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