Generating Financial Reports
Create comprehensive financial reports for analysis and compliance
Overview
Financial reports provide crucial insights into your property's performance, helping you make informed decisions, identify trends, and maintain compliance with financial regulations. Learn how to generate, customize, and share comprehensive financial reports.
Report Types
Syndik offers various types of financial reports to meet your specific needs:
Track revenue, expenses, and net income over a specific period
Monitor cash inflows and outflows to manage liquidity
View assets, liabilities, and equity at a specific point in time
Analyze rental income and occupancy rates across properties
Generating Reports
Follow these steps to generate financial reports:
Navigate to the Financial Management section and click on 'Reports' in the main menu.
Choose the type of report you want to generate from the available options.
Specify the time period for your report (monthly, quarterly, annual, or custom date range).
Filter by property, unit, category, or other criteria to refine your report.
Click 'Generate' to create your report. The system will compile the data and display the results.
Customizing Reports
Tailor your reports to meet specific requirements:
Date Range Selection
Choose predefined periods or set custom date ranges for detailed analysis.
Property Filters
Filter reports by specific properties, buildings, or units to focus on particular areas.
Category Grouping
Organize data by categories such as income type, expense category, or tenant.
Comparison Views
Compare current period with previous periods to identify trends and changes.
Scheduling Reports
Automate report generation and distribution:
Automated Generation
Set up recurring reports to be generated automatically (daily, weekly, monthly, quarterly).
Email Distribution
Configure automatic email delivery to stakeholders and team members.
Custom Recipients
Specify different recipients for different report types based on their roles.
Archive Management
Historical reports are automatically archived for easy access and compliance.
Exporting & Sharing
Share reports with stakeholders in various formats:
PDF Export
Generate professional PDF reports suitable for printing and formal presentations.
Excel/CSV Export
Export data to Excel or CSV format for further analysis and manipulation.
Email Sharing
Send reports directly to stakeholders via email from within the platform.
Link Sharing
Generate secure links to share reports with external parties without requiring platform access.
Best Practices
Pro Tips
- Generate reports regularly to track performance trends over time
- Review reports with your accountant or financial advisor
- Compare current period performance with previous periods
- Archive important reports for tax compliance and auditing purposes
- Use filters to create focused reports for specific properties or time periods
- Schedule automated reports for consistent monitoring
If you need immediate assistance, please contact our support team.
Support Hours: Monday - Friday, 9 AM - 6 PM
Please sign in to rate this article