Income statement detailed report

The Income statement detailed report shows the detail of income and expenses for a period of time by property.

Also called

Sample reports

• PDF format

Other report formats are available and can be generated in the software.

When to use it

Generating this report

1. Go to the Reports menu .
2. Click the Income Statement Detailed link.
   1. Select your report parameters. More details:
      

       

      Parameter	What it means
      Properties	Select a single property, association or rental owner, or a group of properties, associations or rental owners, using the filter box. You can also select all properties.
      Display	Choose whether the report will include income, expenses, or both.
      Date range	Selects the period for which the software will generate the report.
      Interval	Controls the columns in the report and how the totals within the date range are displayed.
      Accounting basis	Cash basis reports display data when money changes hands. Accrual basis reports display data for the period in which the transaction originally happened.
      Include inactive properties	You will receive an income statement for a property that has been inactivated
      Report format	Choose from PDF, legacy PDF, XLS, XLSX, or CSV.

       

3. Click Download report.

Miscellaneous

• Management income accounts are not included on this report. see "Monthly management fee policy"