Running a Report
- Go to Reporting at the top of the screen. The reports that relate to the PM module are located under the Property Management and Property Management Financials sections on the left.All of the Accounts reports are located under the Property Management Financials Section.
2. Choose the report you wish to run by clicking on the report on the list on the right.
3. When you select a report options will appear on the far right of the screen. These allow you to sort and filter the information on the report as well as choose which program to open the report with.
4. If you wish to export the report into Microsoft Excel, into a CSV File, or into a PDF document then click the relevant buttons to do so. As soon as you click the button it will start to download the report using the chosen program, it will usually appear at the bottom of your tool bar and you can open from there. If you just wish to view the report on screen click Create Report.