The menu path for AP reports is as follows: Reporting > Accounts Receivable > [Report Name], for example: Reporting > Accounts Receivable > AR Analytics.
The following table gives a description of each report.
Report Name | Description |
AR Analytics | On the AR Analytics screen, you can run four different AR reports:
|
Receivable Detail by Charge Code | For a given date range, you can view charges grouped by charge code and property. |
Charge Register | For a given date range, you can view all charges and receipts. |
Unpaid Charges | View a list of unpaid charges, grouped by property. Each row contains details about the charge, and allows easy drilldown to the Charge screen, and from there, to the Tenant screen. |
To run an AR report
Go to Reporting > Accounts Receivable > [Name of Report]. The filter appears.
Complete the filter and click Display. The report appears.
In some cases, the report appears without completing the filter. If you need to filter the results, click the filter icon (
).
To export a report
To export a report, click one of the buttons in the top right.
Excel: Breeze generates and downloads an Excel file.
PDF: Breeze generates and downloads a PDF file.
Email: Breeze opens another window, where you can compose an email message and send it with the list as an attachment (a PDF).
To drill down from a report
In many cases, you can start at a report and drill down to detail records. For example, from the Unpaid Charges report, you can drill down to individual charges by clicking anywhere in a row.