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 owners 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. |