Create and Reuse Custom Views in Financial Reporting

Creating financial reports often requires adjusting filters, organizing columns, and rearranging data, which can be time consuming. Since different reports require varying data sets, users frequently have to start from scratch.

With our new Custom Views feature, available in the Rental Activity, Occupancy Report, and Expenses & Extras sections, you can now save and reuse custom views at any time.

You can also set dynamic quick dates, such as "Last Month" or "Year-to-Date (YTD)," so you won't need to update dates manually. Just select your saved view, and the relevant data will load instantly. Views are saved on a per-user basis, meaning each user can create and access their own custom views tailored to their specific needs.

For more information around filters and custom views, check out our USER GUIDE.