Following is a list of all importable reports in Property Matrix. Note that some of these may not be imported by default.
Account Activity by Unit - shows Account Activity, Date, Transaction Type, Contact, Site, Description, Debit, Credit, Balance
Account Activity - shows Account Activity, Date, Opening Balance, Balance, Transaction Type, Contact, Site, Description, Debit, Credit
Account Balance by Company - shows Account Balance by Company
Aged Payables - Detailed - Multiselect - shows Type, Date, No., Name, Due Date, Aging, Open Balance, Current, Credit Note, Balance
Aged Payables - Detailed - shows Type, Date, No., Name, Due Date, Aging, Open Balance, Current, Credit Note, Balance
Aged Payables - Multiselect - shows Current, Vendor, Total Due, Totals
Aged Payables - shows Current, Vendor, Total Due, Totals
All Outstanding Invoices - shows Invoice No., Description, Amount, Qty, Invoice, Total Due
Annual Budget - shows Total and every month of the year ending in the Date parameter
Annual Building Statement - shows Total, Totals, Net Amount and every month of the year ending in the End Month parameter
Annual Income Statement - shows Total, Totals, Net Amount, and every month of the year ending in the End Date parameter
Annual Report by Building - shows Total, Unit No., Charged, Grand Total, and every month of the year
Automatic Deposits - shows No., Date, Description, Tenant Name, Amount, Total Amount
Availability Report Analysis - shows Lease Rent, Name, Building/Unit, SQFT, Curr/Last Lease Rent, Total Optimal Rent, Number of Units
Availability Report - shows Building/Unit, SQFT, Curr/Last Lease Rent, Days Vacant, Lease Rent, Name
Balance Sheet - Detailed - shows Total Equity, Total Liabilities & Equity
Balance Sheet By Property - shows Total Liabilities & Equity
Balance Sheet - shows Total Equity, Total Liabilities & Equity
Bank Register - shows Date, Contact or memo, Payment, Deposit, Balance, Opening Balance, Company, Debit, Credit
Budgeting Report - shows MTD Actual, MTD Budget, YTD Actual, YTD Budget
CAM Reconciliations - shows Item Type, Total Amount, Amount
Cash Flow Statement - shows Ending Cash balance, Beginning cash balance
Chart of Accounts - shows Account No., Account Name, Account Type, Account Category
Check Details Ordered By Number - shows Date, Check No., Vendor, Memo, Property, Account, Amount, Total
Check Details - shows Date, Check No., Memo, Property, Account, Amount, Total
Collections Report - shows Building, Unit, Tenant Name, Phone, Email, Lease Start, Lease End, Market Rent, Balance
Company Statement Summary - shows Beginning Bank Balance, Time, Site, Description, Amount, Ending Bank Balance
Contact Aging Report - shows Unit, Contact, Balance, Credit, Current, Total
Contact Prepayments Report - shows Unit, Contact, Date, Total, Prepayment
Current Tenant Report - shows Lease Term, Full Name, Email, Phone, Tenant Role
Deposits Report - shows Date, Doc No, Description, Contact, Debit, Credit, Balance
Detailed Maintenance History - shows No., Date, Category, Status, Tenant, Vendor
Detailed Rent Roll vacant included - shows Amount, Balance, Lease End, Lease Start, Sec. Deposit, Charge, Tenant Name, Unit, Unit Type
Detailed Rent Roll - shows Charged, Balance, Lease End, Lease Start, Sec. Deposit, Market Rent, Tenant Name, Unit, Unit Type
Expense Ledger - shows Running Balance, Credit, Debit, Company, Date, Opening Balance
Form 1096 - shows form fields
Form 1099 - MISC eFile - shows Form Type, Tax Year, Payer TIN Type, Payer Taxpayer ID Number, Payer Name Type, Payer Business Name
Form 1099 - NEC 3 per page - shows Payer's federal ID
Form 1099 - NEC eFile - shows Form Type, Tax Year, Payer TIN Type, Payer Taxpayer ID Number, Payer Name Type, Payer Business Name
