The menu path for Commercial reports is as follows: Reporting > Commercial > [Report Name], for example: Reporting > Commercial > Lease Options.
The following table gives a description of each report.
Report Name | Description |
Expense by Account | Displays the total expenses (within a date range) for each expense account and compares it to prior periods and budgets. You can filter by expense pool, if you are troubleshooting a recovery reconciliation. From the totals you can drill down to transactions. |
Expense by Transaction | Displays payments within a date range. You can filter by expense pool, if you are troubleshooting a recovery reconciliation. |
To run a commercial report
Go to Reporting > Commercial > [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 Expense by Account report, you can drill down to transactions.