Generating Reports from the Reports Menu or a Dashboard

The Reports menu organizes reports by subject. For example, property reports include portfolio data such as cash balance summaries and portfolio analysis. Financial reports include accounting data such as income statements and balance sheets. Resident reports include lease charges, lease expirations, resident ledgers, and statements.

Many dashboards and quick menus display links to user-appropriate reports.

To generate a Voyager report from the Reports menu or dashboard

1	Select Reports > Report Category > Report Title, or click a report link in a dashboard or quick menu. A report filter appears.

The following graphics show the standard report filter (top) and analytics report filter (bottom).

2	Complete the filter. Blue fields are required. The criteria you enter determine the type and the amount of information the report includes.

3	If the filter includes a Destination drop-down list, select the destination. See “Using the Destination Drop-Down List” for more information.

4	If the filter includes display options, select the ones you want to use. See “Display Options” for more information.

5	Click Submit or, if the report includes a separate button for each destination, click the button for the destination you want. See “Using Destination Buttons” for more information.

6	Voyager sends the report to the destination you selected. For information about printing reports, see “Printing Reports”.

Additional Information

Filters

Printing Reports

Using Destination Buttons

Using the Destination Drop-Down List

Monitoring Report Progress