Form 1099 - NEC - shows Payer's federal ID
Form 1099 2 per page - shows Payer's federal ID
Form 1099 - shows Payer's federal ID
General Ledger - shows Opening Balance, Date, Transaction Type, Contact, Description, Debit, Credit, Running Balance
Income Statement By Building - Account Selection - shows Total Other Income, Total Other Expense, Total Expense, Total Income
Income Statement By Building - shows Total Revenues, Total Expenses, Net Amount
Income Statement By Unit - shows Total Expenses, Total Revenues, Net Amount
Income Statement Company Comparison - shows Total, Company 1, Company 2, Company 3, Company 4, Net Amount
Income Statement short - shows Debit Credit Amount, Net Amount
Income Statement with YTD Comparison - shows Year to Date, Net Amount
Income Statement - shows Net Amount
Invoice Payments Report - shows Payment Type, Deposit Date, Amount, Unit, Contact, Date, Total Amount
Item Activity - shows Amount, Contact, Company, Transaction Type, Date, Total
Lead Contact Info - shows Last Name, First Name, Phone, Email, Date Entered
Lease Documents - shows Unit No., Date Created, Document Name, Tenant Names, Date, Name
Lease Expiration - shows Building, Unit#, Lease Expiry, Tenant Name
Mailing Envelope - shows address fields
Mailing Labels - shows address fields
Maintenance History - shows No., Date, Category
Management Fee Calculations - shows Payments, Fee Amount, Amount Charged, Company Name, Tenant Name, Total
Management Fees - shows Date, Site, Total, Grand Total
Move Ins - shows Rent, Lease End, Unit, Tenant, Lease Start, Sec. Deposit
Move Outs - shows Rent, Lease End, Unit, Tenant, Lease Start, Sec. Deposit
Movements in Equity - shows Opening Balance, Closing Balance
Online Payments - shows Deposit Date, Amount, Unit, Contact, Date, Total Amount
Outgoing Check Details Condensed - shows Date, Check No., Contact Name, Amount, Total Amount
Outgoing Check Details - shows Date, Check No., Property, Account, Amount, Total
Outstanding Balances by Building - shows Building, Unit, Unit Type, Tenant Name, Lease Start, Lease End, Sec. Deposit, Market Rent, Balance
Outstanding Balances - shows Date, Due Date, Expense Account, Site Name, Bill No., Company Name, Description, Orig. Amount, Balance
Owner 1099 - MISC 2 per page - shows form fields
Owner 1099 - MISC eFile - shows Form Type, Tax Year, Payer TIN Type, Payer Taxpayer ID Number, Payer Name Type, Payer Business Name
Owner 1099 - NEC 3 per page - shows form fields
Owner 1099 - NEC eFile - shows Form Type, Tax Year, Payer TIN Type, Payer Taxpayer ID Number, Payer Name Type, Payer Business Name
Owner 1099 - NEC - shows form fields
Owner 1099 Summary - shows Owner Name, Federal Tax ID, Address, Amount, Total
Owner 1099 - shows form fields
Owner Balances - shows Name, Ownership %, Reserve, Outstanding Liabilities, Security Deposits, Bank Balance, Available, Total
Owner Directory - shows Company Name, Name, Address, Phone, Email, Bank Balance, Total
Owner Draws - shows Amount, Date, Payment Method, Total
Owner Statement by Site - shows Beginning Bank Balance, Available, Total Requirements, Outstanding Liabilities, Security Deposit Liability, Reserve Amount, Ending Bank Balance
Owner Statement - shows Beginning Bank Balance, Available, Total Requirements, Outstanding Liabilities, Security Deposit Liability, Reserve Amount, Ending Bank Balance
Payments By Unit - shows Date, Tenant Name, Type, Description, Amount, Total
Payments by Item - shows Invoice Items, Income Items Revenue
Property Detail - shows Name, Company, Floors, Area, # Units, Address, Date Added
Rent Collected by Building - shows Unit No., Charged, Total, Grand Total
Rent Payments By Building Summary - shows Building, Charges, Credits, Payments, Total, Grand Total
