Generating a Property Budget Report

The Property Budget Report provides detailed information on owner income and variable outgoing expenditure for selected properties within a specified year.

Follow the steps below to generate this report.

Step 1: Navigate to the Report

1. Log in to the system.

2. From the main menu, select Properties.

3. Click Property Budget Report.

Step 2: Select a Property

1. Locate the Property dropdown or selection field.

2. Choose the property for which you want to generate the report.

Step 3: Select the Report Year

1. Find the Report Year field.

2. Select the relevant year from the available options.

Step 4: Select the Report Type

1. Locate the Report Type field.

2. Choose the required report type (if multiple types are available).

Step 5: Choose the Report Format

1. Find the Report File or Export Format option.

2. Select one of the following formats:

   • Excel – Recommended for further analysis or editing.

   • PDF – Recommended for sharing or printing.

Step 6: Generate the Report

1. Click Generate, Run, or Export (button name may vary).

2. The report will download or open, depending on your system settings.

Tip:

• Ensure the correct property and year are selected before generating the report to avoid re-running it.

• Use the Excel format if you need to filter, sort, or manipulate financial data.

Advanced Options (only applicable if generating to excel): 

• Expenses Budget - produces a breakdown of the expenses
• Monthly Budget – produces a monthly breakdown
• Variable Outgoings – produces a variable outgoing expenditure report
• Monthly Budget (per lease) - provides a breakdown for the income for each lease in the property
• Breakdown Budget (per lease) - produces a breakdown of the expenses per lease
• When all boxes are ticked, one report is created with multiple tabs. 
• Use Formula:
• Yes, allows you to see formulas used in the report - click Enable Editing for formulas to calculate amounts.
• No, produces report amounts without showing formulas.