PG Saathi
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Reports & charts

Revenue, expenses, occupancy and overdue — pulled from real data, no manual roll-up.

What it does

Two reports cover almost every owner question. `report day` returns today's collection and expected total. `report month` returns the full monthly P&L: revenue (rent only — deposits aren't counted), expenses by category, net margin, occupancy percentage, and the list of unpaid invoices.

Charts on the PWA show 6 months of revenue vs expenses side by side, plus net margin trend. ASCII bar charts today; a proper charting library is on the way once the design system lands.

Behind the scenes, every revenue number filters `kind = 'rent'` so security deposits never inflate the headline figure. This is the kind of small invariant that prevents the embarrassing `we made ₹2L this month!` followed by `oh wait, that includes the move-in deposits` correction.

On WhatsApp

  • `report day` — today's revenue and expected.
  • `report month` — monthly P&L.
  • `balance` / `all balance` — outstanding by tenant.

On the dashboard

/reports/day, /reports/month, and /charts. Pick a month and the numbers refresh.

Why it matters

Most PG owners only know if they had a good month after counting cash and reading bank statements. Real-time reports let you spot a 10% occupancy dip in week one — not in week four when it's already cost you a tenant.

Example output (live demo data)

Daily report — Shree Krishna PG · 8 May 2026

Triggered by `report day`

PG
PG Saathi
online
Collected today: ₹32,500 Expected today: ₹85,000 Verified UPI: 4 of 6 Cash payments: 3 entries Pending UTRs: 2 (₹13,500) Today's payments: • Rahul Patel (A1) ₹8,000 cash 14:22 • Mehul Joshi (A2) ₹6,500 upi 12:08 • Aadi Desai (B1) ₹7,000 cash 11:55 • Pooja Mehta (B3) ₹5,000 upi 09:40 • Vikram Shah (C2) ₹3,500 cash 08:30 • Sneha Joshi (C4) ₹2,500 upi 08:12
10:42

Monthly P&L — Shree Krishna PG · April 2026

Triggered by `report month`

PG
PG Saathi
online
Revenue (rent only) ₹2,38,000 · paid invoices 24 of 28 · partial / overdue 4 Expenses by category · Salary ₹35,000 · Electricity ₹12,400 · Cleaning ₹6,500 · Maintenance ₹4,800 · Internet ₹2,200 · Misc ₹0 ───────────────────────────────── Total expenses ₹60,900 Net margin ₹1,77,100 (74.4%) Occupancy 28 / 30 beds (93.3%) Overdue 4 invoices · ₹26,500
10:42

6-month revenue vs expenses · all PGs

PWA → /charts

PG
PG Saathi
online
Dec 25 ████████████░ ₹2,15,000 exp ₹58,000 Jan 26 ████████████░ ₹2,10,000 exp ₹62,000 Feb 26 ████████████░ ₹2,12,000 exp ₹55,500 Mar 26 █████████████ ₹2,28,000 exp ₹61,200 Apr 26 █████████████ ₹2,38,000 exp ₹60,900 May 26 █████░░░░░░░░ ₹98,500 exp ₹24,300 month-to-date (8 May) Net margin trend: 73 → 70 → 74 → 73 → 74 → 75 %
10:42

A shared sandbox PG with sample tenants, payments, expenses. Resets hourly.

What it does