Overview
The Approvals report provides detailed information about approval history for deals across your portfolio. You can generate the report for the entire portfolio or apply filters to focus on specific properties, deals, or approval statuses.
Key benefits / use cases
Track approval actions for deals and proposals.
Filter by property, deal type, or approval status for targeted insights.
Analyze approval details including approver, action date, and notes.
Export data for compliance or reporting purposes.
How to use the Approvals report
Apply filters
You can generate an approvals report for:
Entire portfolio
Specific property
Deal name
Deal type
Market
Approval status
More filters include:
User
Date range
Stage
Report details
The report displays:
Tenant
Stage gate
Market
Property
Spaces
Size
Area type
Approved proposal
Agent
Action
Action by
Approver
Action date
Notes
Export options
You can export the report in multiple formats:
Excel
CSV
PDF
Steps to export
Apply the desired filters to customize your report.
Click the black box icon on the right side of the screen.
Select or deselect columns to include in your export.
Choose your preferred export format (Excel, CSV, or PDF).
Tip: Use column selection to create a clean, relevant report before exporting.
FAQs
Can I filter by approval status or date range?
Yes. You can filter by Approval status, Date range, and other attributes under More filters.
What data does the Approvals report include?
It includes tenant details, stage gate, market, property, spaces, size, area type, approved proposal, agent, action, action by, approver, action date, and notes.
Can I export the report?
Yes. You can export the report in Excel, CSV, or PDF formats.