How to Generate & Share Estate Reports

Basementgrid makes it easy to generate audit-ready reports and compliance logs directly from your mobile device.
JP
Written by John Philip
Updated 2 weeks ago

Basementgrid makes it easy to generate audit-ready reports and compliance logs directly from your mobile device. Whether you need financial records for council meetings or vendor metrics for contract renewals, you can pull complete logs in just a few taps.

Step-by-Step: Generating a Report

Step 1. Navigate to Reports & Exports

Tap your Estate Profile photo in the app, then select Report from the menu to open the Reports & Exports page.

Step 2. Select Your Report Type

Choose the specific log or report you need. Tap the report name below to understand exactly what each one covers and what the data means:

Step 3. Set the Timeframe

Under Select Period, pick the date range you wish to export:

  • Last month

  • This month

  • Financial YTD (Year-To-Date)

  • Custom date range

Step 4. Generate & Share

Tap Generate & Share. Your report will be processed instantly and bring up your device's native share menu.

Pro Tip: Sending a copy to yourself

Need a quick copy saved on your phone or computer? When the share menu pops up, you can easily WhatsApp it to your own number or email it directly to yourself for quick desktop access later.

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