1 · Choose the reporting period
Mandate movement is measured from 01 Oct 2026 to 31 Oct 2026 — the month end, because no date was found in the file name.
2 · Bring in the data
Shared company folder
Paste the folder link once. The newest assets export in the folder is used, and the file name is recorded on the report.
Upload the exported file
Current assets (required) and current leases (optional, adds rent so commission values can be calculated). CSV, XLS or XLSX.
The vacancies export supplies the “Vacant Since” date used to work out when a mandate was actually lost. The archived export is matched against it in the same way. The archived leases export supplies the rent for archived mandates, so their commission value can be worked out instead of showing as R0.
3 · Check and save
Fetch or upload a file to see the validation summary before anything is saved.
How the import works
- 1. Upload today's export.
- 2. Column headings and required fields are validated.
- 3. Every month of the year is worked back out of this one update.
- 4. Locked months keep the figures they were locked with.
- 5. Anything that no longer agrees with a locked month is flagged to fix in WCU.
Development sample data
Sample periods are clearly marked and can be removed in one click. They are never mixed with imported data.
Lease report for a past month
Renewals for earlier months are worked out from the latest lease report. Upload the lease report of a past month here and that month's renewals are read from its own file instead. Locked months cannot be changed.
Sign in as an administrator to upload a past lease report.
Rental administrator mapping
The Renewals report groups leases by rental administrator using this mapping. Upload a spreadsheet with a Portfolio Manager column and a Rental Administrator column — the newest upload replaces the previous one. A portfolio manager missing from the mapping is listed as an RA Mapping Exception on the Renewals report and is never guessed.
Sign in as an administrator to upload the mapping.
Locked months
Locking a month saves its figures exactly as they stand at that moment. Later updates can never change a locked month — if a new update works the month out differently, the difference is pointed out on the Reporting history page so it can be corrected in WCU. Only administrators can lock or unlock a month.
Sign in as an administrator to change this.
Reporting history
No reporting periods yet
Once the first export is imported, every period is kept here so results can be compared over time.