Run and export a report

The Reports workspace runs UnitConnect's financial and operational reports on screen, straight from your live data, and exports them to PDF or Excel.

Open a report

1. In the sidebar, click Reports.
2. The landing page shows the report you ran last under Last run — click Run again to run it with the same filters (a period like last month means last month as of today) — then Your saved views, any Scheduled reports, and the Available reports. Click a report to open it, or pick one from the list on the left. Reports are grouped into sets such as Rent Payment Reports and Income Reports; type in Search report or set… to find one. To get back to the landing page from a report, click the grid icon at the top of the list. On the landing page, Cards and List switch how your saved views are shown, and clicking a report set's heading folds it away. Both choices are remembered in your browser.

For a list of the reports you can run here, see Report catalog.

Choose filters and run

Each report shows only the filters it uses. Common ones are:

• Properties — click the property picker and tick one or more properties. Reports that support portfolios also let you pick a whole portfolio.
• The date filter — a preset such as last month to today, or a custom range.
• Report options such as Accrual / Cash.
• More filters — some reports add a filter button with Tenants, Bank accounts or Vendors.

Then click Run report.

The results show the number of rows and when the report ran. Grouped reports open with their groups collapsed; click a group to expand it. Click a column heading to sort by it. Where a row refers to a tenant, invoice, bill or other record, click it to open that record; a return link brings you back to the report.

If your organization uses account numbers and you turned on Show account numbers in Settings, the Profit and Loss, Monthly Profit and Loss, NOI, Balance Sheet and General Ledger reports show each account's number and list accounts in number order. The number has its own Account no. column, also in the PDF and the Excel file; in the General Ledger it heads each account, as in "4000 · Base Rent". With the setting off, you can still add the Account no. column to a report under Columns. Scheduled and shared reports follow the setting of the person who set them up.

Choose columns

Once you've run the report, click the sliders icon to arrange its columns:

• Tick or untick columns to show or hide them.
• Click the pencil to rename a column heading.
• Use the arrows to move a column up or down.
• Click Reset to go back to the report's default columns.

Export to PDF or Excel

You don't have to show a report on screen to get it as a file.

• Before running it: once a property (and a period, where the report has one) is chosen, click Download PDF or Download Excel in the middle of the page.
• At any time: click the arrow beside Run report and choose Download PDF or Download Excel. While the file is being prepared, the button reads Preparing PDF… or Preparing Excel….

PDF is paginated, in Arial, with the report's title and period at the top of every page. Excel keeps live numbers and dates, with bands and subtotals.

A download always uses the filters as they are set now. While the report on screen matches them, the file is that report, with the columns and headings you see. If you change a filter after running a report, the previous results stay on screen, faded, under a bar that says the filters have changed: click Run report to update them, or Download PDF or Download Excel in the bar to get the file for the current filters. Setting the filters back the way they were clears the bar. A report with no matching data downloads as a document that says so.