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Land & Property

How to use Land Reports in Customer Flow

Exportable portfolio snapshot: parcels by status, lease book, allotment pipeline, and unit occupancy.

Where to find it: Left menu → Land & Property → Land Reports

ERP reports and KPIs in Customer Flow
Watch the video on the Reports and analytics page — A still from the Reports and analytics video. Play it on the Reports and analytics watch page, then follow the steps below in your workspace.

Every step

  1. Step 1

    Open the screen

    Left menu → Land & Property → Land Reports. If the name is missing, your role does not include it — ask an admin in Users & Roles.

  2. Step 2

    Do the work

    Open Portfolio overview for KPIs, then switch to Parcels, Leases, Allotments, or Occupancy and export if needed.

  3. Step 3

    Check it saved

    Parcel stage totals should match the register. Overdue installments should match open lines past due.

Questions people ask

Do I need to log in to use Land Reports?

Yes. Land Reports is a signed-in workspace screen. This public page teaches the screen with a picture and a link to the feature video. It never shows another company’s data.

I cannot see Land Reports in the menu. Why?

The left menu only shows screens your role may open. Ask a company admin to grant the matching permission, or to show you which role should own this step.

Where do I post rent or deposits?

Use Leases and Allotments screens. Reports are the management snapshot, not the posting desk.

Related

← All dashboard screens