Details
This report lists the property types, market value, valuation date, lease expiry date, and whether the property is subjected to LRBA for all property accounts held in a fund.
Please note this report only includes properties that have been added to the Property Dashboard.
- If a property has been recorded outside of this screen, follow the instructions here to add it to the Property Dashboard.
How to prepare
| From the Main Toolbar, go to Reports |
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| Select Reports |
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1. On the left-hand side of the Reports screen, use the search bar to search for the Property Summary Report. Alternatively, locate the report under Investment Reports.
2. In the Search Result Reports section, select the green arrow to add the report to your Report Pack List.
3. Once the report has been added, select Settings (to the right of the report).
Sort the report by Account Code, Property Type, Last Valuation Date or Lease Expiry.
You can also toggle the option to only display currently held properties. Once finished, click Save.
4. Select either Download PDF, Download Excel or Download Word.
You can also add these reports to a Report Pack. See Reports for instructions.