Top Reports for Property Managers
Here, you’ll find examples of some essential reports designed to streamline your property management tasks. These reports help you effectively track budgets, leasing activities, and financial performance, ensuring you have all the data you need at your fingertips.
Also, watch this short Budget Byte video about an easy tip for drilling down in Portfolio reports. More Budget Bytes
Leasing Activity by Date
Shows leasing activity for the budget period by date of the lease assumption commencement.
View PDFRecoveries Calculation
Shows, by tenant, all the recovery calculations including CAM, tax, insurance, and utilities. This report includes “Approved by: _______” at the bottom.
View PDFTenant Statement Combined
This report includes tenant statements with recovery calculations, ready for distribution. The statements feature options for calculating sales tax and adding notes or comments.
View PDFReforecast - Detail Report
12-month GL-level variance comparison - original budget vs. actuals.
View PDFCombined Variance Detail
Combines GL-level year-to-date and 12-month comparison - original budget vs. reforecast.
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