Platform

Custom Reporting

Get customizable reports and shared views, with the ability to analyze data, monitor performance, and maintain a single source of truth.

Software DealSumm dashboard displaying Rentroll Report with property and tenant counts, filter options, and a detailed table of tenant IDs, project names, property names, tenant names, unit premises, and lease details.
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Functionality & Features

Report Libraries

Access four fundamental reports: Lease (provisions), All Fields (maximum flexibility), Folder Structure (metadata), and Billing (calculations).

Custom "Views"

Create, name, and save custom report configurations. You can add specific fields (like "CAM percentage share"), sort columns, and resize rows to your preference.

Collaborative Sharing

Share your custom views with specific team members or the entire organization to ensure a "single source of truth".

Benefits

Efficiency at Scale

Use the search bar or sidebar to find specific views across different libraries instantly.

System Health Monitoring

Identify failed document classifications quickly by viewing raw metadata and average processing speeds.

Security & Compliance

Report sessions are timed (60 minutes) to ensure data security, with a refresh feature that retains your unsaved changes.

Watch a Demo of Custom Reporting Feature

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See It For Yourself!

Contact us to share your lease data challenges and see how DealSumm can help.

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