Generating Custom Reports with Matt

Generating Custom Reports with Matt

One of Matt's most powerful capabilities is generating reports on demand from a simple conversation. Instead of navigating menus and selecting filters, describe what you want and Matt builds it for you.

Available Report Types

Rent Roll

The rent roll shows all active leases with their rent amounts, payment status, and arrears. Ask Matt:

• "Show me the rent roll."
• "Generate a rent roll for January 2026."
• "What does my rent roll look like for @Oak Street?"

Matt produces a table with property, unit, tenant, monthly rent, paid amount, and outstanding balance.

Profit and Loss

The P&L report summarises income and expenses over a period. Ask Matt:

• "What is my profit and loss for Q4 2025?"
• "Show P&L for @10 High Street this year."
• "Compare my P&L across all properties for the last 12 months."

Matt breaks down income by category (rent, deposit interest, other) and expenses by category (maintenance, insurance, mortgage interest, management fees, etc.).

Cash Flow Summary

Understand money in and money out over any period:

• "What is my cash flow for December?"
• "Show me monthly cash flow for the last 6 months."
• "Which month had the highest net income this year?"

Arrears Report

See all outstanding rent in one view:

• "Show me all tenants in arrears."
• "How much rent is overdue across my portfolio?"
• "Which property has the most arrears?"

Custom Reports

Matt can create bespoke reports by combining data from different areas:

• "Show me all expenses over £500 this year."
• "List properties where the lease expires in the next 3 months."
• "Which tenants have been late more than twice this year?"
• "What is my average void period per property?"

Using Date Ranges

Matt understands natural language dates:

• "This month" / "Last month" / "This year"
• "January 2026" / "Q1 2025" / "H2 2025"
• "The last 90 days" / "Year to date"
• "From April 2025 to March 2026" (tax year)

Filtering by Property

Use @mentions to scope reports to specific properties:

• "P&L for @10 High Street" — Single property report.
• "Rent roll for @Oak Street and @Elm Court" — Multi-property report.
• "Expenses for all properties except @Parking Lot" — Exclusion filter.

Comparing Properties

Ask Matt to compare performance across your portfolio:

• "Compare rental yield across all my properties."
• "Which property generated the most income this year?"
• "Rank my properties by net profit."
• "Show me a side-by-side P&L for @10 High Street and @Oak Street."

Exporting Reports

After Matt generates a report, you can:

• View it directly in the chat as a formatted table.
• Ask Matt to "export this as PDF" or "download as CSV."
• Navigate to the Reports section for the full report page with print and export options.

Example Conversation

Here is a typical reporting conversation:

1. You: "What was my total rental income last year?"
2. Matt: Provides the total with a breakdown by property.
3. You: "And total expenses?"
4. Matt: Provides the expense total with category breakdown.
5. You: "So what was my net profit?"
6. Matt: Calculates net profit and shows the P&L summary.
7. You: "Which property was most profitable?"
8. Matt: Ranks properties by net profit.
9. You: "Export that as a PDF."
10. Matt: Generates the downloadable report.

Tip: Save time at tax season by asking Matt "Show me my income and expenses for the tax year April 2025 to March 2026, categorised for self-assessment." Matt produces an HMRC-ready summary.