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Rent Roll Report

Modules > Property Lease Management > Inquiries and reports > Reports > Rent roll report

Use this page to generate a rent roll report. The information on this report, although organized differently, is the same as the Rent Roll Inquiry.

Calculations

For each lowest level, the calculated amounts appear on the rent roll report.

Rent Roll Report Table
Column Description
Deposit Displays the sum total of all deposit amounts for the lease.
Annual rent roll

Displays the non-prorated net amount in terms of an annual amount for the lowest level.

The rent roll amounts are calculated for the selected lease and corresponding lowest level. The escalation lines that are included in the calculations have a current date between the start and end dates specified for the report.

  • If the billing frequency is annually, the annual rent roll amount is the same as the non-prorated Net amount from the Billing Line Actions on the Billing Lines.
  • If the billing frequency is any other frequency, the annual rent roll amount is calculated based on the calculated Monthly rent roll amount: Monthly rent roll * 12.
Current amount

Displays the current charge amount (with proration (if used), and including any escalation and abatement). Escalation lines that are included in the amount have an escalation start date with the same month and year as the As of date specified.

The current amount is the sum of the charge and escalation lines for the current period.

Difference Displays a calculated value: Current amount - Previous amount.
Monthly rent roll

Displays the non-prorated Net amount in terms of a monthly amount for the lowest level.

The rent roll amounts are calculated for the selected lease and corresponding lowest level. The escalation lines that are included in the calculations have a current date between the start and end dates specified for the report.

  • If the billing frequency is monthly, the monthly rent roll amount is the same as the non-prorated Net amount from the Billing Line Actions on the Billing Lines.
  • If the billing frequency is not monthly, calculations are made to the total amounts to get a monthly amount.

    • Billing frequency: Annually
    Monthly rent roll is calculated as follows: non-prorated Net amount / 12

    Billing frequency: Quarterly
    Monthly rent roll is calculated as follows: non-prorated Net amount / 3

    Billing frequency: Daily (days of full month)
    Monthly rent roll is calculated as follows: non-prorated Net amount / days of full month

    Billing frequency: Daily
    Monthly rent roll is calculated as follows: non-prorated Net amount * days of full month
Previous amount

Displays the charge amount for the previous period without proration (including any escalation and abatement). Escalation or abatement lines that are included in the amount have an escalation start date with the same month and year as the previous As of date specified.

Rate

Displays the per square unit rate, which is calculated as follows: 

Monthly rent roll / Leased area
Remaining amount Displays the unused deposit amount for the lease.

Cumulative totals for the lowest levels, the customer or vendor account, and the currency appear at the end of the report.

Generate Report

To generate a rent roll report, follow these steps: 

  1. In Parameters, specify the Options and Levels.
  2. In Destination, select where you want the generated report to be sent.
  3. In Records to include, select Filter to specify the criteria for the data that you want to appear on the report.
  4. In Run in the background, specify the settings for running the report in the background.
  5. Select OK, which generates the report and sends it to the selected destination. The following image is an example of the report.

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Fields

This page contains the following fields: 

Field Description
Parameters  
Options

Select the options you want: 

  • Lease Type

    • Specify the lease type that you want to appear in the inquiry list or report: 

    • Revenue: Only revenue leases appear in the inquiry list or report.
    • Expense: Only expense leases appear in the inquiry list or report.
  • As of date

    • Specify the as of date for which you want to include the records. The default date is the current date. Also, if this value is empty, the current date is used.

  • Lease status

    • Select the status of the leases that you want to appear in the inquiry list or report: 

    • Active: Only leases with the Active status appear in the inquiry list or report.
    • All: Leases with any status appear in the inquiry list or report.
    • Draft: Only leases with the Draft status appear in the inquiry list or report.
    • On hold: Only leases with the On hold status appear in the inquiry list or report.
    • Canceled: Only leases with the Canceled status appear in the inquiry list or report.
    • Archived: Only leases with the Archived status appear in the inquiry list or report.
    • Terminated: Only leases with the Terminated status appear in the inquiry list or report.
  • Category name

    • Select the category for the records that you want to appear on the inquiry list or report.

  • Lease number

    • Specify the lease number you want to appear in the report or inquiry. When the value is empty, all lease numbers appear in the report or inquiry.

  • Charge number

    • Select the charge number that you want to appear on the report or inquiry.
Levels
Levels

Select the level for the records that you want to appear on the report or inquiry.

SSRS Fields Table
Destination
Select the destination for where the report is to be sent: to the screen, a file (Microsoft Excel or PDF), or directly to a printer.
Records to include
Specify the records that you want to include.
Run in the background
Specify the parameters for when the report runs as a background process.
Batch processing

Select whether to run the report as part of a batch job:

  • Yes: Runs the report in the background as part of a batch process.
  • No: Runs the report in the background on its own.
Task description Specify a description for the task.
Batch group Select the batch in which the report is to run.
Private

Select whether the report is a private report:

  • Yes: The report is a private report.
  • No: The report is not private.
Critical job

Select whether the report run is critical: 

  • Yes: The report run is critical.
  • No: The report run is non-critical.
Monitoring category Select the monitoring category for running the report.

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SSRS Buttons Table
Button Description
Filter Opens the query dialog where you select the criteria for the data that you want to appear on the report.
OK Generates the report based on the criteria that you entered.
Cancel Closes the window.