Introduction
With Breeze Financial Reports, you can generate standard financial reports, for example, an Income Statement, Balance Sheet, Trial Balance, as well as some other reports, for example, Cash Transactions and the Owner Statement. You can display the results on screen and export the reports to PDF and Excel.
To run financial reports
Go to Reporting > Financial Reports.
From the menu on the left, select the report you want to run. In this procedure, we use the Income Statement as an example. The other reports work in the same way.
When you select a report, the filter appears.
Complete the filter.
Owner
| If you complete the Owner field, Breeze will run the report for all the properties associated with that owner. |
Property | The property for which Breeze will generate the report. In most cases, if you select more than one property, Breeze will aggregate the data from each property. Exceptions include property comparison reports. Note: You must select at least one of the following: Property or Owner. |
Month Range | Enter the months that you want to report on. |
Show GL Account | If selected, the report will display the GL Account numbers in addition to the GL Account Descriptions, which always appear. |
Show 12 Months | This check box is only available on Cash Flow and Income Statement. When selected, the report includes a separate column for each month. If not selected, the report combines all the months of the range into one amount, displayed in one column. |
Cash Accrual | The book you want to report on. |
Click Display. Breeze generates the report and displays it on the screen.
Note: Breeze suppresses zero values automatically.
Exporting the report
The top of the report includes information about the report and options for exporting it.
Filter criteria | The most important filter criteria: property and date range. |
Export options | You can download the report as an Excel file or a PDF. You can also attach a PDF version of the report to an email message. |
Show filter | Displays the filter again. |
Drilling down
You can click any of the numbers shown in green, and Breeze will display detailed information about it.
For example, if you click the number for rent, Breeze will display the General Ledger for that account, including all the transactions in the time period.
From the General Ledger, you can drill down into the transactions.
Monthly Report Packets for Owners
You can combine different financial reports into a monthly report packet for owners. For more information, click here.