Dashboard

Four consoles behind one command rail — executive, collections, payments and communications — with a shared property scope, reporting period and period-on-period comparison.

Testing → Dashboard → /dashboard ^Beta

The dashboard puts the four consoles managers actually watch behind one set of controls, so you choose the property and the period once rather than four times.

The four consoles

Tab	What it answers	On its own at
Executive	Where this property stands right now — balances, arrears ladder, lease expiry, debt by block.	—
Collections	How much is owed, how old it is, and whether the team is keeping up.	`/collections/overview`
Payments	What came in, what it settled, and what is still unapplied.	`/payments/overview`
Communications	What went out, whether it landed, and what came back.	`/communications/overview`

The tab you are on is in the address, so you can send somebody a link straight to the console you are looking at.

The counts on the tabs

A number on a tab is a backlog — work with nobody on it — so it should fall as the team works the queue.

Tab	What its number counts
Collections	Open collection cases with no officer assigned.
Payments	Receipts in suspense — money received with no unit identified.
Communications	Messages that reached nobody in the selected period.

A tab with nothing outstanding shows no number at all. Executive carries none, because it summarises the other three.

The shared controls

Scope lists every property in your organisation that you can open, plus All properties. If you only have one property, no control appears.

Period sets the reporting window, and the resolved dates are printed beside it so you can see exactly what is being counted.

vs previous period compares each figure against the equal-length window ending the day before the current one starts — so a quarter is compared against the same number of days, never against a longer calendar unit. Hover it to see the dates it is comparing against.

Exporting what you are looking at

Export, beside the tab's own button, takes the console in front of you and downloads it as a file. The file is a snapshot of the figures on screen — the same property scope, the same reporting period, taken at the moment you press it.

Format	What you get	Reach for it when
Excel workbook	One worksheet per section, plus a Summary sheet naming the scope, the period and every caveat. Numbers arrive as numbers, so you can total a column without retyping it.	You want to pivot, chart or filter the figures.
CSV	One file, every section, one after the other.	You are feeding another system.
PDF	A branded document with your letterhead, the period on every page and page numbers.	You are sending it to a landlord, a director or a board.

The button is unavailable until the figures have loaded — hover it and it says so.

On the Overview tab the properties sheet lists every property in the organisation, not just the ones matching the search and filter on screen. The filter you had applied is recorded in the header block instead — a spreadsheet cannot show you a filter it was cut with, so it names it rather than hiding it.

Two things Executive will not do

Executive shows balances as they stand today, not activity over a window. So:

The period picker is switched off on that tab — a reporting window does not change a balance.
All properties shows an explanation instead of numbers. These figures are held per property and do not add up across a portfolio. Pick a property to read it, or use Collections and Payments, which do cover the whole organisation.

Common problems

Symptom	Cause
No scope control	You have access to a single property, so there is nothing to choose between.
A tab number will not go down	The number counts unassigned work. Assigning a case or identifying a receipt is what clears it.
Deltas appear but I cannot turn them off	The comparison toggle lives on this page. The standalone consoles honour the setting but do not show the control.
The period picker is greyed out	You are on Executive.
Export is greyed out	The console has not finished loading its figures, or it failed to load them. Refresh and try again. Until August 2026 Export was permanently greyed out here, on every tab, whatever the console had loaded — that is fixed.
Refresh does not move the figures	Fixed in August 2026. The control used to re-fetch the same cached figures, which is exactly the state you press Refresh to escape. It now forces them to be recomputed. Home has the same control, in the same place.
The Overview tab shows zero for everything	Fixed in August 2026. Overview was reading its portfolio counts from a table the properties had moved out of, so it returned zero for every organisation. The Tenants tile also counted only one named person per lease, so it read roughly half the real number of residents housed.
The PDF has no letterhead	Your organisation has no branding profile yet, so the document falls back to platform colours. Set one under Branding.