Report catalog – UnitConnect Help Center

These are the reports available in the Reports workspace, grouped the same way as the report list. To run one, see Run and export a report.

Rent Payment Reports

Report	What it shows
Annual Rent Payment Report - Paid	Paid amounts by category and tenant over the selected annual period, one column per month.
Monthly Current Rent Payment Report - Charged	Charged amounts by tenant, with current-period categories and a Past Due column.
Monthly Rent Payment Report - Charged	Charged amounts by tenant and charge category for the selected properties and period.
Monthly Rent Payment Report - Paid	Paid amounts by tenant and charge category for the selected properties and period.
Monthly Rent Payment Schedule by Portfolio - Paid	Paid amounts by tenant and charge category, grouped by portfolio.
Rent Payment Report - Detailed	Charged, paid, credit and remaining amounts for each tenant invoice item in the period.
Tenant Payment Summary Report	Charge, paid and remaining totals by invoice for the selected properties and period.

Leaseholder Reports

Report	What it shows
CAM Reconciliation Report	Premises, recoverable expenses, escrow summary and NNN notes for each tenant, for the selected budget year.
Lease Expirations	Units by property and building, with lease expiration dates and tenants.
Tenant Ledger Report	Accounts-receivable activity by tenant, with increase, decrease and running balance.
Tenant List	Tenant contact details by property and unit.
Tenant Profile	Lease terms, rent schedule, additional charges and contacts for each tenant.
Vacancy Report	Units by property and building with tenant, size, and occupied versus vacant square footage.

Expense Reports

Report	What it shows
Annual Expense Report	Annual expenses by operating (recoverable) flag, category set and category, one column per month.
Budget	The property expense budget by category set and category, with annual total, per-square-foot and monthly amounts.
Budget vs. Expense	Actual expenses against budget by category, with current variance and projected year-end variance.
Categorized Expense Report	Expense amounts and per-square-foot figures by category set and category.
Expense Report	Detailed expenses by date, check and vendor, with one column per expense category.
General Ledger	Every ledger transaction for the selected properties and period, grouped by account type and account, with running balances.
Tenant NNN Dues	Per-unit NNN dues (taxes, CAM, insurance and admin) for the selected budget year.

Income Reports

Report	What it shows
Balance Sheet Report (BETA)	Assets, and liabilities and equity, by category.
Global Profit and Loss	Income and expenses by category set for each property on one row, with profit, loss and net totals.
Global Profit and Loss - Budgeted	Income against budget by category set for each property on one row.
Monthly Profit and Loss	Income and expenses by category, one column per month, with income, expense and profit totals.
Net Operating Income - Annual	Net operating income by category, one column per month. Excludes debt-service categories.
Net Operating Income - Annual with Budget	Net operating income by month, plus period total, budget and variance.
Net Operating Income - Budgeted	Actual income against budget by category, one column per month.
Net Operating Income - Year by Year	Net operating income by category, one column per year. Excludes debt-service categories.
Owner Statement Report	Property cash activity for the period, with beginning and ending balances.
Profit and Loss	Income and expenses by category, one column per year, with income, expense and profit totals.
Rent Roll Report	Current leases by unit with term, base rent and reimbursements, plus occupied and vacant square footage.
Rent Roll With Reimbursements	Current leases by unit with annual base rent and CAM, insurance and tax reimbursements.

Vendor Reports

Report	What it shows
Vendor List	Vendor contact details and account numbers by property.
Vendor Transactions Report	Vendor expense payments by property for the period, with property and vendor totals.

Note

The report list also shows a few reports dimmed with a lock icon. Those haven't moved to the new reporting engine yet; each becomes available in the Reports workspace as it is added.