Property Reports

The Property Reports page allows a system administrator to run reports for the properties in which they have security rights.

To run Property reports:

  1. Open the Administration Menu page.

  2. Under the ADMIN heading, click Property Reports.

  3. In the Select a report field, select the report you want to run.

  4. Specify report criteria using the displayed fields, links, and menus.

  5. Click OK to run the report.

ClosedProperty Listing Report

The Property Listing report includes information about all properties to which you have been assigned security rights.

Report Criteria

To refine your results, specify any of the following criteria. If no criteria are specified, the report will be run for all values.

  • Property – Click the Select link to run the report for a particular property.
  • Region – Select a value to run the report for a particular region. If a property is selected, the Region drop-down menu is not displayed.
  • Status – Select a value to indicate whether you want to run the report for Active, Inactive, or All properties.

Report Output

The generated report contains one row for each property. The results include:

  • Property Name – the name of the property
  • Address1, Address2, City, State, Zip, Country – the physical address of the property
  • Property Type – the type of property (for example, office, apartment, bank, or industrial)
  • Default Contact –the name of the default contact for the property, typically a member of the management team; this value does not take into account worker availability
  • Materials List – the Material List used by the property, if applicable; properties that utilize the Inventory module do not use material lists
  • Priority List – the priority list used by the property
  • Ext Property ID – an external property ID used to map the property information to other third-party applications, such as accounting systems
  • Ext Property ID2 – an additional external property ID used to map the property information to other third-party applications, such as accounting systems
  • Total Sq Ft – the total area of the property in square feet
  • Rate Schedule – the rate schedule associated with the property
  • Sales Tax Group – the sales tax group associated with the property
  • Holiday Schedule – the holiday schedule associated with the property
  • SLA Service Hrs Start – the start time of SLA service hours
  • SLA Service Hrs End – the end time of the SLA service hours
  • Exclude Weekends? – indicates whether the SLA service hours exclude weekends
  • COA Primary– the primary chart of accounts used at the property
  • COA Customer – the chart of accounts for a third party
  • Invoice Format – the invoice format associated with the property; for more information, see Invoice Formats
  • Status – indicates whether the property is Active or Inactive
  • Create Date – the date on which the property was created
  • Inactive Date – if the property is Inactive, indicates the date on which the property was inactivated
  • Time Zone – the time zone associated with the property
  • Language – the language associated with the property; this language is the language used for notifications, not the language used for the application user interface

ClosedProperty Region Listing

The Property Region Listing report lists all properties and regions and indicates which region each property is in. The total number of properties and total square footage are included in the report data.

Report Criteria

To refine your results, specify any of the following criteria. If no criteria are specified, the report will be run for all values.

  • Property – Click the Select link to run the report for a particular property.
  • Region – Select a value to run the report for a particular region. If a property is selected, the Region drop-down menu is not displayed.
  • Status – Select a value to indicate whether you want to run the report for Active, Inactive, or All properties.

Report Output

The generated report contains one row for each property. The results include:

  • Property Name – the name of the property
  • Address1, Address2, City, State, Zip, Country – the physical address of the property
  • Ext Property ID – an external property ID used to map the property information to other third-party applications, such as accounting systems
  • Ext Property ID2 – an additional external property ID used to map the property information to other third-party applications, such as accounting systems
  • Sq Ft – the area of the property in square feet
  • EP Plan – indicates whether the property has an Emergency Preparedness (EP) plan
  • List of Regions – the remaining columns of the report list each region specified in the report criteria, and a value of Yes or No indicating whether the property is in that region

ClosedProperty Space Listing

The Property Space Listing report lists accounting information for the spaces/floors within a property.

Report Criteria

To refine your results, specify any of the following criteria. If no criteria are specified, the report will be run for all values.

  • Property – Click the Select link to run the report for a particular property.
  • Region – Select a value to run the report for a particular region. If a property is selected, the Region drop-down menu is not displayed.
  • Include Sub-Spaces – Select Yes to include subSpace details in the report.
  • Status – Select a value to indicate whether you want to run the report for Active, Inactive, or All properties.