Rent Payments by Building - shows Unit No., Charged, Payments, Total, Grand Total
Rent Roll Analysis - shows Unit, Bed, Bath, Tenant, Sqft, Market Rent, Item Charge, Rent/Sqft, Deposit, Start Date, End Date, Balance
Rent Roll by Item 6 items - shows Unit, Sqft, Beds, Bathrooms, Tenant, Sec. Deposit, Total Rent, Item1 through Item6, Other Items, Balance
Rent Roll by Item 8 items - shows Unit, Sqft, Beds, Bathrooms, Tenant, Sec. Deposit, Total Rent, Item1 through Item8, Other Items, Balance
Rent Roll by Item - shows Unit, Tenant, Lease Start, Lease End, Sec. Deposit, Total Rent, Item1 through Item 4
Rent Roll - shows Rent, Lease End, Unit, Tenant, Lease Start, Sec. Deposit
Rent Schedules vacant included - shows Schedule Name, Schedule Amount, Schedule End, Schedule Start, Tenant Name, Unit, Unit Type
Rent Schedules - shows Schedule Name, Schedule Amount, Schedule End, Schedule Start, Tenant Name, Unit, Unit Type
Security Deposit Balancing - shows Company, Sec. Deposit Account Balance, Bank Balance, Total
Security Deposit Held by Item - shows Unit, Tenant, Item 1, Item 2, Item 3, Item 4, Total
Tenant Contact Info - shows Building, Unit#, Tenant Name, Phone, Email
Tenant History - shows Email, Phone, Tenant Role, Full Name
Tenant Lease Detail - shows Rent Amount, Tenant Role, Tenant, Lease End, Lease Start, Lease #, Unit #
Tenant Ledger By Unit - shows Transaction Type, Description, Date, Amount, Change in Balance
Tenant Ledger - shows Amount, Date, Description, Transaction type, Starting Balance, Ending Balance
Tenant Mailing Envelope - shows address fields
Tenant Mailing Labels - shows address fields
Tenant Statement By Company - shows Date, Type, Memo, Balance, Previous Balance, Current Balance
Tenant Statement Detailed - shows Previous Balance, Balance, Date, Type, Memo, Current Balance
Tenant Statement Grouped Transactions - shows Date, Type, Memo, Balance, Previous Balance, Current Balance
Tenant Statement Summary - shows Unit, Deposits Held, Starting Balance, Description, Amount, Ending Balance
Tenant Statement - shows Date, Type, Memo, Check #, Balance, Previous Balance, Current Balance
Three Day Notice with Filters - shows Property/Company Address, Telephone Number, Owner/Agent Signature and Printed Name, Property/Company Name, Date
Three Day Rent Notice - shows Property/Company Address, Telephone Number, Owner/Agent Signature and Printed Name, Property/Company Name, DATE
Transaction Lookup - shows Date, Modified Date, Transaction Type, Contact, Site Name, Amount
Transactions by Date - shows Date, Account, Company, Debit, Credit, Type
Transactions for Person - shows Amount, Type, Company, Account, Date, Total
Trial Balance - Detailed DR_CR - shows Number, Name, Prev. Balance, Debit, Credit, Ending Balance, Current Period
Trial Balance - Detailed - shows Number, Name, Prev. Balance, Current Period, Ending Balance
Trial Balance - shows Number, Account, Debit, Credit, Total
Unit Detail - shows Unit #, Bed, Bath, Sqft, Address, Description
Unit Payments by Item - shows Number, Tenant Name, Total Amount, Item 1, Item 2, Item 4, Amount, Total
Unit Vacancy By Date - shows Market Rent, Bed / Bath, Building/Unit
Unit Vacancy - shows Building, Unit, Bed / Bath, Market Rent, Days Vacant, Total Vacancy Rate
Vendor 1099 Summary - shows Company Name, Legal Name, Federal Tax ID, Address, Amount, Total
Vendor ACH - shows Amount, Date, Payment Method, Total
Vendor Directory - shows Name, Contact, Address, Phone No.
Vendor Transactions by Unit - shows Item Name, Amount, Company, Vendor, Doc No., Transaction Type, Date, Site Total, Grand Total
Vendor Transactions - shows Account, Transaction Type, Doc No, Check No, Description, Date, Amount, Company Total, Total