The Property Management: Compliance dashboard helps you monitor key compliance and safety requirements across your managed properties.
It provides visibility of critical dates such as Gas Safety, EICR, and EPC, as well as highlighting missing data, upcoming deadlines, and potential compliance risks.
Note
We’re gradually replacing Alto’s Classic reports with the more insightful and flexible Analytics
Reports in Analytics are organised into dashboards. Each dashboard contains multiple tabs, with each tab displaying a collection of reports (charts, KPIs, and tables).
Accessing the Property Management: Compliance dashboard
- Click Reports on the main navigation bar
- In the dropdown menu, click Analytics
- Click the Property Management: Compliance dashboard
Once your dashboard is open, you can click the ellipsis (three dots) in the top right hand corner to:
- Present dashboards in a clear, visual format for meetings
- Schedule reports to be sent automatically to your inbox or team
Plus, you can hover over a chart, KPI, or table and click the ellipsis (three dots) in the top right hand corner to:
- View underlying data to explore and export detailed information
What does this dashboard show?
The Property Management: Compliance dashboard provides a structured view of your compliance data, allowing you to:
- Monitor key safety and compliance requirements across properties
- Identify overdue or missing compliance records
- Track upcoming compliance deadlines over the next 12 months
- Highlight properties at risk of non-compliance (e.g. EPC ratings)
- Filter and review data by property manager, landlord, and management type
When would I use this dashboard?
You might use the Property Management: Compliance dashboard to:
- Identify properties with overdue or missing compliance checks
- Monitor upcoming safety and compliance deadlines
- Prepare for audits or regulatory checks
- Ensure all managed properties meet legal requirements
- Identify risks such as low EPC ratings ahead of regulatory changes
Tabs within this dashboard
Gas safety
Shows data for the Gas Safe Check/Cert management date. This report excludes properties that are not Instructed, Suspended, Withdrawn or Archived.
- Overdue gas safety certificates - Shows the total number of certificates which are overdue
- No gas safety certificate due date - Shows the total number of properties that do not have a due date listed for the gas safety certificate
- Gas safety certificates due in the next 12 months - Shows a bar chart detailing how many gas safety certificates are due each month for the next 12 months
- Gas supply status for properties - Shows a breakdown of how many properties you have that need a gas safety certificate, how many don't need one, and how many this information is unknown for
- Completed and cancelled gas safety certificates in the last 12 months - Shows a bar chart outlining how many gas safety certificates were completed or cancelled by month for the past 12 months
- Gas safety due dates - Shows a table detailing all properties with their certificate due dates
Electrical safety
Shows data for the Electrical Installation Condition Report (EICR) and is based on the Fixed wire electrical installation check/cert date in Alto. This report excludes properties that are not Instructed, Suspended, Withdrawn or Archived.
- Overdue EICR - Shows the total number of EICRs which are overdue
- No EICR due date set - Shows the total number of properties that do not have a due date listed for the EICR
- EICR due in the next 12 months - Shows a bar chart detailing how many EICRs are due each month for the next 12 months
- Completed and cancelled EICR dates in the last 12 months - Shows a bar chart outlining how many EICRs were completed or cancelled by month for the past 12 months
- Property EICR due dates - Shows a table detailing all properties with their EICR due dates
EPC
Based on EPC Test/Cert date in Alto. This report excludes properties that are not Instructed, Suspended, Withdrawn or Archived.
- Overdue EPC - Shows the total number of EPCs which are overdue
- No EPC due date set - Shows the total number of properties that do not have a due date listed for the EPC
- EPC due in the next 12 months - Shows a bar chart detailing how many EPCs are due each month for the next 12 months
- EPC ratings - Shows a donut chart detailing how many properties you have with each EPC rating and how many this is unknown for
- potential or EPC rating of C or above - Shows a bar chart detailing how many properties at band D to G have a potential rating of below C or of C or above
- Overdue EPC on 'vacate in progress' properties - Shows the total number of EPCs which are overdue for properties with the tenancy status of 'vacate in progress'
- No EPC date set on 'vacate in progress' properties - Shows the total number of properties with the tenancy status of 'vacate in progress' that do not have a due date listed for the EPC
- EPCs due in next 12 months on 'vacate in progress' properties - Shows the total number of EPCs that are due for properties with a tenancy status of 'vacate in progress'
- Completed and cancelled EPC dates in the last 12 months - Shows a bar chart outlining how many EPCs were completed or cancelled by month for the past 12 months
- EPC due dates - Shows a table detailing all properties with their EPC due dates
Critical dates
Shows data on all critical dates you have set up in Alto. This report excludes properties that are not Instructed, Suspended, Withdrawn or Archived.
- Overdue critical dates - Shows a bar chart detailing how many of each of your critical date types are overdue
- No due date set on critical date type - Shows a donut chart detailing the total number of each type of critical date with no due date listed
- Critical dates due in the next 12 months -Shows a bar chart detailing how many of each type of critical date are due each month for the next 12 months
- Completed and cancelled critical dates in the next 12 months - Shows a bar chart outlining how many critical dates were completed or cancelled by month for the past 12 months
- Critical dates due - Shows a table detailing all critical dates for all properties with their due dates
Management dates
Shows data on all management dates you have set on a property, tenancy or tenant. This report excludes properties that are not Instructed, Suspended, Withdrawn or Archived.
- Overdue management dates - Shows a bar chart detailing how many of each of your management date types are overdue
- No due date set on management date type - Shows a donut chart detailing the total number of each type of management date with no due date listed
- Management dates due in the next 12 months - Shows a bar chart detailing how many of each type of management date are due each month for the next 12 months
- Completed and cancelled management dates in the last 12 months - Shows a bar chart outlining how many management dates were completed or cancelled by month for the past 12 months
- Management dates due - Shows a table detailing all management dates for all properties with their due dates
Did you know...
You can learn more about the different features of Alto Analytics on Alto Skills - click here to find out about our standard Analytics features or click here for advanced Analytics
If you have other questions about Analytics, you can book a 30 minute Q&A session here with one of our Solutions Specialists to find out more
-
Related Help Centre articles that you may find useful.
-
Related e-Learning/video training as part of Alto Skills. Alto Skills offers self-paced digital learning in the form of skills.