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Standard Reports
List of Operate Standard Reports
List of Operate Standard Reports

Pre-configured Operate Reports that you can run any time

Stuart avatar
Written by Stuart
Updated over a week ago

Operate provides the following pre-configured reports, all found under the Reports module:

Account Reports

  • Account Codes

  • Account Address List

  • Account Contact List

  • Account Discounts Report

  • Account Financial Report 

  • Account Summary Report

Billed Revenue Reports

  • Actual Income Report 

  • Actual Income Report (14 months) 

  • Actual Income Report by Group and Client 

  • Average Revenue per Workstation by Site 

  • Monthly Income Tracker by Client 

  • Monthly Income Tracker Summary 

  • Rent Reconciliation Detail 

  • Rent Reconciliation Summary 

  • Sales Breakdown by Client 

  • Sales Breakdown by Contract 

  • Sales Breakdown by Group 

  • Sales Breakdown by Item 

  • Sales Breakdown by Item Short Code 

  • Sales Breakdown by Revenue Code 

  • Sales Breakdown by Site and Revenue Code 

  • Sales Breakdown Detail 

  • Sales Breakdown with Group & Item Details 

  • Sales by Capture Date 

  • Sales By Classification 

  • Sales By Site and Classification 

Billing Reports

  • Contracted vs Actual Revenue

  • Monthly Client Billing 

  • Monthly Product Group Billing 

  • Pre-Bill Run Report 

Charge Sheet Reports

  • Charge Sheet Batch Report 

  • Charge Sheet Batch Summary 

  • Charge Sheet Detail 

  • Unbilled Charges 

Deposit Reports

  • Deposit Movement Report 

Invoice Reports

  • Booked Invoice Detail with Deferred Income 

  • Booked Invoice Summary with Deferred Income 

  • Contract Services Deferred Income Report 

  • Credit Note Detail Report 

  • Deferred Income Report 

  • Deferred Income Report (6 months)

  • Draft Invoice Detail 

  • Draft Invoice Summary 

  • Draft Invoice Summary By Product Group 

  • Invoice Breakdown by Client & Revenue Code 

  • Printed Invoice Detail 

  • Printed Invoice Detail By Client 

  • Printed Invoice Detail By Contact 

  • Printed Invoice Detail By Product Group  

  • Printed Invoice Detail By Site 

  • Printed Invoice Summary 

  • Printed Invoice Summary By Site 

  • Rent Deferred Income Report 

  • Un-Booked Invoice Detail with Deferred Income 

  • Un-Booked Invoice Summary 

  • Un-Booked Invoice Summary with Deferred Income 

  • Un-Booked Items By Revenue Code 

Item and Product Group Reports

  • Item List 

  • Product Group Analysis 

  • Product Groups 


  • Leads By Stage This Month 

Licence Reports

  • Contract Service Activity Report

  • Current Licence Agreements

  • Length of Tenancy Report 

  • Move in Report 

  • Renewed Licence Report 

  • Terminated Licence Report 

  • Transferred Licence Report 

Meeting Rooms Reports

  • Catering Report 

  • Meeting Rooms Booking Forms 

  • Meeting Rooms Cancellations Report 

  • Meeting Rooms Confirmed Business 

  • Meeting Rooms Detail Report 

  • Meeting Rooms Detail without Pricing 

  • Meeting Rooms Revenue by Client 

  • Meeting Rooms Revenue by Contact 

  • Meeting Rooms Revenue Report 

  • Meeting Rooms Usage by Day 

  • Meeting Rooms Usage Report 

  • Provisional Meeting Rooms Detail Report 

  • Space Publisher Bookings (Last Month) 

Occupancy Reports

  • Contracted Revenue and Forecast Report 

  • Contracted Revenue Report 

  • Contracted Revenue Report by Floor 

  • Occupancy Forecast Report 

  • Occupancy Forecast Report (Rate per Sqft) 

  • Occupancy Forecast Report (Summary) 

  • Occupancy Forecast Report by Floor 

  • Occupancy Forecast Report by Floor (Summary) 

  • Occupancy Forecast Report by Suite Type 

  • Occupancy Forecast Report by Suite Type (Summary) 

  • Occupancy Rent Roll 

  • Occupancy Rent Roll (Workstations) 

  • Occupancy Rent Roll with Contract Services 

  • Summary Occupancy Schedule 

  • Virtual Contracted Occupancy Forecast Report 

Pending Orders 

  • Closed Won Opportunities 

  • Opportunities By Stage This Month 

Pending Orders 

  • Pending Orders Report 

Renewal Report 

  • Rent Renewals Report 

Sales Ledger Reports

  • Account Status

  • Activity Report

  • Aged Debtors Analysis

  • Aged Debtors Analysis (No Deposits)

  • Aged Debtors Analysis Detail 

  • Cash and Journals 

  • Cashbook by Day 

  • Cashbook by Payment Type 

  • Cashbook Report 

  • Debtors Report 

  • Exposure Report 120 Days 

  • Exposure Report 120 Days (InterCentre Billing) 

  • Exposure Report 90 Days 

  • Exposure Report 90 Days (InterCentre Billing) 

  • Outstanding Aged Debtors 

  • Sales Ledger Summary 


  • Active Leads

  • All Active Opportunities 

  • Closed Won Opportunities 

  • New Leads Created This Month 

  • Opportunities By Stage This Month 

  • Opportunities Created This Month 

  • Tours Scheduled This Month 

  • Tours This Month 

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