Owner reporting / Evaluation guide
What information helps resolve a CREx OS reporting question?
Identify the property, report, reporting period and source version involved. Explain the expected result and the difference you can see. Confirm the authorized support route before sharing confidential documents or personal information.
By CREx Software · Editorial review 2026-10-18
Locate the source of the question before changing a figure.
A reporting difference can arise from a source revision, an accounting-basis difference, an account mapping or a scope limit. Separate those possibilities and keep the original report available for the responsible reviewer. Do not assume the display date is the source period.
What to confirm before choosing the scope
| Requirement | What to confirm | What to retain |
|---|---|---|
| Reporting difference | Name the property, entity, report and relevant field. | Keep the source version and expected definition. |
| Refresh question | Identify the source package and last available period. | Check the agreed cadence and source responsibility. |
| Mapping question | Identify the source account and reporting destination. | Request review of the treatment and affected period. |
| Access request | Explain the role and information needed. | Use the account's approved authorization route. |
| Plan or support scope | Identify the requirement and existing agreement. | Confirm the relevant entitlement and owner with CREx. |
These are buyer and reviewer questions. They do not claim that the checks run automatically in CREx or establish a missing capability in another product.
Fictional review example
A source question to work through
A figure in a quarterly package differs from a later revised monthly file. Include both dates and versions in the support request so the reviewer can determine whether the comparison uses the same basis.
Record the source, affected output, person responsible and next review date. Keep an unanswered item open until the appropriate reviewer accepts its treatment.
Where CREx fits
CREx OS is the portfolio data and reporting foundation beneath CREx Intelligence. Agree source coverage, reporting definitions, delivery expectations and review responsibilities for your account. Confirm the specific AI environment and available capabilities in the proposal. Your team reviews the evidence and makes the decision.
Eligible CREx OS accounts include support from the CREx team. Work with a named CREx operator to agree reporting responsibilities, shared capacity and coverage for your account.
Core is separately scoped Consulting for bespoke data projects. It is separate from the data foundation included in OS.
Questions to bring to the discussion
Does a source-system change appear immediately?
Can support change a property manager's source record?
Continue with the relevant guide
Discuss your requirements
Bring the source question.
Start with the manager roster, reporting purpose and open questions. We can discuss the relevant CREx scope and what needs confirmation.
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