Financial Export

Unlike Export Expenses, Financial Export results includes detailed inputs like Named Rates and % of Line Items.

Directions:

1. Click the "Financial Export" button on the toolbar; the window appears:
   • Source
     • Building - Export based on Selected Buildings; for a subset of buildings in a Portfolio, not for an entire Portfolio. Select portfolio(s) and then buildings.
     • Portfolio - Export based on Selected Portfolio. Do not move over buildings when Source = Portfolio, the entire selected portfolio will be included in the export.
   • Export Type options: Excel (.xlsx), Microsoft Access Database (.mdb)
   • Export Group
     • Account - Available Accounts populate the bottom pane.
     • Subaccount - Applicable if Chart of Accounts Include SubAccount = Yes.
     • Formulation - Available Formulations populate the bottom pane.
     • Budget Detail - Line by line account detail.
       • Amounts are not rolled-up.
       • Returns actuals if they exist.
     • Budget Detail Leasing w/Vacant
   • Term - 12, 24, 36, or 48 months
   • Available Portfolios > >> << < Selected Portfolios
   • Available Buildings > >> << < Selected Buildings
   • Available Formulations/Accounts/SubAccounts > >> << < Selected Formulations/Accounts/SubAccounts
   • Status
2. Enter applicable detail and click "Begin Export." In the Status field, the application will cycle through all of the necessary tables: Generating file, please wait. When finished, the user can download the file in either the .xlsx (Excel) or a .mdb (Microsoft Access Database) format based upon the assigned Export Type parameter.
3. Next, "Click here to download the file." The user is then prompted to "Open" and/or "Save" the file locally.

Note: If running the export over an entire Portfolio, all buildings must have the same Actuals Through date for the export to return overlayed actuals.