• From: USA, FL
  • Registered: 05/08/2020
  • Posts: 5

Topic: Real Estate reports from Dimensions

I have a property management company that has a number of properties. Each property is described in Dimension 1 (ex. 123 main st). Each type of income or expense is described in Dimension 2 (ex. Rent, Utilities, Repairs, etc).

Then when I have an expense for a given property, I use the Dimension1 item for that property and use the Dimension 2 item to define the type of expense (utilities, repairs, etc.). Similarly when I have rent come in for a given property, I use Dimension 1 for that property and use Dimension 2 to call it Rent.

I am looking for a report that will list all of the transactions related to each property in summary form.
For example:
    123 Main st
        Rent        $.00
        Utilities    $.00
    456 Water St
        Rent        $.00
        Utilities    $.00

Does such a report exist in FA? If not, where to start the research to create my own?

  • From: USA
  • Registered: 07/16/2017
  • Posts: 276

Re: Real Estate reports from Dimensions

Try the G/L P&L report, selecting a single dimension.  If that looks like what you want, then you could easily modify that report to iterate through all the dimensions.