Templates

Templates are starter queries for reports people run often. Clicking one fills the editor — it does not run until you click Run. To use a template, follow these steps:

1. Open Prism.
2. Open the Templates tab in the side panel.
3. Search by name, or browse a section.
4. Click the template.
5. Click Run.

You can edit the SQL after it lands in the editor, then save your version.

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Portfolio

• Rent roll — Active and pending tenancies with monthly rent, building, and unit.
• MRR by building — Normalised monthly rent of active tenancies grouped by building.
• Vacant units — Units marked available, with building, bedrooms, and default rent.
• Occupancy by building — Unit counts by occupancy status for each building.
• Tenancies ending soon — Active tenancies with an end date in the next 90 days.

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Billing

• Arrears aging — Open invoices past due, grouped by age bucket.
• Open invoices — Open invoices grouped by customer, with remaining balance and oldest due date.
• Monthly payment volume — Succeeded payments by month, with total amount and count.
• Failed payments — Payments that did not succeed in the last 90 days, with customer and invoice.

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Leasing

• Application funnel — Open applications by current pipeline step.
• New lets vs renewals — Tenancies created in the last 12 months, split by application type.
• Open pipeline by building — Open applications counted by building and current pipeline step.

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Owners

• Owner payouts — Owner payouts grouped by owner and status.
• Untransferred charges — Invoice items with owner or none transfer behaviour, totaled by month.

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Finance

• Payout reconciliation — Balance transactions settled onto payouts.
• Refunds and credit notes — Refunds and credit notes by month, with count and amount.

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Maintenance

• Open issues by priority — Open and in-progress maintenance issues grouped by priority and status.
• Issues by building — Maintenance issue counts by building and status.