Generate reports with the Intelligence tab
The Intelligence tab gives you on-demand reports across leasing activity—no spreadsheets required.
1) Set your filters first
At the top-right:
- Company / Subteam – choose the portfolio slice you want.
- Date range – e.g., Last 7/30/90 days or a custom range.
2) Pick a section
Use the tabs to switch the dataset you want to analyze:
- Property Performance
- Prospects
- Showings
- Prescreening
- Calls
- Properties
- Syndication Status
- Lockboxes
A detailed table appears beneath each section with metrics relevant to that area.
3) Ask Intelligence AI (optional)
The dark panel lets you chat with AI about the data currently in view.
Examples:
- “Which properties are most at-risk by days on market?”
- “Showings scheduled vs completed last week by subteam.”
4) Customize the table
Bottom toolbar:
- Columns – add/remove data points (e.g., Address, Days on Market, Upcoming Showings, Applications Received, Owner, Subteam).
- Filters – narrow the list (by status, address contains…, date posted, etc.).
- Density – compact or comfortable row spacing.
5) Export or print
Click Export to:
- Download as CSV (for Excel/Sheets), or
- Print (to paper or PDF).
Updated on: 20/09/2025
Thank you!