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Overview of Omnibus Report

The report generation function is only available to users with appropriate permissions.

Omnibus Report is a tool that enables generating personalized reports based on selected data sections.

In the Omnibus Report, you can specify which data should be generated by selecting appropriate sections using the "Select section" filter.

The user can choose from the following data sections:

  • Property data
  • Customer source
  • Verbal reservation
  • Reservation agreement
  • Preliminary agreement
  • Developer agreement
  • Sales agreement
  • Catalog price
  • Transaction price
  • Customer data
  • Payment schedule
  • Tenant modifications
  • Minimum prices
  • Discounts

After selecting a section, the system loads all columns available in that section into the "Select columns" filter, with all columns selected by default.

The user can use the "Select columns" filter to deselect specific columns within the selected sections to exclude them from the generated results table.

After clicking the "Search" button, the system generates an appropriate report for display and possible later export to CSV format. The data shown in each section is described in detail in separate subsections below.

By default, the system has one section selected called "Property data".

Regardless of the sections selected in the "Select section" field, the system always displays the following columns in the report:

  • Status - the system will read the property status from the CRM.
  • Stage - the name of the investment phase to which the property is linked.
  • Apartment number - the property number in the CRM system

Filters in the "Omnibus" report:

  • Select section - field to determine which data sections the system should display.
  • Select columns - field to determine which columns, within the selected sections, the system should display.
  • Investment - multiple-choice list with investments available in the CRM.
  • Stage - multiple-choice list, the system reads the phases of the selected investment, by default no option is selected.
  • Building - multiple-choice list, the system reads the buildings of the selected investment and phase, by default no option is selected.
  • Realestate number - text field to search for a property number.
  • Realestate type - multiple-choice list, the system reads property types that exist in the CRM system. By default, the options "Apartment", "House" and "Commercial property" will be selected.

Section: Realestate data

After selecting the "Realestate data" section in the "Section" filter and searching for results, the system displays the following columns in the report:

  • Number of rooms - number of rooms in the property.
  • Floor - floor of the property.
  • Cellar no. - number(s) of storage unit associated with the property in the agreement.
  • Cellar area - total area of storage units associated with the property in the agreement.
  • PS NO. - number(s) of parking spaces associated with the property in the agreement.
  • GH NO. - number(s) of underground parking spaces associated with the property in the agreement.
  • BB NO. - number(s) of bicycle boxes associated with the property in the agreement.
  • Area (m2) - property area.
  • Area after inventory (m2) - property area after inventory.
  • Inventory area difference - value representing the difference between the area from the "Area" column and the area from the "Area after inventory" column.
  • Inventory area difference (%) - percentage value representing the difference between the area from the "Area" column and the area from the "Area after inventory" column.
  • Planned inspection
  • Inspection date

Section: Source

After selecting the "Source" section in the "Sections" filter and searching for results, the system displays the following columns in the report:

  • First contact date - date of the first registered activity (applies to activities of type: Phone, Meeting, Scheduled Email, Email) with a customer who has an active verbal reservation on the property (which is first in the queue) or an active agreement (reservation, developer/preliminary).
  • Source - source of origin set for the customer who has an active verbal reservation on the property (which is first in the queue) or an active agreement (reservation, developer/preliminary, notarial deed).
  • Employee responsible - first and last name of the advisor assigned to the customer who has an active verbal reservation on the property (which is first in the queue) or an active agreement (reservation, developer/preliminary, notarial deed).

Section: Oral reservation

After selecting the "Oral reservation" section in the "Sections" filter and searching for results, the system displays the following columns in the report:

  • Reservation date - date from which the active verbal reservation is set on the property (first in the queue).
  • Reservation expire date - date until which the active verbal reservation is set on the property (first in the queue).

Section: Letter of intent

After selecting the "Letter of intent" section in the "Sections" filter and searching for results, the system displays the following columns in the report:

  • Letter of intent date - Signing date of the active reservation agreement set in the CRM system.
  • Letter of intent number - Reservation agreement number in the CRM system.
  • Letter of intent expire date - agreement validity date.

Section: Preliminary agreement

After selecting the "Preliminary agreement" section in the "Sections" filter and searching for results, the system displays the following columns in the report:

  • Preliminary agreement date - Signing date of the active developer agreement set in the CRM system.
  • Preliminary agreement number - Developer agreement number in the CRM system.

Section: Developer agreement

After selecting the "Developer agreement" section in the "Sections" filter and searching for results, the system displays the following columns in the report:

  • Developer agreement date - Signing date of the active developer agreement set in the CRM system.
  • Developer agreement number - Developer agreement number in the CRM system.

Section: Sales agreement

After selecting the "Sales agreement" section in the "Sections" filter and searching for results, the system displays the following columns in the report:

  • Expected sales agreement date - Preliminary date of signing the sales agreement (in CRM status notarial deed).
  • Sales agreement date - Date of signing the sales agreement (in CRM status notarial deed).
  • Sales agreement number - Sales agreement number (in CRM status notarial deed).

Section: Catalog price

After selecting the "Catalog price" section in the "Sections" filter and searching for results, the system displays the following columns in the report:

  • M2 net price - Total net price per square meter of realestate
  • Usable m2 net price - Total net catalog price value per square meter of realestate
  • Realestate net price - Total net price of realestate
  • PS net price - Total net catalog price value of the parking space associated with the property
  • GH net price - Total net catalog price value of the parking place in garage hall associated with the property
  • BB net price - Total net catalog price value of bicycle box unit associated with the property
  • Cellar net price - Total net catalog price value of cellar unit associated with the property
  • M2 gross price - Total gross price per square meter of realestate
  • Usable m2 gross price - Total gross catalog price value per square meter of realestate
  • Realestate gross price - Total gross price of realestate
  • PS gross price - Total gross catalog price value of the parking space associated with the property
  • GH gross price - Total gross catalog price value of the parking place in garage hall associated with the property
  • BB gross price - Total gross catalog price value of bicycle box unit associated with the property
  • Cellar gross price - Total gross catalog price value of cellar unit associated with the property
  • Catalogue gross prices total - Value that is the sum of the columns: Property gross value, Parking space gross value, Underground garage gross value, Bicycle box gross value, Storage unit gross value.
  • Catalogue net prices total - Value that is the sum of the columns: Property net value, Parking space net value, Underground garage net value, Bicycle box net value, Storage unit net value.

