Run the platform reports

The console's Reports tab opens the platform reports. Each one filters by date and downloads as a PDF or a spreadsheet.

• Accounts and plans: every customer account, its plan and subscription, and its properties and tenancies. Filter by when it signed up, by plan or by subscription status.
• MRR by month: monthly recurring revenue at the end of each month, with paying subscribers won and lost. The current month equals the console's MRR. Earlier months are rebuilt from today's subscriptions, because a plan change is not kept, and the report says so.
• Sign-ups and activation: the accounts created each month and how many went on to add a property, record a value and collect rent.
• Churn: subscriptions cancelled each month against those live when it began.
• Usage by feature: every feature switch, its global setting, and how many customer accounts it is on for.
• Conversations: how Talk to Wealthru went, by flow. The Conversations page has the detail.

Demo accounts are left out of every figure. Every report you open or download is written to the audit trail, by the report's name and never with the filters you chose.

En français

Dans la console, l’onglet Rapports ouvre les rapports de la plateforme. Chacun se filtre par date et se télécharge en PDF ou en tableur.