Report Parameters

Common Report Parameters:

Actuals Through

Date used for comparison reports.

(Available) Budgets - Selected Budgets

All available budgets based on the user's access rights.

(Available) Portfolios - Selected Portfolios

All available portfolios based on the user's access rights; based on Selected Budgets

(Available) Buildings - Selected Buildings

All available buildings based on the user's access rights; based on Selected Portfolios

(Available) Tenants / Selected Tenants

List of tenants based on Selected Buildings.

Comparison #

All the budgets available to compare with the Source Budget. Comparisons are created at Budget Variances

Group By

Using the Source = Portfolio parameter, a report can be grouped by: Portfolio (by Building), Portfolio Total, or Building. Not applicable when using the Source = Building parameter since the report is already being grouped by building.

Notes

Suppress (default), View (default for comparison reports)

Report Date

The default is the budget start date. A user can change the start date of the report.

Source

Building (default) or Portfolio. Building runs the report based on the Selected Buildings parameters, while Portfolio runs the report based on the Selected Portfolio parameter.

Source Budget

Available budgets used for comparison reports

Value (000s)

No (default). Yes shows all values by thousands. Used to suppress large figures.

Version

Account (default), SubAccount (a secondary grouping if applicable), Budget Detail (all expansive booked detail), Budget Detail - Short (cleaner detail: no area) Report Design (row description and the sum). Detail or Summary on the Expiration Report, Leasing Activity, Occupancy Report, Rent Roll, Rent Roll w/Recoveries, and Vacancy Report. Pool Design or Detail on the Recovery Pools report. All, Variances Only, Matches Only on Rent Roll Comparison report.

Note: Although many leasing reports share common parameter with financial reports, varied parameters are used based on the content and needs of a report.

Area Measure

Leased Area or Rentable Area (set at Building Suites)

Calc Type

Overlay Actuals or Annualize Actuals on Recovery True-Up Audit report

Calculation

Monthly End or Monthly Avg on Occupancy Report

Include Vacant

No (default) or Yes on Occupancy Report

Lease Status

A list of status types; default is All

Occupancy Metrics - Selected Occupancy Metrics

Occupied area that may be different than the standard. Based on lease and/or suite types. Occupancy Metrics are created at the Budget level. Parameter assigned on the Occupancy Report and Unit Detail Report

Pools - Selected Pools

List of available recovery pools used to generate a Recovery True-Up Audit report

Sort

Suite or Tenant on Rent Roll and Rent Roll w/Recoveries reports

Start Date / End Date

Defaults to the budget start and end dates on Leasing Activity report

Term

Annual or Monthly on Expiration Report