Section: Transaction price

After selecting the "Transaction price" section in the "Sections" filter and searching for results, the system displays the following columns in the report:

  • Net price per m2 - Net amount per square meter of the property from the price in the agreement in the CRM system.
  • Property net value - Total net price value of the property in the agreement in the CRM system.
  • Parking space net value - Total net price value of the parking space in the agreement in the CRM system.
  • Underground garage net value - Total net price value of the underground parking space in the agreement in the CRM system.
  • Bicycle box net value - Total net price value of the bicycle box in the agreement in the CRM system.
  • Storage unit net value - Total net price value of the storage unit in the agreement in the CRM system.
  • Gross price per m2 - Gross amount per square meter of the property from the price in the agreement in the CRM system.
  • Property gross value - Total gross price value of the property in the agreement in the CRM system.
  • Parking space gross value - Total gross price value of the parking space in the agreement in the CRM system.
  • Underground garage gross value - Total gross price value of the underground parking space in the agreement in the CRM system.
  • Bicycle box gross value - Total gross price value of the bicycle box in the agreement in the CRM system.
  • Storage unit gross value - Total gross price value of the parking space in the agreement in the CRM system.
  • Total net - Total net agreement price (of the property and all its accessories) in the CRM system.
  • Total gross - Total gross agreement price (of the property and all its accessories) in the CRM system.

Section: Customer details

After selecting the "Customer details" section in the "Sections" filter and searching for results, the system will display the following columns in the report:

  • First name - Customer's first name retrieved from the customer module
  • Surname - Customer's surname retrieved from the customer module
  • Home address - Address retrieved from the "Customer address" section in the customer module
  • Address for correspondence - Address retrieved from the "Correspondence address" section in the customer module
  • Phone number - Customer's phone number(s) retrieved from the customer module
  • Email address - Customer's email address(es) retrieved from the customer module

If there is more than one customer in the agreement, the system will generate an additional "Customer data" section for each customer.

Section: Payment schedule

After selecting the "Payment schedule" section in the "Sections" filter and displaying the results, the system returns groups (months) consisting of three columns in the report:

  • Schedule payment value (%) - Percentage value of the installment in relation to the agreement value.
  • Schedule payment amount (PLN) - Cash value of the installment.
  • Payment amount (PLN) - Actual amount paid by the customer.

At the end of the "Schedule payment" section, columns regarding payment summary and debt are generated:

Paid amount - Sum of customer payments in the searched period.
Liabilities amount - Sum of the amount remaining to be paid from installments where the deadline has passed.
Liabilities in days - Number of days of customer debt.

Section: Minimum prices

After selecting the "Minimum prices" section in the "Select section" field and displaying the results, the system shows the following columns in the report:

  • Net price per m2 - minimum net price per m2 of the property, the system calculates the value based on the maximum discount set on the property and the VAT rate.
  • Property net value - minimum total net value of the property, the system calculates the value based on the maximum discount set on the property and the VAT rate.
  • Parking space net value - minimum total net value of the parking space associated with the property in the agreement, the system calculates the value based on the maximum discount set on the property and the VAT rate.
  • Underground garage net value - minimum total net value of the underground parking space associated with the property in the agreement, the system calculates the value based on the maximum discount set on the property and the VAT rate.
  • Bicycle box net value - minimum total net value of the bicycle box associated with the property in the agreement, the system calculates the value based on the maximum discount set on the property and the VAT rate.
  • Storage unit net value - minimum total net value of the storage unit associated with the property in the agreement, the system calculates the value based on the maximum discount set on the property and the VAT rate.
  • Gross price per m2 - minimum gross price per m2 of the property, the system calculates the value based on the maximum discount set on the property.
  • Property gross value - minimum total gross price of the property, the system calculates the value based on the maximum discount set on the property.
  • Parking space gross value - minimum total gross value of the parking space associated with the property in the agreement, the system calculates the value based on the maximum discount set on the property.
  • Underground garage gross value - minimum total gross value of the underground parking space associated with the property in the agreement, the system calculates the value based on the maximum discount set on the property.
  • Bicycle box gross value - minimum total gross value of the bicycle box associated with the property in the agreement, the system calculates the value based on the maximum discount set on the property.
  • Storage unit gross value - minimum total gross price of the storage unit associated with the property in the agreement, the system calculates the value based on the maximum discount set on the property.

Section: Discounts

After selecting the "Discounts" section in the "Sections" filter and displaying the results, the system shows the following columns in the report:

  • Difference: Transaction price net - Minimal price net (% currency%) - difference between the total net price of the apartment in the agreement and the minimum net price of that apartment.
  • Difference: Catalog price net - Transaction price net (% currency%) - difference between the total net catalog price of the apartment and the total net transaction price of the apartment in the agreement.
  • Discount: (Catalog price net - Transaction price net) / Catalog price net (%) - net value of the discount in the agreement for the apartment.

Exporting data to Excel file

After generating the report, the user can export the data to an Excel file using the appropriate button in the top right corner.

The columns displayed on the report subpage in the CRM system will be loaded into the Excel file in CSV format.