4/22/24, 11:29 PM

Budget Bytes – Portfolio drill-down reports

A summary report raises questions that only the detail can answer. Robert shows how to drill from a Portfolio report’s summary into GL schedules and the rent schedules behind them, and how colleagues can do the same from a PDF you send them.

Find more short how-to videos on the Budget Bytes page.

Reporting, Budget Bytes, Portfolios

Budget Bytes title card: “Quick reports inside the Portal,” with Robert from Kardin.

Opening a budget file just to look at one report uses a seat and takes several clicks. Robert shows...

Budget Bytes title card: “Leasing assumption templates,” with Robert from Kardin.

Entering every new lease by hand gets slow at properties with many tenants and lots of turnover....

Budget Bytes title card: “Export reports to Excel,” with Robert from Kardin.

Some readers want the numbers in a spreadsheet they can work with. Robert shows how to export...

Budget Bytes – Portfolio drill-down reports

A summary report raises questions that only the detail can answer. Robert shows how to drill from a Portfolio report’s summary into GL schedules and the rent schedules behind them, and how colleagues can do the same from a PDF you send them.

Related posts

Budget Bytes – Quick reports: View reports without leaving the Portal

Budget Bytes – Leasing assumption templates

Budget Bytes – Export reports to Excel