Standard Reports

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Real Estate Manager includes a robust Reporting function that consists of several standard reports which can be generated, saved, and downloaded. The data is displayed within the workspace once you select your report parameters and from here you may save and/or download the report. 

Asset Reports

All the reports listed on the Asset Reports tab include data and information pertaining to specific assets within your real estate portfolio.

Asset Information Report

This report contains data for all fields included when entering a new asset. If there are any custom fields that have been configured for particular Asset Types, those will be included in this report as well.

Asset Schedule

This report generates a comprehensive asset listing which is divided by country and then further grouped by state/province. Additional data contained in this report is similar to the Asset Information Report, as all fields included for new assets, along with any custom fields configured, are listed.

Grouped Asset Information Report

This report also includes all asset detail fields and any custom fields configured for an Asset Type and groups the data by country, state/province, and Business Unit.

Grouped Asset Schedule

This report is a comprehensive asset listing similar to the Asset Schedule Report, but assets are grouped by country, state/province, and Business Unit.

Tenancy Schedule

This report is a listing of any assets where there is a receivable contract attached. It includes information on the asset as well as some contract details and critical dates.

Asset File Report

This report is a list of all assets with files attached, along with the filename.

Asset Task Report

This report lists any asset with associated tasks and includes information on what the task is, due dates, and who the task is allocated to.

Rental Liability Report

This report shows a breakdown of costs for assets, including review costs and per annum costs through the life of any contract.

Consent Approval Report

This report lists any consents that have been entered for the asset and gives details on the status of those consent approvals.

Asset Insurance Report

This report lists details on any insurance certificate information that has been entered for an asset.

Contact Custom Field Report

This report lists details for contacts associated with assets.

Compliance Reports

This grouping of reports contains data pertaining to compliance and compliance status.

Compliance Report by Country and State

This report lists asset compliance status, grouped by country and state/province.

Compliance Report by Asset Status

This report lists asset compliance status, group by asset status.

Contract Reports

Contract reports contain data pertaining to all Contract Types and any associated costs.

Critical Contract Dates

This report lists all critical dates for assets and contracts, including expiring contracts, upcoming reviews, unexercised options, and holdover periods.

Critical Tasks

This report lists all overdue and upcoming critical tasks, grouped by days until due.

Asset Contract Report

This report lists contracts and associated costs, grouped my country and state/province. Each cost will have its own line item for each contract.

Comprehensive Contract Export

This report lists contracts with all details, including any custom fields configured for the Contract Type, and costs associated with the contract.

Lease Accounting Significant Contracts

This report lists all contracts that meet the lease accounting significant reporting standards according to the configuration of Contract Types.

Contract Liability

This report lists contracts and the associated liability, including yearly cost breakdowns.

Contract Summary

This report summarizes each contract and includes all contract details including any custom fields configured for Contract Types. This report also includes totals for area, cost, and cost/area unit.

Financial Reports

The reports in this category deal with information regarding forecasting, budgeting, and expenditure.

Monthly Journal

This report lists details of monthly costs for a specific month during a financial year.

Invoice Field Report

This report lists invoice details for a selected custom field.

Annual Expenditure Report

This report breaks down total annual expenditures by month.

Financial Control Budget Report

This report projects known and unknown costs into yearly totals.

Generating a Standard Report

1. From the Top NavBar, select Reporting.

2. In the Reporting workspace, select the tab that contains the report you wish to generate.

3. Once on the appropriate tab, click on the report that you wish to generate.

4. Select the appropriate search filters.

   Note: Different reports have different search filters. See the table below for a list of the various filters used for different reports.

5. Some reports allow adding additional filters based on Custom Fields that have been configured for certain master data. To add an additional filter, click Add Filter.

6. In the additional search criteria row, click Add Filter again.

7. In the pop-up, select the Custom Field you want to include as a parameter from the drop-down.

8. Now that field is part of your search criteria, and you may finish selecting all of your parameters.

9. Click Generate Report. The data will display below the search criteria.

Downloading a Report

Any report generated may be downloaded as an Excel workbook and saved locally.

1. From the Top NavBar, select Reporting.

2. In the Reporting workspace, generate the desired report.

3. Once the report has generated, click the Download icon in the top right of the Search Filters.

4. The report will be downloaded as an Excel workbook.

Saving and Viewing a Saved Report

Any report generated may be saved to allow other users to access it.

