Track your property management performance with Bohios reports.
Dashboard Overview
Your group dashboard shows at a glance:
- Cash Balance - Money in hand
- Bank Balance - Money in the bank
- Total Units - Number of properties
- Unpaid Invoices - Outstanding payments
- Overdue Invoices - Past due date
Email Tracking
See all emails sent from your group:
- Go to Email Tracking in your group menu
- View sent emails with:
- Recipient
- Subject
- Send date
- Delivery status
Period Reports
Group your finances by time periods:
- Go to Periods in your group
- Create periods (e.g., "January 2024", "Q1 2024")
- Associate invoices with periods
- View period summaries:
- Total invoiced
- Total collected
- Outstanding balance
Unit History
Track all activity for a specific unit:
- Go to the unit page
- Click "History"
- See all:
- Invoices issued
- Payments received
- Balance changes
- Stakeholder changes
Exporting Data
Export your data for accounting or analysis:
Invoices
- Go to Invoices
- Click "Export"
- Download CSV with all invoice data
Units
- Go to Units
- Click "Export"
- Download CSV with unit and balance data
Tips for Better Reporting
- Use consistent periods (monthly, quarterly)
- Tag units for better categorization
- Record all payments (including manual)
- Keep stakeholder information updated