Module

Reporting

Every report on screen and as a PDF, assembled into the monthly package your owners and lenders expect.

Book a walkthrough All features

What you can do

Set parameters, then run

Every report works the same way: choose your dates and filters, click Run. Nothing loads a report you did not ask for.

Print anything

Every report renders to a PDF that looks like a report rather than a screenshot of a web page.

Monthly report packages

Build a package once from any set of reports, then produce it each month as a single PDF with continuous page numbering.

Manager reporting

The package a property manager needs for their own properties, scoped to what they can see.

Variance comments

Annotate the figures that need explaining, so the package answers the question before it is asked.

Excel add-in

Pull account balances and period figures straight into a spreadsheet for the models that will always live in Excel.

Reporting API keys

Machine-to-machine access for a BI tool or a warehouse, without handing out a person's login.

The reports themselves

Property management, AR, AP, and GL reporting, all runnable for one property, a portfolio, or the whole book.

Property management

Rent Roll, Commercial Rent Roll, Vacancy, Lease Expiration, Security Deposits, Properties, Cash Journal, Cash Receipts Batches, Activity Reconciliation, AR Aging.

Accounts payable

AP Aging, Vendor Profile, Check Register, Expense Distribution, 1099 and 1096.

General ledger

Balance Sheet, Balance Sheet Comparison, Income Statement, 12-Month and Trailing-12, Budget vs Actual, Trial Balance, GL Transactions, GL Detail, Departmental Matrix, Chart of Accounts.

Setup and reference

Chart of Accounts, Charge Codes, Landlords, Owners — the reference lists somebody always needs to hand to an auditor.

Related

General Ledger CAM Reconciliation Properties and Units