Help Centre

How do I run a report?

ForLandlordsProperty managers

Who can do this

Landlord; Organization users with Generate Financial Reports.

Where to find it

Accounting → ⋮ → Run a report.

Steps

  1. Pick the report.
  2. Answer its questions (each has a sensible default, so you can click Show report straight away):
    • What period?: This month (default), Last month, This quarter, Last quarter, Year to date, Last year or Other dates.
    • As of which date? (balance reports): Today, End of last month, End of last year or Another date.
    • Which year? (tax reports).
    • Which properties? and Compare it with another period? where offered (next articles).
  3. Watch the preview update, then click Show report.
  4. Read the report in place: your answers with Edit buttons, headline figures, charts and the statement. Click Show every line to expand a section.
  5. Click Change report to pick another, or X to close.

What happens next

Reports reflect your books as of now.

Troubleshooting

"The last day can't be before the first"; "The preview didn't load." (your answers are kept, and Show report still works); "Couldn't run the report" (contact Kera support if it persists).

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