See also How to document #702 - Running Reports
Tabs
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Owner Reports - Report, Aggregates, Contacts
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Vendor Reports - Payable Activity, Report, Aggregates, Contacts
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Miscellaneous Reports, Report, Aggregates
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Bank Reports - Bank, Report, Aggregate
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Profile Reports - Category Activity, Report, Aggregates, Contacts
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Report tab
Orientation - portrait (default) or landscape
Paper Size - letter (default) or legal
Margins - 3/4" (default), 1/4", 1/2", 3/4"
Font Size - normal (default), large or small
normal has 3/4" margins, small and large have 1/4" margin
Highlighting - None, Even (even rows are highlighted), Odd (odd rows are highlighted), Two-tone (default)
Date Selection - Date, date range or date snapshot depending on the report. Shows on the report setup screen.
Subtitle - prints below the title in normal font. Use to describe the parameters set for this particular report. Default (Date selection), Report Date (ending date), Report Date Range, Today, None.
Row Filter - none, no empty rows, only empty rows
Aggregates tab
Include
This controls the totaling and record count of numeric fields and the display of the number of entries, minimum, maximum, average and record count.
Display For
This lets you choose the breakpoints for the Include options.
• Display for Report will print at the end of the report.
• Display for All Groups will print at the end of each grouping.
Contacts tab
Phone Numbers - mark the checkbox to include
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Single Line - puts phone numbers on a single line rather than stacked
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Label Phone Numbers - add a label to the number, e.g. cell, day, night - etc.
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Maximum Phone Numbers - default is cell, day, night. For all phone numbers enter 10.
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Address - mark checkbox to include
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Single Line - puts name and email address on a single line rather than stacked
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Receivable Activity tab
This tab is available on some tenant reports.
Receivable Activity - choose the style of activity you want from the drop-down list.
Limit to Charge - you can limit the report to a specific charge code.
Limit to Account - you can limit the report to a specific account code.
Limit to Account List - you can limit the report to a specific account list.
Description - mark the checkbox next to the specific information you want to include on each line.
Financial Report tab
This tab is available on some ledger reports.
Financial Report
Report Style
Balance Sheet Current Year
| • | Summarize Current Year Earnings - All income, expense and equity account types for the current fiscal year will be summarized in the Current Year Earnings designation. |
| • | Itemize Current Year Earnings - Each income, expense and equity account code will be listed separately on the balance sheet, summarized. |
| • | Include in Retained Earnings - all income, expense and equity account codes will be wrapped into Retained Earnings rather that separated by fiscal year into CYE and Retained Earnings. |
Account Grouping
| • | None - default - no special grouping |
| • | Account Type - accounts will be grouped by their account type. |
| • | Account Section - accounts will be grouped by their account section. |
Override Accounting Method
Override Fiscal Year Start Month
Include Columns:
Dollar difference
Percentage of Income
Other Options
Show Ledger Codes
Consolidate Ledgers
Preview Account Grouping
Financial Advanced tab
This tab is available on some ledger reports.
Include Additional Account
Exclude Additional Account List
Ledger tab
This tab is available on some ledger reports.
Activity Kind
Balance Kind
Accounting Method
Accounting Year End
Limit to Account
Limit to Account List
Limit to Account Kind
Description tab
This tab is available on some ledger reports.
Include in Description
Exclude from Description
Include in Detail
Other Options
Include Extended Fields - mark this checkbox if you want to be able to use certain fields that have been added to the list like Unit Manager.
Summary tab
This tab is available on some ledger reports.
Summarize by Date
Summarize by Ledger
Summarize by Account
Occupancy tab
This tab is available on some unit reports.
Potential rent:
market rent if vacant
future rent if vacant
past rent if vacant
average of past + future if vacant
maximum of past + future if vacant
minimum of past + future if vacant
average of current, past and future
maximum of current, past and future
Rental Analysis tab
This tab is available on some unit reports.
Analysis Kind:
potential vs expected rent
actual rent
expected rent
potential rent
expected vs actual rent
potential vs actual rent
potential vs expected rent
Consolidation Kind:
Consolidation by management group
Consolidation by manager
Consolidation all
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