 | The instructions in this article relate to Management Fees Report. The icon may be located on your StrataMax Desktop or found using the StrataMax Search. |
Management Fees Report function is for reporting what is set up in Management Fees Setup and allows reporting to Excel. All fields from Management Fees Setup and the following fields from Building Information can be included in the report (Building Number, Building Name, Account Manager, Active Lots, Taken on Date, Management Office, and Financial Year Start & End Dates). The report can be used for all buildings or selected buildings.
Management Fees Report Video
Management Fees Report
Using filter options Management Fee data can be limited to what needs to be reported whether it is based on specific date ranges, account managers, active / non active fees etc. Clicking on the Advanced option allows for columns to be included/excluded, setting of the sort order and limiting the maximum number of records to report.
The setup of Management Fees Report is retained for individual users therefore when a user enters the screen the same fields, conditions and values will be displayed based on when the screen was last accessed, and the user can click the Refresh button to display the results.
Column names can be clicked on to sort by the specific column.
In the example below, all Active Management Fees are reported. This field when marked as Yes ensures only fees that are active will be reported therefore it is recommended for most reporting scenarios.
Management Fees Report Setup
Setting Up Filters
Using filters, the results of the report can be based on specific requirements. To set up the reporting requirements follow the below steps:
- Select the green plus button to add a filter.
- Select the Field by clicking the drop-down menu.
- Based on the selected Field, the Condition can be changed if required.
- Select the required Value.
- Additional fields can be added by clicking the green plus button and following the above steps.
- Click the Refresh button to load the results.
- Click the Export button to display the results in Excel.
- If needing to remove a field, select the red minus button next to the field.
In the below example the data reported will be invoices that will charge between the dates of 1st of March and 31st March 2021.
Setting Display Columns & Sort Order
The displayed columns can be changed by clicking the Advanced button, the selecting the Columns tab. Select the required column and use the Add and Remove buttons. In the displayed columns section use the Up and Down arrows to move the required columns.
