Real Estate reports and settings

Where to click

Use these menu paths first, then complete the action from the screen you open.

Exact steps

1. Go to Sidebar > Reports > Real Estate Reports when you need reporting output.
2. Open the relevant report and apply the filters needed for the result you want.
3. Go to the Real Estate settings or permissions area when you need to change how the module behaves.
4. Save settings changes only after reviewing the impact on live workflows.
5. Return to the real estate module and test the affected screens after making changes.

What this feature does

• A dedicated Real Estate reports route exists in the module menu.
• Settings include general settings and a permissions tab.
• A module guide link exists in the Real Estate settings menu for admins.
• Role changes, plan tables, companies, staff controls and approval-manager toggles exist in the admin controller.
• The controller exposes staffing, company status, public status and approval requirements as admin-side actions.

What to do next

• After changing permissions, test the affected menu with the correct staff role.
• If the change affects tenancy or landlord workflow, also review the Customers and Portal guides.

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