🎯 Goal
Understand the reporting options Kato offers, what's built in, what requires a bolt-on, what's for internal team review versus client-facing, so you can pick the right reporting tool for the moment.
❓ Why
Kato has multiple reporting surfaces: interest schedules, availability reports, insights dashboards, campaign reports, and exports from the transaction libraries. They each answer different questions. Knowing which to reach for saves you rebuilding reports outside of Kato and keeps client-facing output consistent and professional.
🔍 Overview
Kato reporting breaks into five main surfaces:
Interest Schedules - the live enquiry report shared with landlords on a disposal
Availability reports - longlists and shortlists shared with occupier clients with requirements
Agency Insights (BOLT ON) - dashboard-based analytics across your agency and team's activity
Campaign reports - email campaign performance analytics
Lease / Sales exports and comp schedules - transaction-based comparables
Demand Insights (BOLT ON) - Demand data from across your society marketplace
📊 Interest Schedules - for landlord reporting
Shared live via Kato, or exported to Word/Excel. Updates in real time as matches progress. Use for:
Weekly landlord updates
Marketing meetings (try Present Mode for clean screen-share)
Deal progression visibility across joint agents
📊 Availability reports - for occupier reporting
Shortlists and schedules delivered to tenant-rep clients via email, digital client login, PowerPoint, or Excel. Use for:
Shortlist delivery
Side-by-side property comparisons
Interactive client portals
📊 To create a custom template for your reports, just reach out to your account manager to explore options and existing templates.
📊 Agency Insights (BOLT ON) - for internal team reporting
Dashboard-based analytics across your agency's disposals, viewings, transactions, and requirements. Comparable to previous periods. Use for:
Team performance reviews
Leadership pipeline oversight
📊 Campaign reports - for marketing performance
Opens, clicks, bounces, recipient-level activity for each email campaign sent. Use for:
Following up on engaged recipients
Managing bounces and list hygiene
Benchmarking subject-line and send-time performance
📊 Transaction exports - for comparables and benchmarking
Export filtered lease or sale records as spreadsheets or formatted comp schedules. Use for:
Valuations and rent reviews
Client pitches with market evidence
Internal benchmarking
📊 Demand Insights (BOLT ON) - Demand data from society marketplace
Cut, carve and compare the entire demand side of a marketplace across multiple filters and categories:
Demand Trends across time periods
Sources of Demand by sector
Demand by Fit-out type
Demand changes by Location/ Size/ Timing
✅ You've done it when…
You know which reporting surface to use for each scenario - no more exporting raw data into Excel to build a report Kato already produces.
💡 Common mistakes & pro tips
For client reporting, prefer Kato's native reports over spreadsheet exports. They're branded, consistent, and live.
Use Present Mode in landlord meetings. It strips the admin chrome so the schedule is front-and-centre.
Agency Insights is for leadership. If you're running a team, it's your weekly number-gathering tool.
Don't duplicate work. If a report exists in Kato, don't rebuild it in Excel.
❓ FAQs
How can I run a report to show me sold or let properties still published to our website?
You can achieve this by using filters within the 'Disposals' section. Look for the filter titled “Published to,” which will provide you with all publishing options. Once you select the “Website” option, you’ll see a breakdown of all the disposals currently published online. If you have our Pro account, you’ll also have the ability to download this information for your internal records.
Please could I receive a full download of all our properties on Kato?
To download all your properties, go to your account in Kato, navigate to the 'Disposals' section, and select the "All" saved view. From there, you can export all the properties and customise the columns to display the data you want to see.
When extracting disposal data from Kato into the Floor Units report a large number of the property IDs are missing from the report, how can we fix this?
This issue typically occurs when the disposals don’t contain any floor units. Please double-check to ensure that’s the case. If the problem persists, don’t hesitate to reach out to a support team member for further assistance.
When I try to export my requirement report for my Team, I get an error, how can I download this report?
Kato can successfully pull reports with up to 10,000 records. If you’re trying to export a report with more than this, you may encounter an error, or it might take a bit longer than usual. To ensure your report is available on the same day, we recommend using filters to break down the report into smaller batches. Kato is actively working on improvements to increase export capacity, so keep an eye on our updates for the latest news.
💬 Need Help?
📞 0203 772 8898