Cortex - New Reporting
Street has a brand new Reporting area. Every agency gets a set of ready-made default reports that you can filter, drill into and export. Agencies with Cortex can also chat to Cortex to build their own dashboards and charts.
Note - New Reporting is being switched on gradually, so you may not see it in your account straight away.
Getting Started
Click Reporting in the left side panel, which shows a New badge next to it. When new Reporting is switched on for your branch, this opens the new Reporting area instead of the current reports. You won't need to log in again, as Street signs you in automatically.
Note - To open new Reporting you will need a role with the permission 'Allow this user to open Street Reporting.' enabled. Company Admins have this permission by default. Anyone without it will still be taken to the current reports when they click Reporting.
For more information, see our Roles and Permissions help article.
Default Reports
Default reports are ready to use and are marked Default. They cover areas such as your sales pipeline, sales agreed, instructions, completed and fallen through sales, lettings, valuations, viewings and inspections.
You can't edit or rearrange a default report, but you can filter it, add it to your Favourites and export it. Some reports only appear when they're relevant to you. For example, Branch League Tables only shows if you have more than one branch, and the Include VAT option only shows if your agency is VAT registered.
Filtering a Report
Use the filter bar at the top of a report to choose a date range (for example Past Month, This Quarter or This Year), pick values from the drop-downs, and switch options on or off, such as Include archived properties. Your filters are remembered for each report. Click Clear all to reset them.
If you have Cortex, you'll also see an AI filter tab. Type what you want to see in plain English, for example "sales agreed last month in Altrincham", and Cortex applies the filters for you. Switch to the Classic tab to use the standard filters instead.
Tip! If a filter can't be applied to a chart, a warning icon shows by the chart's title. Hover over it to see which filters weren't applied and why.
Seeing the Data Behind a Figure
Click a point on a chart, or click View data, to see the records that make up that figure. Addresses, people and sales link back to Street and open in a new tab.
Note - Reporting data isn't live and refreshes every 30 minutes. You can see when it was last refreshed at the top of each report, next to the report name, for example 'Last updated at: 07:12'.
Exporting
You can export a chart or table, or the records behind it, as a CSV or Excel file. Large exports are prepared in the background. You'll get an Export ready notification in your notification bell when the file is ready to download, and the file is kept for 7 days.
Admins can also export a whole report as a PDF from the Manage menu.
Note - To export you will need a role with the permission 'Allow this user to export data from Street' enabled. Without it, the export options are greyed out.
Favourites and Recent
Add the reports you use most to your Favourites so they're always at the top of the side menu. To add a report to your Favourites, open it, click Manage and choose Add to favourites. To remove it, click Manage and choose Remove from favourites.
The Recent section shows the last 3 reports you viewed.
Building Your Own Dashboards with Cortex
If your agency has Cortex, you can build your own dashboards. If you don't have Cortex, you'll see an Unlock custom reports button on the default reports, where you can find out more and start a free trial. To find out more about Cortex, see our Introduction to Cortex help article.
To build a dashboard:
Click New dashboard, give it a name, and choose whether to add it to a folder.
Choose who can see it: Private, Everyone or Specific people.
Choose who can edit it: Anyone who can see it, Only me or Specific people.
Click Add widget (or Chat to Cortex in the top bar) and describe the chart or figure you want, for example "valuations by branch this year".
When you're happy with what Cortex has built, add it to your dashboard.
Each widget has a menu where you can Rename it, Move it to another dashboard, Edit with Cortex, or Copy as image. You can drag widgets around and resize them to arrange your dashboard. If a widget stops working, click Fix with AI and Cortex will try to repair it.
Note - To build or edit dashboards you will need a role with the permission 'Allow this user to build dashboards and chat with Cortex in Street Reporting.' enabled. Company Admins have this permission by default. Without it, you can still view, filter, favourite and export reports.
Switching New Reporting Off for a Branch
New Reporting is switched on for each branch by default. To go back to the current reports for a branch, head to Settings (the cog icon in the top right corner of your screen) > Branch Settings > General Settings. Under Reporting Preferences, set Reporting V2 to No and save. The Reporting link in the left side panel will then open the current reports for that branch.
Note - You will need to be a Branch or Company Admin to access branch general settings. For more information, see our Branch General Settings help article.
Street is constantly being updated. This can mean that some of these articles become slightly out of date. If you spot something that looks a little bit different to your Street account, please let us know on the live chat so we can get it updated!



