Part of the IMS Key Property Insights Offering, the Income Statements 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.
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 has the ability to 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.
This view provides Actual versus Budget metrics for Month to Date, Quarter to Date, and Year to Date. This will be aggregated across all properties selected by the filters on the left-hand side.
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.
This view shows each property and its Physical Occupancy that is received from the Rent Rolls each month.
This view is the Chart of Account mapping that we perform internally. This allows the user to see how we are categorizing the various account codes and descriptions that are sent from the accounting systems.
How to Download the Data as an Excel file
Follow these steps to access the Excel view for the reports:
- Click the Export button on the top right
- Click the Download button
- A CSV file will be downloaded into your browser’s download directory
How to Download the Data as a PDF
Follow these steps to access the PDF view for the reports:
- Click the Print button on the top right
- Choose your layout size (Landscape recommended)
- Click Generate
- Click Download
- A PDF will be downloaded into your browser’s download directory