AppFolio Reporting Features (Customer Webinar Slides)

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AppFolio ReportingApril 19, 2016

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Hello!● Anna Alter

Manager, Customer Success

● Adam WellsProduct Manager

● Panelists: Arezou, Kelsey, Kenna

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AGENDA• Frequently Used Reports

• Recent Report Improvements + New Reports

• New Reports Experience

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Frequently Used Reports

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General Ledger

Cash Flow Reports

Frequently Used Reports

Bill Detail

Aged Receivable Detail

Rent Roll Reports

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General Ledger

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● Allows for detailed auditing of your books

● Helpful in troubleshooting other reports

● Displays receipts, checks & JEs

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Cash Flow Reports

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● Shows net change in all income and expense accounts

● Great for End of Year

● Cash Flow vs. Cash Flow Detail & 12-Month Cash Flow

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Bill Detail

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● Clickable list of all bills

● Filter by status, GL Account, etc.

● Approval status option

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Aged Receivable Detail

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● Displays all unpaid charges as of a specific date, & how old the charges are

● Useful for auditing accrual accounting

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Rent Roll Reports

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● Rent Roll vs. Rent Roll Itemized

● Shows current Occupancy %

● Tenant tracking with NSF & late count info

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Demo

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Recent Report

Improvements + New Reports

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Report Improvements + New Reports in Last 6 Months!

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Report Improvemen

ts

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● Reports included in universal search results

● Reports page now mobile-friendly

● Any cash account on Trust Account Balance report

● Search bill date, due date, paid date or last modified date on Bill Detail

● Additional column options, added filter capabilities, and much more!

● And…...

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Suppress Prepayments on the Owner’s Statement!

● Suppressed when received

● When prepayment applies:○ Displayed on Owner Statement

(only non-suppressed GL accounts)○ Increases Owner Statement balance

● Manage Accounting Settings > Suppress Prepayments from Owner’s Statement

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New Reports

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Cash Flow Comparison

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Annual Budget Comparison

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Income Statement 12-Month

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New Reports Experience

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What Device(s) Do You Most Often Use to Access

Reports?Select All That Apply:○ Desktop computer○ Laptop○ Tablet○ Smartphone

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New Reports Experience

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Mobile-Friendly Reports

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Easily accessible on any tablets and smartphones

Features include:● Horizontal scroll● Locked column● Filter, export, print to PDF,

email, or save● Easily change how data is

sorted

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New Wrench Menu

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● Fit a single column or all columns to the width of the data

● Lock a column● Hide a column● Group all data in

report by a column

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More Mobile Friendly Reports!● Cash Flow Comparison

● General Ledger

● Unit Vacancy Detail

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Demo

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Thank You!

Any questions?

Submit a support request through our Help Center!

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