Owner By Total report

The Owner by Total report is a configurable report that displays a high-level overview of yearly information that is most valuable to owners and stakeholders. It can be used to analyze the overall revenue versus expenses of a profit center. The report displays the year-end profit center totals and evaluates property revenues and expenses by comparing up to three other datasets.

This report must be configured in the Budgeting Report Builder prior to running for the first time. However, this report shares the same configuration as the Owner by Period and Quarterly 30/60/90 reports, so if you have already configured either one of those reports, you would not need to configure this report.

Key Information

• Provides an overview of profit center totals for the base dataset compared to other datasets.

• Offers up to three configurable reference datasets.

• Depending on the options selected, this report will display the following columns: Percent of line, Variances denoting the difference(s) between the datasets, and POR data.

• Prints in a one-page format typically used by owners.

For more information:

• Running reports

• Report configuration

• Reporter