With Breeze, it is easy to create monthly report packets. This article describes how to generate and view the reports.
Before you start, you must set up a report packet (a group of standard reports).
To view and send monthly reports
Go to Reporting > Monthly Reports.
Select a Report Packet and the Reporting Month. Select a Property, if you want to filter the results. You can select individual properties or leave the Property field blank to include all properties.
Select the Cover Page checkbox to include a cover page for the monthly report packet.
Click Display.
Select View to download a single report packet.
To download multiple report packets, click the Select check box on each line and click the View Selected button.
If you have selected to include a cover page, Breeze will include it at the beginning of the monthly report.
If there is no cover page, then the monthly report will start on the first page.
Print the monthly report packet or attach it to an email to send it electronically.