Propertyware Knowledge Base

Category » Reports

There were 6 articles found in this category:

1. Viewing and Customizing Reports
   Help Topic Sections Viewing Reports Customizing Reports Filtering Report Data Choosing Report Columns to Display Sorting Report Data Totaling Report Data Adding Charts to Reports Exporting Reports Emailing Reports Scheduling Reports for Automatic Email Publish Report Online Viewing Reports ...
2. Retained Earnings Reporting
   As of 5/12/2012, the Retained Earnings account allows for true GL account activity in addition to virtual account activity. It presents a virtual "current year earnings" account, then looks for GL account transactions to that account and adjusts the displayed balance by the amounts of those tra ...
3. Researching Source Data
   Description Propertyware allows you to click through line items in certain reports to get to the source data. Many of the financial statements available in the Reporting tab will support this functionality. Here is a complete list of reports: · Balance Sheet Detail · ...
4. Managing Published Reports
   Clicking the Manage Published Reports button at the top of the Reports tab, will open a page that allows you unpublish reports or statements that have been made available on the owner’s portal. The Manage Published Reports page displays the following: 1. Reports/Statements Filt ...
5. How can I include deactivated portfolios or buildings in a report?
   If you are viewing a report which does not have the option to include deactivated portfolios or buildings, you can modify the report's URL so that the report shows deactivated portfolios and buildings. When in the report, add the following parameter to the URL: &includeDeactivated=true ex: The o ...
6. Lease Mail Merge (Reports)
   Creating a Lease Mail Merge for Multiple Tenants at a Time Propertyware offers you the flexibility of generating a mail merge for multiple mail merge recipients at a time directly from the Reports Tab. Use the Lease Mail Merge tool to filter a group of tenants, and mass produce tenant statemen ...