Portfolio analysis
The Portfolio analysis report allows users to analyse real estate portfolio metrics and KPIs with pivots for assets, contracts and rentable units.
Data is shown at individual asset level and (initially) aggregated by Sector level.
Generating a Portfolio analysis report
1. Go to Reports in the navigation panel.
The Reports section appears in the data panel, listing the financial statements report in the Standard reports tab.
2. Click Portfolio analysis or Download.
3. The report is automatically generated and is downloaded to your browser's download location as an Excel template.
4. Open the file from your browser's download location.
(It may be necessary to Enable editing and Enable content to access data).
5. In the right-hand panel, the user can select:
◦ Process Type
◦ Is snapshot
◦ Process or snapshot
6. By selecting a cell containing data the user will be presented with the Pivot table Fields settings on the right-hand side of the screen which can be adjusted as desired.
7. By selecting Asset, Contact or Rentable unit tabs in bottom left hand of screen, the user can view the different level of data.
 | The database used to generate this data is periodically updated so may not be real-time. |