This article describes how to generate monthly reports for your properties.
To generate a monthly report packet
Go to Reporting > Monthly Reports.
Complete the filter.
Report Packet | Select the packet you want to send. |
Reporting Month | Enter the month you are reporting on. |
Property | You can filter by property. If you leave the field blank, Breeze will generate reports for all properties. |
Notes | Text entered here will be included in the email that is sent to the owner with the report packet. The email is generated automatically, based on a template, and the text is included at the end of the message. |
Cover Page | Select this option to include a cover page on the packet of reports. |
Click Display. Breeze shows the matching properties.
Next to each property you can click View. This downloads the report packet, so you can print it.
You can also select multiple properties and click on View Selected, to download multiple reports at once.
Note: Inactive properties do not appear on this screen. This is by design; since there are no transactions, there is no need to send a report.