Page Comparison

1. Criteria used for example report

The example report shown in this section was run with the Output Options and criteria set as shown below

2. PivotTable data

The PivotTable is shown on the first worksheet of the Excel spreadsheet - it uses a default format for how it presents its data - to change how the table is presented, see section 2a below

• The report is broken down into two sections, Invoiced data and Pipeline data

  • Invoiced data includes invoices that have already been raised

  • Pipeline data includes invoices that are forecast to be raised in the future

• Both the Invoiced and Pipeline categories could contain sections titled:

  • Initial Tenancy (i.e. a tenancy that has not yet been renewed)

  • Renewal
    If these sections are not displayed, then there is no relevant initial tenancy/renewal data to show

• Within each section is a breakdown of fees that have come in or are due to come in, which could include:

  • Add. Agent Fee - value of additional agent fee
    The additional agent fee is calculated from specific nominal fee(s) - the nominal fee type(s) used for additional agent fees are dependent on business requirements (and are set in configuration)

  • Letting Fee - value of letting fees as set on the tenancy

  • Management Fee - value of letting fees as set on the tenancy

  • Good Will Payment Credit - value of landlord credit raised as a goodwill credit

  • Unposted Fee - valueof any unposted tenancy fees (shown in the Pipeline breakdown)

  • Other Fee - value of other fees
    The other fee is calculated from specific nominal fee(s) - the nominal fee type(s) used for other fees are dependent on business requirements (and are set in configuration)

2a. Using the PivotTable

The PivotTable used in this report is standard Excel functionality - if you have used them before, the same principles apply

• To change what the PivotTable contains and how it is displayed, click into a cell within the PivotTable to view the PivotTable Fields options to the right

  • To add/remove fields in the PivotTable tick/untick the field name in the list
    e.g. tick Tenancy status to add a breakdown by status to the table

  • To change how the PivotTable is presented, click and drag fields within Rows to change the priorities of the table and/or move a row to the Filters section
    e.g. in Rows move Type to the top and/or add FeeCategory to the Filters section

• Hover over any figure in the PivotTable for a breakdown of where the figure is coming from
  Example shown below

• Double-click a figure to see a breakdown of it in a new worksheet

3. Income Report data tab

The Income Report worksheet provides the PivotTable with its data

Standard Excel functionality to sort & filter the data can be used (usually via the Home ribbon, click Sort & Filter and select required option)

The columns in the report include:

• Property address & TenCode - the address of the property & the unique 9-digit tenancy reference

• TenStart - the initial tenancy start date

• Office - the property Main Office

• Type -displays Initial Tenancy (i.e. a tenancy that has not yet been renewed), Renewal, Alteration or Periodic as appropriate

• FeeCategory

  • Add. Agent Fee - value of additional agent fee
    The additional agent fee is calculated from specific nominal fee(s) - the nominal fee type(s) used for additional agent fees are dependent on business requirements (and are set in configuration)

  • Letting Fee - value of letting fees as set on the tenancy

  • Management Fee - value of letting fees as set on the tenancy

  • Other Fee - value of other fees
    The other fee is calculated from specific nominal fee(s) - the nominal fee type(s) used for other fees are dependent on business requirements (and are set in configuration)

• Income Type - indicates whether the fee is Invoiced or Pipeline

• Main landlord - name of main landlord on tenancy

• Main tenant name - name of main tenant on tenancy

• Tenancy status - current status of tenancy, e.g. Tenancy Current

• Negotiator name - the tenancy Key Contact

• Date - the date range the figures fall into - what is shown depends on what dates were selected when building the report criteria

Forecast for next month - for one office, including renewals

• Ensure Include renewal & alteration breakdowns is selected

• Include landlord fees with no associated tenancy usually ticked by default (can remove, as required)

• Enter Income Period dates for next month

• Select required tenancy Status options and Property Office

Forecast for next year - for one office, including renewals

• Ensure Include renewal & alteration breakdowns is selected

• Include landlord fees with no associated tenancy usually ticked by default (can remove, as required)

• Enter Income Period date dates for the current year

• Select required tenancy Status options and Property Office

Office forecast for tenancies starting this month

• Include landlord fees with no associated tenancy usually ticked by default (can remove, as required)

• Dates for next month should be entered in Tenancy Start and Income Period fields

• Select required tenancy Status options and Property Office