthenticated broker user with report visibility
VerificationReopen the source record and confirm the expected status, linked record, file, notification, portal visibility or financial effect.
Organisation/personName, code, email, phone, website, tax/VAT, address, status and profile image where exposed.
Access and structurePlan, role, administrator flag, departments, staff type/company link, approval-manager and public flags where applicable.
Report filtersSelect the displayed month/year/custom period, status, property type, city, listing or payment criteria.
Source verificationOpen source property, request, tenancy, contract, invoice or payment records to reconcile totals.
Code-backed validations and workflow rules
- Reconcile figures to broker-visible source records.
- Company, owner, broker and staff records use different capability groups and ownership checks.
- Email-exists checks prevent duplicate staff/company identities in supported forms.
- Reports require real_report view capability.
- Report results depend on stored status/date/currency values and the current user’s accessible data.
Expected result and verification
- The supported use broker portal dashboard reports flow completes without bypassing permission or validation checks.
- The resulting record, setting, status, file, delivery event or external response is visible from the relevant workspace.
- Unexpected validation, provider or linked-record errors are investigated before retrying.
Security, privacy and operational checks
- Apply least privilege to purchasing, vendor, invoice, payment, return, contract and report permissions.
- Verify vendor identity, bank/payment details, tax, currency, totals and approvals before creating financial commitments.
- Treat public links, signatures, portal files, attachments and exported reports as controlled business records.
- Test settings and automated jobs with controlled records before production-wide use.