I want monthly portfolio reports with no manual work — answered by Engineer Saeed Baatiah
A report assembled by hand every month is the first candidate for automation: it repeats and its sources are fixed. The system generates it from the same data on a schedule you set and sends it to whoever you name — occupancy and vacancy rates, collected against due, arrears by age, contracts expiring soon, and maintenance cost per unit. The practical difference is that the number becomes one number, not one per member of staff.
A useful report is read in two minutes and leads to a decision, so it is built on five numbers rather than fifty: occupancy and its change from last month, collected against due, arrears bucketed by age (under 30 days, 30–60, over 60), contracts expiring within 60 days, and maintenance cost per unit. The ageing of arrears specifically is what separates ordinary lateness from a problem needing intervention.
The benefit usually missed is that the number becomes one number. A hand-assembled report differs between staff and between months depending on who compiled it and when, so decisions rest on figures that cannot be compared. A report generated from the same data with the same logic every month makes comparison over time meaningful — a precondition for any decision about the portfolio’s direction rather than its momentary state.
- Five numbers, not fifty — read in two minutes
- Arrears by age: under 30, 30–60, over 60 days
- Sent automatically on your schedule to whoever you name
- Same logic every month — so comparison over time means something