Intent REI OS

Signed-in user

Account Menu

4 sections

Account Menu systemReportsReports and custom export views

Signal wire

My Work: Assigned work, deadlines, and daily prioritiesAdmin Settings: Users, permissions, master data, and system settingsEntity Management: Legal entities, ownership structure, and CPA entity exportsOnboarding: Internal onboarding and setup workflowsData Quality Center: Duplicate, missing, and inconsistent dataBackup / Export Center: Backups and export packagesSystem Health / Test Center: System checks and test dataSystem Map: Operating system architecture mapReports: Reports and custom export viewsKnowledge Base: Operating knowledge and internal referenceDocuments: Project and company document managementContractor / Vendor Portal: External contractor and vendor accessMy Work: Assigned work, deadlines, and daily prioritiesAdmin Settings: Users, permissions, master data, and system settingsEntity Management: Legal entities, ownership structure, and CPA entity exportsOnboarding: Internal onboarding and setup workflowsData Quality Center: Duplicate, missing, and inconsistent dataBackup / Export Center: Backups and export packagesSystem Health / Test Center: System checks and test dataSystem Map: Operating system architecture mapReports: Reports and custom export viewsKnowledge Base: Operating knowledge and internal referenceDocuments: Project and company document managementContractor / Vendor Portal: External contractor and vendor access

Reporting center

Owner snapshots, project status packets, financial reports, audit trails, external access activity, and custom reporting cadence.

ReportsWorkspace synced1 report packages

Loading reports

UpdatedAwaiting refreshTenant pending

Projects0Preview project scope

Open Items0Open operating items

Reports0Scheduled custom reports

Active0Currently active cadence

Delayed0Past next-due date

Packages1Owner/project/finance/audit/access packages

Report packages

Owner, project, finance, audit, access, and custom schedules

PackageTypeRowsStatusAction

Owner Weekly SnapshotExecutive KPIs, owner decisions, calendar, AP, loans, permits, construction, compliance, wholesale, assets, and recent activity.owner-weekly-snapshotOwner Packageowner_weekly_snapshot0source rowsPreviewOpen source/owner-reports

Export suite

Owner Weekly Snapshot

Package

Active projects0Projects still active in the hosted project tracker.

Open work0Open operating items surfaced for owner review.

Audit evidence0Audit evidence and export history available for review.

Owner package

Owner Weekly Snapshot

Active projects0Projects still active in the hosted project tracker.

Open work0Open operating items surfaced for owner review.

Audit evidence0Audit evidence and export history available for review.

Project packet

Select project

Project

Custom reports

Cadence, audience, owner, and next due date

ReportAudienceCadenceStatusDue

No custom reports are scheduled yet.Create a report cadence to track who gets which owner, finance, project, audit, or compliance report and when it is due.

Add custom report

Reporting cadence

Report IDStatusReport nameCadenceDayDepartmentAudienceOwnerNext dueNotes

Connected tools

Report sources

Admin SettingsRole access, report permissions, and distribution setup

System MapRoute inventory, ownership map, and package traceability

Data Quality CenterAudit cleanup, repair previews, and data readiness

Knowledge BaseRunbooks, SOPs, and reusable report context

DocumentsDocuments, signed links, and export packet source files

Entity ManagementEntity, ownership, tax, CPA, and legal package context

Owner ReportsOwner-facing snapshot and priority brief

Backup / Export CenterBackup, exports, migration prep

Project WorkspacePer-project packet and closeout evidence

FinanceFinancial report source data

System HealthAudit and route/API health