Exports - Income Statement
KPI > Exports > Jump to View > Income Statement
The Income Statement Dashboard provides a standardized view into the financial data uploaded from your accounting system. This guide will discuss the views included within the offering and how to download the reports.
This view allows you view a couple different standard reports by selecting the Income Statement Type drop down menu with options that include Actual statement, Budget statement, Variance between the Actual and Budget statement, and a Per Unit or square feet report for all. Default view aggregates all properties together, but by hovering over the headers a negative/plus sign box will appear that will allow the user to drill up and down into the segments and individual properties as well as the account codes if that level of detail is wanted.
Exports - Property Comparison
KPI > Exports > Jump to View > Property Comparison
This view allows you compare properties by listing them at the top of the sheet and having the different line items on the side. You can compare your properties in a couple different ways by selecting the Income Statement Type drop down menu with options that include: Actual statement, Budget statement, Variance between the Actual and Budget statement, and a Per Unit or square feet report for all. This will be aggregated for the date range selected.
To compare Segments, the user can drill up and down by hovering over the header to which a minus/plus sign box will appear. This will aggregate the data for those properties that are in that Segment.
Exports - Portfolio Financial Report
KPI > Exports > Jump to View > Portfolio Financial Report
This is a comparison view that allows the user to compare the properties on the left-hand side along with the Metric totals for Actual, Budget, Variance, and Variance Percentage. The Metric totals options include: EGI, OpEx, NOI, Non OpEx, and Per Unit or square feet for all.
Exports - Period Analysis
KPI > Exports > Jump to View > Period Analysis
This is a comparison view that allows the user to view and export an analytical rollup of performance Monthly, Quarterly, or Annually depending on what is selected under the Analysis Comparison filter.
Exports - Occupancy Summary
KPI > Exports > Jump to View > Occupancy Summary
This view provides an overview of the Occupancy of all properties based on the time frame that is selected. The user can choose to filter by Property or Location to further sort this quarterly rollup.
Exports - CoA Mapping
KPI > Exports > Jump to View > CoA Mapping
This page will allow you to view your current Chart of Accounts Mapping that is set up for KPI. You can filter by Property Name, Property Type, Segment or PM Firm (if you are utilizing those features) and Property Status.
Exporting from this screen will result in a CSV file that will allow you to make updates as needed. You will want to refer to the IMS Descriptions export for a list of all possible account categories. When making changes, be sure to email to updated file to your reporting inbox for processing.
Printing from this screen will result in a PDF version of the same information. This could be a good option if you are simply wishing to view the current setup rather than make changes.
Exports - IMS Descriptions
KPI > Exports > Jump to View > IMS Descriptions
This page provides a list of all the possible descriptions to which your accounts can be mapped.
Exporting from this page will result in a CSV file with all the current descriptions your account is utilizing.
Printing from this page will result in a PDF download of the below. We recommend selecting “Landscape” orientation as the “Portrait” orientation will spill into two pages.