Financial Templates

All financial reports are custom built at the Client level by a Client Administrator (Client Admin Reports), where Formulations (Type = Reporting) are created and report templates are assigned. Once created and assigned to Client Admin Roles & Permissions and Client Admin User Security, they are listed in the tree view pane of the Reports section where reports are generated. In addition, if the "Quick Pick" parameter (Yes) is assigned, the report will appear in the sliding pane at the Building level.

Account Detail

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Annual Comparison Columns

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Budget Notes

Annual account totals with notes or notes only

Comparison - Tenant Financial

This report only will display tenant driven data from the Rent Roll Tab. It only looks at Charge Code book to accounts applied to tenant charges, recoveries, and capital.

Monthly columns with annual total and $PSF amounts; compares source budget income (top row), by charge code, to comparison budget (bottom row); summary comparisons by charge type plus final building grand total comparison round out the Report.

Comparison (3 Yr. Quarterly)

Three sections for a 3-year budget. 1st section displays quarterly data plus an annual total for the base budget compared to the annual total of the comparison budget. Differences displayed in $ and %. 2nd section formatted like the first but consists of budget year 2 data compared to budget year 1. 3rd section includes budget year 3 annual total compared to budget year 2 annual total.

Comparison (3 Yr.)

Three sections for a 3-year budget: 1st section compares annual totals (base budget less comparison budget), $ variance & % variance. The following 2 sections compare year 2 vs. year 1 and year 3 vs. year 2 of the base budget, respectively.

Comparison (Annual 2)

Base budget compared to 2 additional budgets. Annual and $PSF totals compared across the three scenarios.

Comparison (Annual 3)

Base budget compared to 3 additional budgets. Annual and $PSF totals displayed across the four scenarios with differences reflected as % increase or decrease.

Comparison (Annual 4)

Base budget compared to 4 additional budgets. Annual and $PSF totals displayed across the five scenarios with differences reflected as % increase or decrease.

**Comparison (Annual 5)

**Attribute Portfolios report template

Comparison (Annual)

Base budget annual and $PSF total compared to same metrics from a comparison budget. The report includes variance $amounts, $PSF, % differences and notes entered on the Variance tab.

Comparison (Cur-YTD)

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Comparison (Monthly)

Monthly columns with annual total and $PSF amounts. Compares the base budget (top row) to a comparison budget (bottom row).

Comparison (Monthly/Annual)

Monthly columns with annual total for the base budget compared to comparison budget annual total. Variances displayed as $ and %.

Comparison (Quarterly)

Quarterly comparison between the base and comparison budget with quarterly and annual totals in $ and $PSF across the top. Compares source budget (top row) to the comparison budget (bottom row).

Comparison (Semiannual)

Semiannual comparison between the base and a comparison budget with semiannual and annual totals in $ and $PSF across the top. Compares source budget (top row) to the comparison budget (bottom row).

Custom Comparison (Annual 2)

N-Year reports only

LTF Yearly

Available for Budget Type = LTF. Columnar yearly totals.

Monthly

Monthly columns with annual total and $PSF amounts for each account.
Multi-Way Comparison Four comparisons with the selection of eight budgets. Annual, Quarterly, Monthly, YTD. Amounts and variance percentages.

Multi-Way Comparison

Four comparisons with the selection of eight budgets. Annual, Quarterly, Monthly, YTD. Amounts and variance percentages.

Quarterly

Quarterly and annual totals in $ and $PSF across the top.

Semi-annual

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Yearly

Multi-year report displaying 10 years annual plus “Thereafter” if needed.

**Variance Comparison Quarterly

content pending