Reporting
Status: Draft Owner: @bilal Last Updated: 2026-02-15
Landlord reporting for operational visibility, regulatory compliance, and client reporting.
Report Categories
Communications
Call and chat logs from the Tenant Engine.
- Metrics: Call/message count, duration, response time, outcomes
- Filters: Date range, property, tenant, channel, outcome
- Export: CSV, PDF
Issues
Issue lifecycle data.
- Metrics: Count by status/category/urgency, resolution times
- Reports: Issue summary, resolution times, by property, by tenant
- Filters: Date range, property, tenant, category, status, urgency
- Export: CSV, PDF
Tenant Activity
Per-tenant patterns for priority decisions.
- Metrics: Contact frequency, issue history, high-touch ranking
- Filters: Date range, property, priority level
- Export: CSV, PDF
Priority
Priority flags and audit trail.
- Metrics: Current levels, change history
- Filters: Entity type, priority level, date range
- Export: CSV, PDF
Compliance
Regulatory submissions and document status.
- Reports: Document status, expiring documents, full property export, communication archive
- Filters: Property, document type, expiry window (30/60/90 days)
- Export: CSV, PDF, ZIP
UI Structure
/reporting
├── /communications
├── /issues
├── /tenants
├── /priority
└── /compliance
Each page: filters bar → summary cards → data table → pagination → export button.
Permissions
| Role | Access |
|---|---|
| Owner / Admin | All reports, all properties |
| Staff | Limited reports, assigned properties only |
| Envo Support | All reports (read-only), audit logged |
Implementation Priority
| Priority | Reports | Reason |
|---|---|---|
| P1 | Communication log, Issue summary, Document status | Core regulatory + operational |
| P2 | Tenant activity, Priority overview | Useful for decisions |
| P3 | Full exports, archives | Less frequent need |
Data Sources
conversations+messages(Tenant Engine)issues(Issue lifecycle)property_documents(Compliance)priority_audit/property_events(Priority tracking)