This article will teach you how to generate a report detailing the billable services performed at a property.
The Billing Analysis report provides all billable Service Requests including all charges and totals, that were billed within the date range specified.
- From the Property & Facility menu, click Reports.
- From the Property & Facility Reports page, navigate to the Service Requests section and click Billing Analysis.
- Once the Report: Billing Analysis window has opened, complete the form presented:
| Field | Explanation |
|---|---|
| Property | Select the applicable property. |
| Tenant | Select the applicable tenant. |
| Period | Select or enter (MM/DD/YYYY) the applicable start and end dates. |
| Format | Select the format of the report, either HTML, Excel, or PDF. |
- Click the View Report button.
- Depending on the format selected, the report will either open up in a new browser tab (HTML), or you will be prompted to save the report to your device (Excel, PDF).