Reporting suite
Work across a broad set of standard reports for portfolio and individual-level information.
Analytics & Reporting
Gain valuable business insights
Petra reporting brings standard and customised reporting together. Report on data at portfolio or individual level, automate scheduled reports and build dashboards around the information your teams need.
Portfolio reporting · Custom dashboards · Scheduled delivery
Reporting
Portfolio
Automation
Scheduled
Dashboard
Tailored
Analytics
Shared
Reporting suite
Report the way your organisation actually needs to report
Build from standard reporting, tailor the output, schedule delivery and bring the most important information into dashboards instead of compiling the same reports manually.
Customised
Tailor reports around the fields, business entities and information your users actually need.
Scheduling
Automate recurring report generation and distribution instead of rebuilding the same output by hand.
Dashboard
Surface important information in a visual dashboard that can be tailored to the user.
Different users, different experience
One analytics environment, shaped around how each user works
Creators build and share reporting, consumers work from defined KPIs and dashboards, and analysts explore data more freely to identify patterns and insights.
Creators
Super User — I want to author new dashboards and reports for my team.
Managed Experience
Query
Author
Share
Consumers
I want access to pre-defined KPIs, reports and dashboards.
Defined Experience
Consume
Interact
Personalize
Analysts
I want to explore data to detect patterns, identify trends, and share insights.
Self-Directed Experience
Connect
Discover
Collaborate
Petra Analytics
Build custom reports and dashboards around your key information
Petra Analytics lets teams create custom reports and dashboards, report at portfolio or individual level and share the right information with the right permissions.
Scheduled reporting reduces repetitive manual compilation, while dashboards give teams a faster way to see the figures that need attention.
Portfolio overview
Last 12 months
Portfolio
128
Active records
Reports
24
Scheduled
Dashboards
8
Role based
Reporting activity
Jan
Mar
May
Jul
Sep
Nov
Latest output
Portfolio report
Ready
Lease dashboard
Live
Budget report
Scheduled
Executive view
Shared
Reporting capability
From standard reporting to deeper portfolio analysis
Keep the useful reporting capability from the existing page while presenting it in a cleaner, more current way.
Standard reports
Access a large library of established reporting outputs across the system.
Custom reporting
Build output around portfolio, property, lease or business-entity requirements.
Automated scheduling
Generate and distribute recurring reports with less repetitive administration.
User-tailored dashboards
Give different users views that align with the information relevant to their role.
Share & export
Share findings and move data into spreadsheet workflows when required.
Put the data to work
Turn portfolio information into reporting your teams can actually use
See how Petra reporting and analytics can help automate recurring reporting, tailor dashboards and give different users the level of analysis they need.
Book a demo