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Top Reports for Portfolio Managers

Explore these sample Kardin reports designed to streamline your portfolio management. These reports offer a comprehensive view of financial performance and key metrics, enabling informed decision-making and effective asset management.

   Also, watch this short Budget Byte video about an easy tip for drilling down in Portfolio reports. More Budget Bytes

Monthly-Detail-Report

Monthly Detail Report

If all properties are either using a standard Master COA or mapped to a standard Master COA, you can roll it up in a Portfolio and view the monthly detail or summary.

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Portfolio-Variance-Report

Variance Report

Variance reports may compare two or three periods with explanations on the entire portfolio.

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Portfolio-Select-GL-Report

GL Schedule Report

Asset Managers can drill down to any GL account and view the individual line items for all properties in a portfolio.

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Portfolio-Leasing-Absorption

Lease Absorption Report

Leasing Reports are included with the Portfolio suite of reports, one of which is Leasing Absorption.

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Lease-Expiration-Detail

Lease Expiration Detail

Review expiration dates, property statistics, and other information for leases for a specified time period.

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Performance-Summary-Export

Performance Summary

This export report consists of four sheets: two for setting data parameters and two for presenting data, including KPIs and detailed analysis.

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