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
- 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
Snapshot
- 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