Financial & house analytics
See how your houses are performing.
See payments, occupancy, and resident trends across your houses. Compare reporting periods and locations, then bring clear reports to your next team review.Review payments, occupancy, and resident trends across your houses, then export reports for planning.
Explore Professional with a free 30-day trial. No credit card required.
What you can do
Turn daily records into a useful overview.
Understand the financial picture
Review rent payments by house, charges and payments over time, and resident balances. Use the reports to focus collection work and inform planning.
See how house activity changes
Review monthly occupancy, average length of stay, admissions, and recorded discharge reasons. Compare houses and reporting periods to see where your team should take a closer look.
Bring the report to the conversation
Export supported charts and tables or use Data Export for resident records in spreadsheet form. Bring the information you need to planning and team reviews.
- Review charges, collections, and house finances.
- Compare occupancy, length of stay, and resident trends.
- Export reports for planning and team reviews.
How it works
Choose the view. Review the trend. Plan the next step.
Open Analytics, choose the relevant house or organization view, and select the reporting period. Review the available metrics, then download a report or use Data Export when you need the underlying records.
View setup instructions
Open Analytics, choose the relevant house or organization view, and select the reporting period. Review the available metrics, then download a report or use Data Export when you need the underlying records.
- Choose the house or organization and reporting period.
- Review financial and house performance trends.
- Export the information you need for follow-up or planning.
Before you get started
Plans & common questions.
Advanced financial and house analytics are included with Professional and Diamond. Staff see reports according to their role and house permissions.
Compare plansWhich plans include advanced analytics?
Advanced financial and house analytics are included with Professional and Diamond. You can explore Professional during the free 30-day trial.
Can we review multiple houses?
Yes. Use the available house and organization views to compare performance across the locations you are authorized to access.
What house metrics can we review?
Available reports include monthly occupancy, average resident stay duration, admissions, readmissions, discharges, and recorded dismissal reasons. Financial reports include resident rent payments by house, charges, payments, and balances.
Can we export the reports?
Yes. Use the available export options on supported charts and tables. The Analytics Data Export tools also provide spreadsheet exports of supported resident records.
Can every staff member view financial information?
No. Financial reports and house information follow staff roles and house permissions. Assign access according to each team member’s responsibilities.
Ready to get started?
Get a clearer picture of your organization.
Explore Professional’s reporting tools in a free trial, or walk through the analytics with our team.
Explore Professional with a free 30-day trial. No credit card required.