Key Reporting Features in Property Shell

Property Shell offers a suite of powerful reporting tools that cover nearly every aspect of development marketing and sales. You also have the flexibility to create custom reports from scratch or by editing any of the standard templates.

How to access Reporting

Access reporting via the 3 dots in the top right corner of the Property Shell window. Please note that Reporting is not available through the Property Shell mobile app.

Standard Templates

From marketing and agent activity to financial reports and stock management, the standard templates cover 99% of your reporting needs. These templates can be used as-is or customised to meet your specific requirements. They provide quick access to critical data or serve as the foundation for creating your own custom reports.

Sales Summary

A visual breakdown of the sales pipeline, showing sales status by quantity and dollar value. Includes detailed sales history, sales by organisation, by person, by bedroom type, purchaser type summary, and overdue deposits.

Leads and Marketing

Displays enquiries over the last 7 days, 6 weeks, and 6 months. Includes lead locations, lead profiles, and recent lead activity.

Agent Activity

Shows agent activity over the past 7 and 60 days, including calls, emails, updated leads, booking appointments, reservations, sales, and more.

Project Report

Includes a financial summary by type, bedrooms, and stage, along with a complete sales list.

Settlement Report

Provides detailed settlement data, including valuation differences by valuer and settlement statuses.

Stacking Plan

A visual representation of your project, helping you track units by sales status, type, and many other categories.

Sales Activity

Offers comprehensive insights into the sales process, tracking lead-to-sale conversion, agent performance, and key milestones.

Stock List

A detailed list of all properties, including current availability, pricing, and other relevant details.

Financiers Report

Covers reports related to your financiers, including financing details and outstanding payments or approvals.

Open Defects

Displays all open defects within properties, highlighting unresolved maintenance or construction issues.

All Defects

A comprehensive list of all defects (open and resolved), with additional details on each defect's status and history.

Generating a Standard Report

You can generate a report from one of the standard templates using the following steps:

Click the report you want to generate

Choose a project, or leave blank to pull data from all projects

Filter by stage if required

Click Create Report

 Choose to Download the report or Add To Saved Reports 

Find your report in Saved PDF Reports

Report Elements

Property Shell offers a variety of Report Elements—pre-built sections that can be added to your custom reports. These Report Pages allow you to quickly build tailored reports by adding pre-built content. Below are the available categories of Report Pages:

• Bookings By Stage
• Booking Activity

Dynamic Tables 

• Advanced Pivot Table
• Custom Table

General

• Advanced Pivot Table
• Custom Page
• Custom Table
• Pie Summary
• Title Page

Leads and Campaigns:

• Bookings
• Leads and Campaigns
• Lead Activity
• Lead Locations
• Lead Profiles

Project:

• Breakdown by Bedrooms
• Breakdown by Type
• Financial Summary
• Breakdown by Stage
• Stacking Plan

Purchasers:

• Foreign vs Local Purchasers
• Owner Occupiers vs Investors
• Purchaser Residence
• Purchaser Summary by Allocation
• Purchaser Summary by Type

Sales:

• Sales by Person
• Sales by Allocation
• Sales by Company
• Sales Summary by Stage
• Sales History Activity
• Sales History
• Sales Pivot Table
• Sales Summary by Quantity
• Sales Summary by Revenue

Settlements:

• Average Valuation Difference by Valuer

Tasks:

• Late Payables
• Late Deposits
• Activity History
• Long Reservations
• Overpaid Deposits
• Reservations Pending Approval

Build a Report from scratch using Report Elements

Create a new template

 Select from the Report Elements on the left hand menu.

Click the + button to add an element to the report. For this example, I’ve added a Title Page.

Adjust the settings of the newly added Report Page by clicking the gear icon beside the Report Page. 

Adjust the Report Settings by clicking the gear icon.

Customising and Creating Your Own Reports

Custom Templates

If you need a report beyond the pre-built templates and Report Pages, Property Shell allows you to create custom templates. You can start with any of the pre-built templates and modify them, or create a completely new one from scratch.

Dynamic Tables

Custom Table

A flexible table format that enables you to display any data available within Property Shell. While it doesn’t support charts or graphs, it’s ideal for organizing large datasets in a clean, tabular format.

Learn more: Custom Tables Help

Advanced Pivot Table

This tool allows you to visualise large datasets and summarize information in various formats, including tables, line graphs, stacked area charts, and stacked bar charts. You can select from base tables like Bookings, Leads, Sales, Activity History, and more to create highly customised reports.

Base Tables for Advanced Pivot Table and Custom Tables:

• Activity History
• Bookings
• Contract Variations
• Enquiries
• Lead Events
• Project Payments
• Properties
• Sales
• Tasks
• Selected Packages

Saving and Managing Your Reports

Once you've customised or created a new report template, you can save it for future use. Simply click the save icon in the top right corner of the Template Builder. Your saved templates will appear under User Templates, allowing you to quickly access and reuse them for future reporting needs.

You can also use the print icon to create a PDF of your report or to print preview.

By offering pre-built templates, customisable report pages, and dynamic tables, Property Shell enables you to create detailed, data-driven reports that help you make informed decisions. Whether you’re tracking sales performance, managing projects, or analysing defect reports, Property Shell equips you with the tools needed for success in project marketing and development sales.