Reports Form
General Information about the Reports Form
Buttons and Folders Act as Hyperlinks
See Report Examples by Clicking on Report Names

The open folder is the REPORTS Building Financial Folder

In this section you can view and print financial reports about your buildings. You can choose on most reports to have a simplified or more detailed version. For more detail, click the "Detail" box near the bottom, middle of the form, for less detail, click again to remove the check mark.

From the "By Building List" box, you can choose to run a report based on the building list or by the owner list. For example, you may want a Profit/Loss Report for one owner. The report chosen will show that owner’s percentage of the total profit and loss. Or you can choose the same report for one unit. In this case, choose the unit from the building list.

Income By Categories

All income from a building, unit or all properties, separated into income categories.

Building/Unit Expenses

Detail of all expenses for a chosen building, unit or all properties, in chronological order.

Expense By Categories

Expenses divided into the categories previously chosen on the Chart of Accounts.

Depreciating Expenses

A list of all expenses you marked as being depreciated and the date the depreciation began.

Profit/Loss Statement

Income minus expenses for any date range chosen.

Net Income

All income minus expenses for a unit, building, or all properties.

Rent Roll

A current list of all unit addresses, with tenant name, rental amount, security deposit and lease begin and lease end date. Totals for each building chosen.

Bank Deposit Report

All cash, checks, and credits collected from rental income, security deposits, and other miscellaneous income.

To choose a date range

Type in the beginning and ending date range for the report you choose. If you leave this form blank, all dates will be included.

To choose a building or unit for this report

Click on the desired choice in the building hierarchy.

To have any of the above reports be owner specific

Select "By Owner" from the Pick Building Box. Highlight the appropriate owner from the owner list that appears on the right.