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Reports, KPIs & Operations In Britixo Real Estate Practice Management Software / CRM UK.
Introduction
Britixo Practice Management Software for Real Estate is equipped with a dedicated reporting suite designed for property businesses. These reports give you insight into your sales, rentals, occupancy rates, financial performance, and agent productivity. Whether you manage a single building or a nationwide portfolio, Britixo centralises your operational data into clear, actionable insights.
Reports are designed to be fully interactive — you can filter, export, and drill down into individual transactions without leaving the platform. This makes Britixo not just a record-keeping tool, but a decision-making hub for your real estate operations.
Step-by-Step: Using Reports for Real Estate in Britixo
📊 1. Accessing the Reports Module
From the main left-hand menu, click Reports .
In the Real Estate Reports section, you’ll find different categories:
Financial Reports – income, expenses, net profit per property.
Occupancy & Vacancy Reports – current occupancy rate, vacant units, lease end dates.
Sales Reports – sold properties, sales revenue, agent commissions.
Rental Reports – rent collected, pending rent, delinquent tenants.
🔍 2. Filtering Data
At the top of each report, use the filters to refine the view:
Date Range – e.g., monthly, quarterly, yearly.
Property – focus on a single property or group of properties.
Agent/Broker – track performance of individuals or teams.
Request Type – Sale or Lease.
Britixo instantly refreshes the data based on your selection.
🏠 3. Commonly Used Reports
a. Rent Paid Report
Shows all rental payments received in the selected period.
Includes tenant name, payment date, amount, and payment method.
Useful for tracking income flow and identifying late payers.
b. Vacant Rental Property Report
Lists all properties currently without tenants.
Displays vacancy duration and potential monthly revenue loss.
Ideal for prioritising marketing efforts.
c. Sale Property Report
Details of properties sold, including sale price, buyer details, and date of sale.
Calculates agent commissions and total sales revenue.
d. Delinquent Tenants Report
Highlights tenants behind on rent.
Shows overdue amount, days overdue, and payment history.
Supports follow-up and legal actions if necessary.
e. Leases Ending Report
Lists all leases approaching expiry within a chosen timeframe.
Helps plan renewals or market units in advance.
📤 4. Exporting & Sharing Reports
Click Export to download as PDF, Excel, or CSV.
Use Email Report to send directly to stakeholders.
Schedule automated reports to be emailed on a recurring basis (daily, weekly, monthly).
📈 5. Analysing Trends
Compare historical data to identify seasonal patterns in sales and rentals.
Track average occupancy rate over time.
Measure ROI per property to decide where to invest marketing resources.
💡 Pro Tip: Combine Financial Reports with Occupancy Reports for a complete profitability picture — this helps in setting rent levels and sales pricing strategies.
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