How can we help you today?

Follow

What data can I export?

You can export different types of data as spreadsheets via the user menu or specific views. Most export files, e.g. leases or OPEX, correspond to a default import template so you can use them for updating the data. Other export files such as valuation breakdown or reconciliation report, are considered as reports meaning that you can download the data from Assetti but the file cannot be imported.

User menu

Export functionality can be found in the user menu. There is no filtering or time selector so the spreadsheet contains e.g. all properties.

  1. Click on your username > Export
  2. Select the file to export
    • Properties
    • SWOT
    • Leases
    • Invoices
    • Contacts
    • Units
    • OPEX
    • Market Values
    • Income and Costs
    • PnL
    • Book Values
    • Utilities
    • Repairs
  3. You find the file in your downloads folder.

Additionally, you can export account map(s) and rent types.

  • Username > Account maps
  • Username > Rent types

Na_ytto_kuva_2022-5-2_kello_10.51.07.png

Na_ytto_kuva_2022-5-4_kello_12.19.18.png

Exports and reports from the main views

The content of the export is view specific and reflects your filters in the user interface so you can narrow down your options e.g. based on time or validity, depending on the view. Some reports have also additional filtering options.

Export button can be found in the upper right corner of the main views.

PROPERTIES

 
EXPORTS REPORTS
Properties

Properties Report

Leases Valuation Breakdown
OPEX Rent Roll
PnL Rent Report
Market Values Deposit Report
Income and Costs CAPEX Report
Repairs Valuation Report
Units  
Deposit  
Rents by Rent Type  
Rental Budget  

KPIs, table view. Each tab has unique export options.

EXPORTS

Portfolio metrics

Property metrics

Unit metrics

Lease metrics

Tenant metrics

OPEX metrics

LEASES

 
EXPORTS REPORTS
Leases Rent Roll
Deposit Deposit Report
Rents by Rent type Invoice Report
Rental Budget Reconciliation Report
Grid content (in the grid view)  

UNITS

 
EXPORTS  
Units  
Leases  
Grid content (in the grid view)  

CONTACTS

 
EXPORTS  
Contacts  
Leases  

INVOICING

 
EXPORTS REPORTS
Invoices Deposits and Arrears
  Invoice Report
  Reconciliation Report

UTILITIES

 
EXPORTS  
Utilities  

LOANS

 
EXPORTS  
Loans  
Amortizations  

Na_ytto_kuva_2022-5-2_kello_11.39.12.png

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.