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Templates are ready-made starting points for reports people run often. They are the easiest way to begin if you do not know SQL. Choosing one fills the editor but does not run it, so you can review or change it first. 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. Optionally use Ask assistant to edit this query to describe a change.
  6. Click Run.
  7. Check the result, especially its filters, dates, money, and row count.
  8. Give the query a name and click Save if you want to keep your version.
Your changes do not alter the original template. You can always choose it again to return to the starting version.

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Choose a template

  • Use Rent roll or MRR by building to understand current contracted rent. MRR means monthly recurring rent.
  • Use Vacant units or Occupancy by building for a portfolio snapshot.
  • Use Arrears aging when you need overdue balances grouped by age.
  • Use Open invoices when you need the Customers and Invoices behind those balances.
  • Use Application funnel for the current open pipeline.
  • Use New lets vs renewals to compare the two over time.
  • Use Rent increases due for every active Tenancy whose next notice date falls from two months ago through the end of this year, whether or not a rent review already exists.
  • Use Rent increase intents for rent reviews that have already been created.
  • Use Payout reconciliation to trace balance transactions to Payouts.
  • Use the maintenance templates to review open workload by priority, status, or Building.
If none is an exact match, choose the closest one and ask the SQL assistant to adapt it. See SQL and AI for beginners for help writing a useful prompt.

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Adapt a template with AI

After choosing a template, try a request such as:
  • Only include Building Green Court.
  • Change this from the last 90 days to the last full calendar month.
  • Show amounts in pounds and add the currency.
  • Add a total for each Building.
  • Include the Customer name and put the oldest due date first.
  • Explain which records this includes and excludes.
Make one change at a time and click Run after each change. This makes it easier to spot when a filter or calculation does not match what you intended.
Start from the original template again if several edits have made the result confusing. Then reapply only the changes you still need.

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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.
  • Rent increases due — Active tenancies whose next rent-increase notice date (10 months after the last increase or tenancy start) falls from 2 months ago through the end of this year.
  • Rent increase intents — Existing rent-increase records with due date, status, current and proposed rent, building, and unit.
  • 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.