Communication & ReportingPurpose
1.2. Centralize performance data from property management, CRM, and analytics tools for owner visibility.
1.3. Reduce manual reporting, ensure consistency, and provide real-time or scheduled summaries to stakeholders.
1.4. Allow owners to access dashboards on-demand or via scheduled delivery links.
1.5. Facilitate interactive dashboards with drill-downs for detailed insights on portfolio performance.
Trigger Conditions
2.2. On-Demand: Owner requests performance data via email, portal, or app.
2.3. Threshold-based: Occupancy drops, maintenance backlog, revenue change triggers automated dashboard update.
2.4. Data Sync Events: Updates in the property management system initiate new dashboard generation.
Platform Variants
3.1. Google Data Studio
• Feature/Setting: Scheduled report links via "Schedule email delivery" — set up recurring email with dashboard PDF/link.
3.2. Power BI
• Feature/Setting: “Subscribe” API/feature for automated dashboard/email delivery — configure sharing with owner emails.
3.3. Tableau
• Feature/Setting: Use Tableau's “Dashboard Subscriptions” — schedule reports sent to owner accounts.
3.4. Zoho Analytics
• Feature/Setting: Automated "Email Schedule" — send dashboard snapshots to property owner emails.
3.5. Microsoft Excel Online
• Feature/Setting: “Share” > “Send link” and automate with Power Automate flow to deliver refreshed dashboard files.
3.6. Looker
• Feature/Setting: “Scheduled delivery” of dashboards using Looker’s API for direct emails.
3.7. Salesforce
• Feature/Setting: Report & Dashboard Subscriptions via Salesforce Scheduler — send to contact (owner) list.
3.8. Monday.com
• Feature/Setting: “Dashboard sharing” via automation, invite owners as viewers or email PDF on intervals.
3.9. Smartsheet
• Feature/Setting: “Automated Workflows” send dashboard or report snapshots to stakeholders' emails.
3.10. Notion
• Feature/Setting: Database “Export & Share” with scheduled exports via integration clients.
3.11. HubSpot
• Feature/Setting: “Reports Dashboard Sharing” — set up automated report emails to property owners.
3.12. Asana
• Feature/Setting: Portfolio “Status Update Email” automation to share project dashboards.
3.13. Airtable
• Feature/Setting: "Scheduled Airtable Automations" export filtered views/data and send via email.
3.14. Qlik Sense
• Feature/Setting: “Report Distribution” via Qlik NPrinting — schedule and deliver analytics dashboards.
3.15. Klipfolio
• Feature/Setting: “Scheduled Email Reports” — configure recurring dashboard sends to owner emails.
3.16. SAP Analytics Cloud
• Feature/Setting: “Distribute Reports” — schedule and send dashboard results externally.
3.17. Slack
• Feature/Setting: Integration bots to “Push dashboard data” or PDFs to owner channels or DMs at defined intervals.
3.18. Mailchimp
• Feature/Setting: “Email Automation” with attached dashboard/report links for segmented owner groups.
3.19. Dropbox
• Feature/Setting: “Shared Folder” with dashboard exports — script automation for timed uploads.
3.20. OneDrive
• Feature/Setting: “Automated Share Link” with Power Automate for dashboard files, recurring share update.
Benefits
4.2. Ensures all owners get timely, consistent access to property performance data.
4.3. Increases transparency and trust via proactive communication.
4.4. Enables data-driven owner decision-making with up-to-date insights.
4.5. Reduces the risk of missed communications or outdated reports.
4.6. Supports compliance with service agreements for owner reporting frequency.
4.7. Simplifies owner experience—one-click access to detailed, visual dashboards.
4.8. Creates an automated audit trail for all shared reports.