Breeze Premier allows you to build your own reports. You select a source for the data, for example, vendors, and then you select the data items you want the report to display. For example, you could create a report that shows a list of vendors and the amount you currently owe each one.
To create an ad hoc report
Go to Reporting > Custom Reports > Ad hoc Reports.
Click Add New. The New Report screen appears.
Enter the Name and select a Data Source.
Note: The name cannot contain any special characters, including periods.
The Data Sources available are as follows:
Maintenance Request
Tenant clauses
Tenant Options
Checks/Payments
Payables
Receipts
Charges
Vendor
Box Score Summary (Availability)
Applicant
Tenant Late Fees and Other Info
Tenant
Leasing Specials
Unit
Rentable Items
Property Attributes
Property
Owner
Note: Each data source only exposes fields tied to that record type. Fields from different record types cannot be combined in a single ad hoc report. If you need data from two different record types, you will need to run separate reports and compare them outside of Breeze.
Breeze displays a list of Available Columns.
Each column is a data item stored in Breeze.
Select the items you want to add to the report. After you click an item, it appears on the right of the screen, in the Selected Columns section.
Modify the selected columns as needed.
Reorder | Select and drag the icon to move a column up or down. |
Column | The name of the data item (read only). |
Caption | The Caption is the name of the data item as it will appear on the report. By default, it is the same as the Column name, but you can change it if needed. In the example shown above, we changed "Unpaid Amount" to "Amount Owed". The caption cannot contain any special characters, including periods. |
Is Filter? | This column determines if the data item will be part of the filter for the report, and if it will be mandatory or optional. A report must include at least one filter item. |
Hidden | If needed, you can hide the column. For example, after designing a report, you decide that one of the columns is currently unnecessary. Instead of deleting it, you can hide it. |
Width | The width of the column, in pixels. 200 is the default value. |
Delete | Click the trash can icon to remove a column from the report. |
Click Save.
We recommend that you test the report by running it. If there are any issues, you can go back and modify the setup.
To run an ad hoc report
Go to Reporting > Custom Reports > Ad hoc Reports. Breeze displays a list of reports.
Select the report you want to run. The Report Information screen appears.
Click Run Report. The report filter appears.
Complete the filter and click Generate. Breeze displays the report.
In the report screen, you can do the following:
Drill down on items displayed in green.
Re-sort the data by clicking a column header.
Export the report to Excel.
Search the report data.
Go back to the filter by clicking the filter icon.