Report Output

The generated report contains one row for each property/space combination. The results include:

  • Property Name – the name of the property
  • Property ID – the unique identifier of the property
  • Location – one or more columns indicating the Tower/Wing, Floor, and Space where the space is located within the property
  • Tab Order – indicates the position in drop-down menus that the space will be listed, where lower numbered values are displayed higher in the list
  • Account Number – the accounting system number associated with the space
  • Account Desc – the description of the account/account name
  • Default Contact –the name of the default contact for the property, typically a member of the management team; this value does not take into account worker availability
  • Labor mark up percent – the markup/discount percentage for labor where negative values represent a discount
  • Material mark up percent – the markup/discount percentage for materials where negative values represent a discount
  • Other Cost mark up percent– the markup/discount percentage for other costs where negative values represent a discount
  • Document number – the document number for the account, typically a lease number
  • Document type – indicates the type of document
  • Document Desc – a description of the document; if the document number is a lease number, then the description may be the name of the lease or amendment number to the lease
  • Document Expiration Date – the expiration date of the document
  • Ext Billing Location – indicates if charges for the space are billed to an offsite location
  • Room Type – the type of space
  • Bill To Name, Bill to address 1, Bill To address 2, Bill To zip, Bill To country – the name of the company and address to which billing is sent

ClosedProperty Master Listing

The Property Master Listing report lists property information and contact information.

Each property has a default contact, which is typically the engineer responsible for the property. The managers listed in this report come from the Manager – Employee Set up of the TimeCard module. This report assumes each default contact has two managers, one higher than the other. When the default contact does not have a manager, the report will show N/A in the manager field(s).

If specified in the report criteria, this report takes worker availability into consideration. If the default contact is out on leave, the report will list the designated backup employee, with managers 1 and 2 becoming the backup employee managers.

Report Criteria

To refine your results, specify any of the following criteria. If no criteria are specified, the report will be run for all values.

  • Property – Click the Select link to run the report for a particular property.
  • Region – Select a value to run the report for a particular region. If a property is selected, the Region drop-down menu is not displayed.
  • Include Space Detail – Select Yes to include space details in the report.
  • Include Accounts – Select Yes to include account information in the report.
  • Worker Availability – Select Yes to take worker availability into account. If a contact is out on leave, the report will list the designated backup employee.
  • Status – Select a value to indicate whether you want to run the report for Active, Inactive, or All properties.

Report Output

The generated report contains one row for each property (and space/subSpace combination if Include Space Detail is selected). The results include:

  • Property Name – the name of the property
  • Ext Property ID – an external property ID used to map the property information to other third-party applications, such as accounting systems
  • Ext Property ID2 – an additional external property ID used to map the property information to other third-party applications, such as accounting systems
  • Ext Tower/Wing ID – a value that maps tower/wing information for the space to a third-party application; displayed only if Include Space Details = Yes
  • Tower/Wing Desc – a description/name of the tower/wing that the space is located in
  • Ext Floor ID – a value that maps floor information for the space to a third-party application; displayed only if Include Space Details = Yes
  • Floor Desc – a description/name of the floor that the space is located
  • Ext Space ID – a value that maps space information to a third-party application; displayed only if Include Space Details = Yes
  • Space Desc – a description/name of the space
  • Space Size – if space details are included, the total square footage of the space
  • Ext Sub-Space ID – a value that maps subSpace information to a third-party application; displayed only if Include Space Details = Yes
  • Sub-Space Desc – a description/name of the subSpace
  • Account Number – the accounting system number associated with the space; displayed only if Include Accounts = Yes
  • Account Desc – the description of the account/account name; displayed only if Include Accounts = Yes
  • Address1, Address2, City, State, Zip, Country – the physical address of the property
  • Property Type – the type of property (for example, office, apartment, bank, or industrial)
  • Create Date – the date on which the property was created
  • Last Updated – the date on which the property was last updated
  • Status – indicates whether the property is Active or Inactive
  • Size – the size of the property in square feet
  • Default Account # – the default account number, typically the third party accounting system number assigned to identify the property
  • Default Account Desc – the default account description, typically the third party accounting system
  • COA Primary– the primary chart of accounts used at the property
  • COA Customer – the chart of accounts for a third party
  • Sales Tax Group – the sales tax group associated with the property
  • Remit To – the address to which accounts receivable for the property are sent
  • Default Contact –the name of the default contact for the property, typically a member of the management team; this value does not take into account worker availability
  • Default Contact Phone – the primary phone number for the default contact
  • Default Contact Mobile – the mobile phone number for the default contact
  • Default Contact Email – the email address of the default contact
  • Manager 1 – the primary manager who oversees the property
  • Manager 1 Phone, Manager 1 Mobile, Manager 1 Email – the primary phone number, mobile phone number and email address for manager 1
  • Manager 2 – the secondary manager who oversees the property
  • Manager 2 Phone, Manager 2 Mobile, Manager 2 Email – the primary phone number, mobile phone number and email address for manager 2

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