You may be familiar with Propertyware’s Views feature, which allows you to filter list views of properties, leases etc. based on standard or customized criteria. This can be useful for, say, narrowing down a list of properties based on a certain type of property you are looking for.
Now Propertyware has taken the convenience of these groupings one step further by allowing you to filter Reports based on Property Views. The following reports are now filterable by Property Views:
- General Ledger
- Owner Statement Simple
- Managers Commission Report
- Owner Statement Property Summary
- Owner’s Property Statement
So there’s no longer a need to manually group Portfolio or Building-based filters in reports, if they’ve already been grouped into Property Views. Just select the view you’re looking for from the filtering options in the report, and you’re golden.
A few things to remember when using this feature:
- When rendering a report that filtered by Property View, only the Portfolios, Buildings and Units that exist in the stored view will show up. For example, if the view is a Portfolio view type and the report is the Units report, only units that are associated with the Portfolios that are a part of the selected view are will display.
- Property View filter options are specific to report type. For example, if the View is created on a Unit basis, that View will not show up in the list of filter options for an Owner Statement, because Owner Statements are Portfolio-based. On the other hand, if the Property View is Portfolio-based, it will show up in the Owner Statement’s filter options list.
- Property Views will display if one or more of the following filters is used in the report: Portfolio Filter, Building Filter, or Unit Filter.
- Only those Views that pertain to filters setup will display. For instance, if a report has a Portfolio Filter and a Building Filter, then the Property Views filter will only show portfolio and building views.
It’s also important to note that multiple Property Views cannot be selected for report filtering. So if you want to view a report for more than one Property View, you will have to create a new property view with filters that include all entities in the individual views.
How will you use Property View filters in reports? Let us know in comments!