The Reports page in the sidebar is dedicated to your monthly equity report program - every client currently set to receive a monthly equity report.
The Stats Bar
Five counts across the top tell you how the program is performing:
- Subscribed clients - how many clients are on monthly reports right now.
- Sent this month - how many reports have gone out so far this month.
- Total views - cumulative report views across all subscribers.
- Interactions - clients who actively updated their valuation, address, or balance from a report. This is the meaningful engagement metric - these are clients telling you their info has changed, which is a buying signal.
- Unsubscribed this month - clients who opted out of the monthly report.
What "Interactions" Really Means
Don't confuse Interactions with Total Views. Views include any open. Interactions specifically counts when a client edited a value in the report. Those edits flow back into your dashboard:
- New valuation → updates the property value.
- New balance → updates the mortgage balance.
- New address → updates the property address.
Every interaction also triggers a notification to you. See Notifications You'll Receive.
The Subscriber List
Below the stats, every subscribed client is listed with:
- Name, last report sent date, last interaction date.
- A direct link to their profile.
- A Remove from monthly reports action.
Adding Clients To The Monthly Batch
You don't add from the Reports page - you do it from a client's profile:
- Open the client's detail view.
- Click the Reports tab.
- Toggle Send monthly equity reports on.
- They're now in next month's batch and every month after.
For the full send flow including one-time sends, see Sending Equity And Consolidation Reports.
Removing A Client
Two ways:
- From the Reports page - click Remove from monthly reports on their row.
- From their profile - toggle off Send monthly equity reports on their Reports tab.
Either action takes effect immediately. They won't receive next month's report.
What To Do Next
- Add your first batch of subscribers: Sending Equity And Consolidation Reports.
- Configure what shows up in each report: Customizing What's In A Report.