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2016 © AppFolio, Inc. Confidential.
AppFolio ReportingApril 19, 2016
2016 © AppFolio, Inc. Confidential.
Hello!● Anna Alter
Manager, Customer Success
● Adam WellsProduct Manager
● Panelists: Arezou, Kelsey, Kenna
2016 © AppFolio, Inc. Confidential.
AGENDA• Frequently Used Reports
• Recent Report Improvements + New Reports
• New Reports Experience
2016 © AppFolio, Inc. Confidential.
Frequently Used Reports
2016 © AppFolio, Inc. Confidential.
General Ledger
Cash Flow Reports
Frequently Used Reports
Bill Detail
Aged Receivable Detail
Rent Roll Reports
2016 © AppFolio, Inc. Confidential.
General Ledger
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● Allows for detailed auditing of your books
● Helpful in troubleshooting other reports
● Displays receipts, checks & JEs
2016 © AppFolio, Inc. Confidential.
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
2016 © AppFolio, Inc. Confidential.
Bill Detail
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● Clickable list of all bills
● Filter by status, GL Account, etc.
● Approval status option
2016 © AppFolio, Inc. Confidential.
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
2016 © AppFolio, Inc. Confidential.
Rent Roll Reports
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● Rent Roll vs. Rent Roll Itemized
● Shows current Occupancy %
● Tenant tracking with NSF & late count info
2016 © AppFolio, Inc. Confidential.
Demo
2016 © AppFolio, Inc. Confidential.
Recent Report
Improvements + New Reports
2016 © AppFolio, Inc. Confidential.
Report Improvements + New Reports in Last 6 Months!
2016 © AppFolio, Inc. Confidential.
Report Improvemen
ts
2016 © AppFolio, Inc. Confidential.
● 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…...
2016 © AppFolio, Inc. Confidential.
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
2016 © AppFolio, Inc. Confidential.
New Reports
2016 © AppFolio, Inc. Confidential.
Cash Flow Comparison
2016 © AppFolio, Inc. Confidential.
Annual Budget Comparison
2016 © AppFolio, Inc. Confidential.
Income Statement 12-Month
2016 © AppFolio, Inc. Confidential.
New Reports Experience
2016 © AppFolio, Inc. Confidential.
What Device(s) Do You Most Often Use to Access
Reports?Select All That Apply:○ Desktop computer○ Laptop○ Tablet○ Smartphone
2016 © AppFolio, Inc. Confidential.
New Reports Experience
2016 © AppFolio, Inc. Confidential.
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
2016 © AppFolio, Inc. Confidential.
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
2016 © AppFolio, Inc. Confidential.
More Mobile Friendly Reports!● Cash Flow Comparison
● General Ledger
● Unit Vacancy Detail
2016 © AppFolio, Inc. Confidential.
Demo
2016 © AppFolio, Inc. Confidential.
Thank You!
Any questions?
Submit a support request through our Help Center!
2016 © AppFolio, Inc. Confidential.
