The Consolidated Income Statement shows revenue, expenses and net income for your whole portfolio over a date range.
Use it to review portfolio performance for a month, quarter or year, and compare one period with another.
How to run it
Go to Accounting in the left-hand menu and click Reports.
Under Income Statements and Balance Sheets, click Consolidated Income Statement.
Enter a Start Date and End Date, and choose any other options (below).
Click Open. The report generates and opens in the report viewer.
Options
Start Date and End Date — the period the report covers.
Teams (optional) — limit the report to the properties in the teams you choose. Leave it blank to include everything.
Compare another period (optional) — adds a second column so you can compare two periods side by side.
Reading the report
Revenue accounts are listed first, then expenses, each with a total. The bottom line is Net Income (Loss): total revenue minus total expenses.
If you added a comparison period, each period gets its own column so you can spot changes at a glance.
Working with the report
Update Parameters — change the dates or filters and re-run the report without going back to the Reports page.
Export icons (top right) — download the report, for example to an Excel spreadsheet.
Print and download — use the print and download buttons in the viewer toolbar to save or print the PDF.
Related reports
Owner Income Statement — the same view for one owner.
Property Income Statement — the same view for one property.