PlatformReports
Reports on your own templates
Board papers, gateway reports and landowner letters built from the Site's live figures on templates your team already uses.
Your templates
Use your own layouts and merge fields, in Word or PDF.
The figures on screen
Reports read the same computed figures as the Site page.
Letters at scale
One landowner letter template, one merged PDF to print.
Generated from the Site, not retyped
Reports read the selected scenario's figures, so the GDV, land value and homes in the paper match what the team sees in Harold.
Landowner letters in a batch
Write one letter with merge fields, generate every letter in a campaign as a single print-ready PDF and mark them as sent.
Gateway reports, compiled for you
When a Site enters a stage, Harold can compile its stage report and send it to the person who approves the move.
How teams use Reports
Board and committee papers
Generate a finished report from a Site's own figures in your template, ready to export.
Your house style
Build templates once with merge fields and use them on every Site.
Landowner mailings
Draft and print a batch of personalised landowner letters from a canvassing list.
Buyer campaigns
Send a Site's pack to every buyer whose requirements fit, each email written for its recipient.
Works with your tools
See all connectors
Can we use our existing report templates?
Yes. Templates are built in Harold's report studio from your layouts, with merge fields for the Site's data.
Do letters get posted for us?
No. Harold generates the letters as one PDF for you to print and post, then records them as sent.
