We’ve introduced the below updates and enhancements to improve the consistency, clarity, and performance of Pereview’s financial reporting, based on how clients run, review, and compare reports in practice.
The enhancements fall into these key areas:
Standardized report parameters
Filters and inputs now use consistent language and ordering across reports, making it easier to move between reports without re-entering or reinterpreting selections.
Unified look and feel
Reports have been aligned to create a more consistent experience so navigating to one report feels familiar if you’ve used others.
Aligned fiscal year logic
Fiscal year handling has been standardized across reports to improve comparability and reduce discrepancies when reviewing results.
Here is the full list of reports that have been updated.
Enhancements
- Added a Report Specifications page to each Report.
- Accounting Code added to column headers for “By Property” reports.
- Standardized layouts and logic of report parameters.
- Limited the Asset / Accounting code lists in report headers to five with “+ more” shown if more than five are selected. This list is hidden when viewing reports by Accounting Code.
- Added and standardized Fiscal Year logic.
- Improved performance.
- Updated “Fund” term to “Ownership."
- Updated “SubAsset” term to “Accounting Code."
- Upgraded the Budget to Actuals report to allow side-by-side views of MTD, Fiscal YTD, and T12 variance data.
Financial reports updated
- Income Statement
- Income Statement by Property
- Income Statement Over Period
- Balance Sheet
- Balance Sheet Net Change
- Balance Sheet by Property
- Balance Sheet Over Period
- Budget vs. Actuals
- Statement of Cash Flows
- Statement of Cash Flows Over Period
Additional Updates and Enhancements
Lease Trade Out Report
This update allows you to quickly and easily spot and compare changes in lease terms for each unit. Any lease term changes can be filtered based on custom start and end dates.
Portfolio Assets
Instantly see how current your data is with as-of footers. Acquisition Cost has been removed, and Debt at Par replaces Debt MTM. If you wish to use this dashboard, please contact Pereview Support, and we can push this update out to you.
Trial Balance Revisions
This update standardizes the layout of Trial Balance to bring it in line with industry standards. Retained Earnings reports are also standardized for greater consistency across the platform.
GL Metric Over Period
Select and personalize your report view by choosing the desired level of accounting detail and easily including or excluding hidden and sold assets.
