Commercial reports

With commercial features on, Financial Reporting > Reports gains a Commercial section below the standard reports. Your profit & loss, balance sheet, cash flow, and general ledger already include commercial income and expenses, since commercial leases post to the same ledger. These reports cover what’s specific to commercial leasing.

1. Choose a report

Report	What it shows	Use it for
Commercial Rent Roll	Each leased space with its building, tenant, rentable square footage, monthly and annual base rent, rent per square foot per year, and lease end	Lender and buyer packages, and checking your rents against the market
Stacking & Availability	Every space by building and floor, with its type, area, tenant, and vacant square footage	Leasing: what’s available, and where
Commercial AR Aging	Open commercial charges with due date, days past due, amount, credits, balance, and aging bucket	Collections
Lease Abstract & Amendments	Each lease’s versions, with the amendment that produced each one	Auditing how a lease got to its current terms
Recovery Reconciliation	Each tenant’s recovery calculation: recoverable pool, tenant share, base year, cap reduction, billable, estimates billed and collected, and the amount due or credited	Reviewing CAM before you approve, and answering tenant audits
Percentage Rent	Each retail tenant’s net sales, breakpoint, sales above the breakpoint, percentage rent, amount due, and status, by period	Making sure every lease year has been trued up
Lease Rollover & Options	Leases grouped by the year they expire, with rentable area, annual rent, renewal options, and the next option notice deadline	Rollover exposure, and planning renewals

2. Run and export a report

Click Open report, set the Parameters (the date the report runs as of, and optionally an Owner, Property, or Unit), and click Run report. Without a filter, a report covers your whole commercial portfolio. The commercial reports only include commercial leases, so a mixed-use property’s apartments don’t appear in them.

Export any report as CSV, Excel, or PDF from the report page, the same as the standard reports. See Running and exporting financial reports.

Afterwards

• Reconciling CAM recoveries — the workflow behind the Recovery Reconciliation report.
• Amendments, options, and critical dates — where the abstract and option data comes from.