1. From the Top NavBar, select Reporting.

2. In the Reporting workspace, generate the desired report.

3. Once the report has generated, click the Save File icon in the top right of the Search Filters.

4. In the pop-up, enter the Report Title.

5. Then enter a Report Description.

6. If you want all users to be able to view the report, check the box to allow all users to view report.

7. Click Save.

8. The report is saved and will display as a Saved Report on the relevant report tab.

9. To view the report, click the saved report link.

Deleting a Saved Report

1. From the Top NavBar, select Reporting.

2. In the Reporting workspace, go to the reporting tab where the saved report may be found.

3. Click the Delete link next to the report name.

4. Click okay in the confirmation box to delete the report.

Search Filter Options

Option	Default	Description
Commonly Used Filter Options
Ownership Types	All ownership types	Owned, Leases, Mixed Ownership
Business Units	All business units	Internal operating and reporting group
Legal Entities	All legal entities	Organization or company recognized as having fiduciary responsibility for the lease. This may or may not be the same company named on the contract as Lessee.
Asset Status	All non-archived assets	Indicates the operational status or archived if no longer active
Search Term	All results	Enter any keyword(s) to use to filter returned data.
Asset Location	All locations	Jurisdiction where the Asset is located
Asset Types	All asset types	Grouping of property types that have similar characteristics defined in Administration/Asset Types
Asset Fields To Display	All asset details	Data fields for display on the report
Asset Task Report
Task Categories	All Categories	Groups of activities (Tasks)
Allocated To	Any user	List of users in particular environment
Completion Status	All	Status of a Task
Rental Liability Report
Contract Currency	Afghani	Monetary currency
Contract Type Categories	All Contract Categories	Grouping of similar contract types, outlining common characteristics
Contract Type	All contract types	Type of Contract defined in Administration/Contract Types
Contract Cost Category Groups	All Contract Cost Categories Groups	Grouping of similar cost types, outlining common characteristics in a binding legal agreement
Cost Category	All Cost Categories	Grouping of similar cost types, outlining common characteristics
Show	Payable Contracts	Indicator for Payable or Receivable Contract
Show Archived Contracts	Hide Archived Contracts	Function to not display Archived Assets on the report
Report Year	2021	Indicator for the reporting year
Report Range	10	Number of years for reporting
Show Other Costs Summed	No	Function to total other costs on the report
Exercise Future Options	No	Indicator for whether the report should incorporate exercising of contract options
Action All Future Reviews	No	Indicator for whether the report should incorporate results of reviews in future periods
Contact Custom Field Report
Get Contacts From	All Records	Indicator whether the Custom Fields should use Contacts from Assets or Contracts
Show Custom Field Types	All Custom Field Types	Grouping of Custom Fields defined
Compliance Report by Country and State
Only Show Non-Compliance	No	Indicator to display or not display Compliance Items that are non-compliant
Report Date	Today	As at date for the report
Compliance Report by Asset Status
Upcoming Window	22/02/2021	Establishes a range for reporting
Critical Contract Dates
Critical Dates in Next	180 days	Selection for the date range
Include	Payable and Receivable	Selection for Payable or Receivable contracts
Include Overdue Items	No	Indicator whether to include or exclude overdue items on the report
Critical Tasks
Critical Tasks to show	Reviews, Terms/Options	Selection for the types of Critical Tasks to include on the report
Grouping Interval	30 Days	Indicator for breaking the Critical Tasks in the report
Number of groupings	3	Indicator for the number of Critical Tasks to group
Include Contracts in holdover	No	Indicator whether to include Contracts in Holdover state in the report
Include Description Column	No	Indicator whether to include a column with description in the report
Task Category	All Task Categories	Grouping of similar task types, outlining common characteristics
Task Allocated To	All Tasks	Select persons to whom tasks are assigned
Asset Contract Report
Contract Type	All contract types	Types of contracts defined in Administration Contract Types
Show	Payable Contracts	Indicator to include Payable or Receivable contracts in the report
Comprehensive Contract Export
Contract Fields to Display	All contract details	Select fields to include in the report
Monthly Journal
Report Month	January	Reporting month
Invoice Field Report
Invoice Cost Category	Rent - Rent	Grouping of similar cost types, outlining common characteristics
Category Field	Please Select	Select fields to include in the report