Reports

Reports are visible to the Admin role only. Teammates with the Stager or Mover role don't see Reports in the navigation. There is no separate reporting permission to grant. To give a teammate access, an admin changes their role on the team page.

Every report opens with a row of stat cards summarizing the year, followed by its charts, and on the revenue report a monthly table. Hovering a point on any chart shows the exact value for that month or bucket. While a report loads, and for years with no data yet, the charts show a gray placeholder instead of misleading zeroed lines.

Use the arrows next to the year to step back and forward, or tap the year itself to jump straight to one. The list covers every year with house activity, so one report can be empty for a year another report has data for. An empty report says so rather than drawing charts of zeros. For the current year, charts show only the months that have happened so far.

Next to the year, the vs toggle compares against the previous year: the revenue, sales-above-ask, and acceptance-rate charts overlay the prior year as a second series, and the revenue table gains prior-year columns. It turns on automatically when the previous year has data, and your choice is remembered as you move between tabs.

The tab shows Total Revenue and Houses Staged (each compared with the same months of the previous year) and Average per House, with monthly revenue charted and a month-by-month table totaling the year. Months with no staged houses appear at zero, so you can see gaps rather than have them disappear.

With the vs toggle on (see picking a year), the chart and table add the prior year for comparison.

Sold Above Ask is the share of the year's sales that closed over asking. Average $ Above Ask and Average % Above Ask are the mean dollar and percentage premiums across the houses that sold above asking; houses sold at or below ask are excluded so they do not pull the averages down.

The charts split the year into above-ask and at-or-below-ask houses and break the share and the average premium down by month.

The report only includes houses where both a listing price and a sale price are recorded. Houses still on the market, or houses where one of those values has not been entered, are left out of the math.

The tab shows Houses Sold, Median Time to Sale, and Average Time to Sale. Median is usually the better headline: it ignores the long tail of houses that sit for months.

The histogram buckets houses into five-day ranges. A tight cluster on the left means most houses go pending quickly; a long tail to the right means a chunk of houses linger.

The tab shows the year's Acceptance Rate, Total Houses created in the year, and Rejected, the count of houses that ended in a rejected status.

The monthly chart tracks the acceptance rate across the year. Use it to spot whether a bad month was an outlier or part of a longer slide.

Unlike the other reports, this one looks at when houses were created rather than when they were staged, so a rejection shows up in the month the project came in.

Revenue summary CSV. The Export CSV button on the Revenue Summary card downloads the monthly table as a .csv file, including the prior-year columns when the comparison is on. It's the quickest way to get the year's numbers into a spreadsheet or hand them to an accountant.

Spreadsheet export. The items, houses, and contacts lists each have an Export entry in their more-actions menu that downloads the current view as an .xlsx file. Active filters and sort order apply, so filter the list first to export exactly the rows you need. This is the way to produce an inventory or client report. Export is limited to admins, like reports. See Import & Export for details.

Printed house inventory. A house's items page prints as a photo inventory grouped by room. See printing a house inventory. Use it for packing lists and walkthrough checklists.

• For day-to-day pipeline counts and recent activity, head to the dashboard.
• For the project-level data the reports are built from, open the houses page and edit a house's stage date, fee, listing price, or sale price directly.
• For who can see reports, plan tiers, and admin permissions, see billing and plans.