Guide: Property Overview Dashboard & Report

The Property Overview Dashboard & Report displays portfolio data at a property level and allows users to export the general property data.

Maintaining building information is a never-ending project.  This view of your Backpack data allows you to not only view the data but also export it into a CSV or PDF for internal use and distribution.

This report puts valuable information at your fingertips including:

1. Breakdown of property by main use type.

2. A map that displays property location by region

3. Contact information for each property including from the Asset Manager to the Engineer.

Sections in this Guide:

Learn how to view the report.

Learn how to filter the report. 

Learn how to understand the report.

Learn how to download the report.

To View the Report: 

STEP 1: 

Login to Backpack and navigate to the 'REPORT' dropdown menu on the left-hand side. Select ' PROPERTY OVERVIEW'.   The report will populate all properties in your portfolio.  To filter data, 

To Filter the Report: 

There are multiple ways to filter the report. 

• Property Type - check the box(es) next to the data you would like to display
• Fund (if applicable) - check the box(es) next to the data you would like to display. If the dropdown is blank, none of the properties in the portfolio have a designated fund. Contact support@backpacknetworks.com to add funds to your portfolio.
• Market (if applicable) - check the box(es) next to the data you would like to display. If the dropdown is blank, none of the properties in the portfolio have a designated market. Contact support@backpacknetworks.com to add markets to your portfolio.
• Asset Manager (if applicable) - check the box(es) next to the data you would like to display. If the dropdown is blank, none of the properties in the portfolio have a designated market. Contact support@backpacknetworks.com to add markets to your portfolio.
• Advanced filter - - check the box(es) next to the data you would like to display. If the dropdown is blank, none of the properties in the portfolio have a designated market. Contact support@backpacknetworks.com to add markets to your portfolio. 

To apply a standard or advanced filter:

Select the desired filter dropdown, and check/uncheck the boxes you wish. Utilize the CLEAR ALL button to reset the view to display all properties in the portfolio.

Below is an example of toggling on/off the Property Type filter. 

Note: Filter selections can be individually selected/removed, or cleared by using the 'CLEAR ALL' button.

Understanding the Sections in the Report

Property Overview & Rollup Section

This displays the property data by property type in a circle graph as well as a map that shows the location of each property.  Some important informaiton:

1. Property type indicates the MAIN use type according to Energy Star guidance

2. The map is divided into four regions as determined by CoStar, those regions are >>>>>>>>>>>>> ADD >>>>>>>>>>>>>

3. The data displayed is pulled directly from each building, if data is incorrect navigate to the individual building or contact the Backpack support team for assistance.

Building Breakdown Section:

In this section you can view detailed information about each building.  This is the data behind the metrics at the top of the report as well as additional information.

The building-level information within the portfolio can be displayed in two ways, either in a card or block format, or in a table format. Each card/table row represents data for a single property. 

Card view example using compliance data:

Table view example using compliance data:

Downloading the Report

There are two options to download the report:

1. Select the DOWNLOAD REPORT button in the top right hand corner of the report page to download a PDF of the report data. If the report is filtered, only the filtered data will be displayed in the report.
2. Click the download ICON to the right of the CARD/TABLE options to download a CSV of the report data. If the report is filtered, only the filtered data will be displayed in the repor

Table view example using compliance data dashboard:

Want to learn more? Reach out to our team at support@backpacknetworks.com.