Standard Reports

Standard reports allow users to view a report with pre-defined fields and inputs. These reports can be filtered and exported, if required.

Nakisa Portfolio Management has the following standard reports by default:

Critical Dates Report: This report tracks critical dates per critical clause type.
Month to Month Contract Extension Report: This report allows you to identify which contracts are month to month contracts.
Landlord Listing Report: This report summarizes all your partners for your locations.
Tenant Contact Report: This report lists your vendors and their associated contacts.
Lease Expiration Report: This report tracks contracts that are nearing their expiration date.
Rent Profile Report: This report provides an overview of payment terms per month and year for your contracts.
Contract Events Report: This report tracks and summarizes modifications made to your active contracts.
Rent Roll Report: This report provides a summary of rental payments for your leased locations.
Lease Rent Area Report: This report lists the areas for your locations and premises.
Variance Report: This report calculates the difference between previous term amounts and the current payment term amounts and lists the variance percentage for your contracts.
Assessment and Taxes Report: This report summarizes realty tax information for your premises.
Assessment and Appeals Report: This report tracks the details of appeals, assessments reviewed, targeted assessments, and cost savings.
Energy Consumption and Emissions Report: This report tracks your ESG data from your premises.
Sub-lease Report: This report summarizes relevant information for sub-leases.
Operating Expense Reconciliation Report: This report summarizes operating cost reconciliations for your contracts.

To manage standard reports:

Click > Duplicate Page to copy the report. Copies are listed under Dashboards > Custom and can be edited to suit the users' needs.
Click at the top right corner of the report to view the report options.
Click > to export the report. Exported reports are available for download on the Exported Reports page.
- Report exports can also be scheduled. To schedule the export:
  1. Click Schedule.
  2. Set the date range using the Scheduled From and Scheduled To fields.
  3. Set the run frequency by selecting one of the tabs ("Hourly", "Daily", "Weekly", "Monthly", or "Yearly") and adjusting the parameters below.
  4. Click Schedule.