Generating reports is vital to the efficient management of your properties. You can think of reports as tools to examine and evaluate your data. Reports can give you the information you need to solve problems, make informed business decisions, and better manage your properties. Reports can show small details, like a telephone number, or they can communicate a comprehensive overview, such as business profitability.
The following procedure is generic, but we use the AR Aging report as an example.
To generate a report
Select Reporting > [Report Category] > [Specific Report], for example, Reporting > Accounts Receivable > AR Analytics. The filter appears.
Complete the filter. In this example shown above, we selected:
Property: Madison Apartments
Report Type: Aging Detail
As of Month: 12/2022
If a filter field is left blank, Breeze includes all options. For example, we didn't select a tenant, so Breeze will show all the tenants at the selected property.
Click Display. The filter disappears, and the screen displays the report. For this article, we divided it into two screenshots.
Left side of screen:
Right side of screen:
From the screen, you can export the report to Excel or PDF. You can also email the report.
Note: You can export most reports to Excel or PDF to print them as needed. You can also email the report.
To view the filters again, click the Show Filter button.