Monthly Summary report
Posted by Cameron Telfer, Last modified by Duncan Clarke on 20 December 2017 05:38 PM

This report is accessed via Reports, then Management sub menu.

This report is useful if you want to compare the income received between months. The report is a summary of the Income Received, Income Charged and Occupancy Percentages for the last 12 months. The figures are shown on a month by month basis with a grand total for that 12 month period. The date that is asked for should be the most current end of month date as the report will then be generated 12 months in arrears from that point.

When comparing this report to the Key Statistics Report, it is important to produce the Key Statistics Report with the Amounts Exclusive of Tax option enabled, the Charges for Today / Week / Month / Year option enabled and the Adjust Rental Income for Prepaid Rent option disabled. Otherwise, the figures won't match (as the Monthly Summary Report does not account for prepaid rent).

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