Overview
The General Income Report shows general income payments that are not associated with any property. It is often used for tracking any additional income not shown in property-related reports.
The general report cannot be shared with the owner.
To access the General income report, open the Reports page from the left-side menu. Here you can find the respective card in the Financial section (if the “swimlane by type” is enabled) and will be able to mark a report as favorite to move it to the top of the section.
Filters
When viewing the Rent roll report, you can adjust the following criteria:
Date range
You can adjust your own “custom range” by choosing a start and end date to generate the report, or you can use the pre-set date range options, including all, last month, last 90 days, this year, last quarter, last year, and year-to-date.Accounting type
You can view/generate the report based on how you do your accounting. Cash type is selected by default, but you can switch to Accrual type to see transactions sorted by due date.Sub-category
Filter the report to see only invoices from certain sub-categories. The system will generate a report using all sub-categories if you have not selected any sub-category from the dropdown menu.Group
You can also group the report by “Payer/Payee” or by “Sub-category”. This option groups all transactions by the selected option and shows the totals of transactions.
Please note!
Save your selected filters for frequent use to streamline your workflow and save time.
Columns
You can personalize your report by selecting the columns you want to include. To do this, please click on the “Columns” button in the upper right corner. Here you can check the boxes next to the columns you want to be included in the report. You can also change the order of the columns with the drag & drop option. Press the “Save” button to save the changes.
At least 3 columns need to be selected to generate the report.
Previewing and Downloading the Deposits & Liabilities Report
Preview the Report
When you open the Deposits & Liabilities report, a preview will be shown immediately.
You can adjust the filters to control which data is included in the report.
If the content exceeds the screen width, a horizontal scroll bar will appear so you can view all columns.
If the report includes many rows, a “Load more” button will appear at the bottom. Click it to continue loading additional rows.
Use the “Back to top” arrow button to quickly return to the top of the page.
Included and Excluded Data
What categories does this report include?
This report includes General Income transactions only.
Included statuses:
Paid
Partially Paid
Categories not included:
Liability
Owner Contributions
Owner Distributions
Property Income
Property Expense
Tenant Charges & Fees
General Expense
Management Fees
Statuses not included:
Unpaid
Pending
Failed
Void
Waived
Canceled
Downloading the Report
To download your report:
Click the “Download report” button.
The system will generate the General Income report based on the selected filters.
You can choose to download the report as either an Excel file or a PDF file.
Note:
The Download button will be inactive if no data matches the selected criteria.
If the file is large, it will be automatically compressed into a .zip file, which you'll need to unzip before accessing the report.
Report Example:
A horizontal scroll bar allows to scroll the content of a report table to the left or right. If you're using a mouse, hold SHIFT and use the scroll wheel to scroll horizontally or simply press and hold the mouse wheel to scroll.