Money reports
Cash flow, receipts, payments, invoices, payables, and finance movements across agreements and bank accounts.
Reports & Dashboards
Reports for money, schedules, and performance
IRM365 gives teams two layers of visibility: dashboards for live operating pulse, and read-only reports for analysis, reconciliation, and export. Review cash flow, receipts, invoices, payables, payments, installments, collections, cheques, PDCs, RCDs, commissions, activity performance, leads, and deals with permission-aware scope.
Feature Workflow
What this module helps your team do
A quick map before the detailed product proof. Jump to the area that matters most.
The Reports Workspace
Pre-built reporting views for the records your team already uses.
Reports read live from operational data — not a separate spreadsheet. Filter by date range, branch, agent, customer, status, and scope; then export the view your managers, finance team, or auditors need.
MoneySchedulePerformanceFiltersExport
app.irm365.com/reports
01Money & Schedule
Reconcile finance without exporting operational lists first
Finance reports aggregate the records created by agreements and collections: installments, receipts, invoices, payments, payables, cheques, PDCs, RCDs, collections, and cash flow. Use them to monitor financial health, outstanding receivables, upcoming cheque clearance, and audit-ready ledger trails.
- Cash flow, receipts, payments, invoices, and payables for money-in and money-out
- Installments, collections, cheques, PDCs, and RCDs for due and uncleared schedules
- Cross-reference receipts against installments and invoices to catch timing gaps
- Plan operations around upcoming PDCs and overdue installments
app.irm365.com/reports/cash-flow
02Dashboards
See the operating pulse before opening a report
Dashboards are the fast read: Overview for company pulse, Deals for revenue and agent leaderboard, Leads for source and conversion flow, and Activity for follow-up behavior. Widgets drill into filtered lists, while reports provide the exportable detail behind the number.
- Overview dashboard: cash position, pipeline, customers, leads, contracts, activity, PDCs, and receivables
- Deals dashboard: closed deals, pipeline value, commission mix, deal types, and agent leaderboard
- Leads dashboard: new leads, unassigned queue, conversion funnel, source performance, and stale leads
- Activity dashboard: completion rate, overdue work, outcome mix, activity types, and activity leaderboard
app.irm365.com/dashboard/overview
03Filters & Export
Turn live records into a shareable reporting pack
Each report is read-only, pre-formatted for analysis, and designed for filtering and export. Narrow by period, branch, agent, customer, or status; adjust table columns where supported; then export to Excel or PDF for audit, finance review, or leadership reporting.
- Use quick ranges like Today, This Week, This Month, Quarter, Year, YTD, or custom dates
- Work with paginated tables, sorting, and column visibility where supported
- Export to Excel or PDF depending on report and enabled columns
- Compare dashboard totals with report filters when numbers appear different
app.irm365.com/reports/pdcs
Capabilities
Everything inside reporting
A read-only analysis layer for finance, pipeline, activity, and team performance — built from the same records your team works every day.
Schedule reports
Installments, collections, cheques, PDCs, and RCDs for due, overdue, unrealized, and realized money.
Performance reports
Commissions and commission summaries for agents, brokers, branches, and periods.
Dashboards
Overview, Deals, Leads, and Activity dashboards show role-aware operating metrics and drill-down paths.
Filterable tables
Date range, branch, agent, customer, status, sorting, pagination, and column visibility where supported.
Permission-aware scope
Reports and dashboards respect role permissions, hierarchy, tenant timezone, and current filters.
FAQ
Frequently asked questions
Reports span leads and deals, agent and team performance, cash flow, PDCs, receivables, commission, and activity — covering the sales and finance picture in one place.
Continue the workflow
Related features
IRM365 modules are connected. Explore the next capabilities that usually sit beside this feature in a real brokerage workflow.
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