The Property Fee Rules report template within the Report Builder provides Re-Leased Trust Accounting and Client Accounting customers with the ability to view properties and associated fee rules within their portfolio in one place. This report can be configured in a similar manner to the other Report Builder report templates.
1. Navigate to Reports > Report Builder.
2. Click the Property Fee Rules sample report tile at the top of the Report Builder page.
Generate your report
You will find a column picker at the top right of the report screen which allows you to select columns you want to include in your report, as well as use the drag and drop functionality which allows you to adjust the order of your columns.
The filter capability will allow you to filter your data by any of the following combinations of:
- Property Manager
- Fee Rules
The Rent column will display the total rent for that property which is a sum of all the current tenancies' rent captured in Re-Leased.
Outgoings is similarly calculated. Here we total all values in an outgoings template as well as any line items in a rent template that may be set as Outgoings.
Once the required columns are chosen and filters applied, this report can be exported to both Excel and pdf formats and used to calculate a portfolio valuation as well as predict values, should fee rules be adjusted.
As with other Report Builder reports, the Property Fee Rules report can also be saved as a current custom report setup for easier usage in the future.