Instantly generate a number of reports and download straight to your device or email them from the app.
Running Reports On Mobile
Step 1: Click on the reports tab on the bottom menu to navigate to the reports page.
Step 2: Select the report you want to run.
Note: You can pin or unpin your favorite reports to the top by tapping the Star icon against each report. For your convenience, Income Expense Statement, Breakdown Statement, Rent Ledger, and Tenant Ledger are set as favorites by default.
Still need access to our legacy reports?
Don't worry, we understand that change could be disruptive and that's why we've made sure our legacy reports are still accessible. Simply select the "Legacy reports" link at the top.
However, these reports won't be here forever. So, if the new reports aren't working for you, please reach out to firstname.lastname@example.org and let us know your feedback.
Step 3: Set the report filters.
Note: Each report has its own set of filters. The Income Expense Statement report for example has the standard filters (property, date range, and categories) as well as additional filters i.e. Group by, which allows you to choose if you want to organize the report by month or by property.
Step 3: Hit "Generate report" to run a report.
Step 4: Click on the icon on the top right of the screen to choose how you download or share the document.
Running Reports On Desktop
The flow is slightly different on a desktop.
Step 1: Open the menu bar on the left-hand side.
Step 2: Select the 'Reports" option.
Step 3: Select the report you want to run.
Step 4: Set the filters and hit run report.
Step 5: Save, share, or print your report.
If you want to run a report that identifies and the expenses that have been marked as a capital expense you will need to run the report as a .csv file.
This will show a column indicating which expenses are capital and which aren't.
Note: If something isn’t appearing in your report that you want to see, please check the following.
Check the Date Range filter;
Check the filter categories filter;
Make sure the expense is marked as paid;
If it is a recurring expense, future expenses will not show in the report.