Reports Menu

The Reports Menu is available only if you have purchased the optional planEASe Reporting Extension. It provides the following reports:

APOD Report allows you to display/print an Annual Property Operating Data (APOD) report for your property. The APOD is a very useful snapshot of the status of a property investment as of the projected Acquisition Date, showing most of the information relevant to the investment, absent any projections of performance. If you have purchased the Graphics Extension , the APOD Report offers several Pie Charts of the information contained in the report.

Acquisition Report shows the cash requirement at acquisition considering price, closing costs, and loan proceeds. If you have purchased the Graphics Extension , the Acquisition Report offers several Pie Charts of the information contained in the report.

Sale Report presents the determination of the projected sale price, together with the cash proceeds (and Capital Gain calculations) at sale. The report can be prepared either before or after tax. If you have purchased the Graphics Extension , the Sale Report offers several Pie Charts of the information contained in the report.

Income Statements allows you to produce ProForma Income Statements. These reports can be prepared either before or after tax. They combine the Basic and Detail Analysis report information into a very readable format familiar to real estate professionals and accountants. Further, the reports offer information not shown in the Basic and Detail Analysis Reports, such as Ratio Analysis, projected Sale Proceeds by year, and Return and NPV measures by year, as well as a Common Size Statement and a Dollars/Square Foot or Dollars/Unit Statement. If you have purchased the Graphics Extension , Income Statements offers more than a hundred Graphs of the information contained in the reports.

Annual Statements allows you to display/print an Annual Statement in Annual Property Operating Data (APOD) report format for your property. The information displayed in the report is exactly the same as the information in the 3 Income Statements (ProForma, Common Size and SqFt/Units) Reports for a particular year. Thus, even though the report looks like an APOD, the amounts are those covering the results of an entire year, rather than the “snapshot at acquisition” represented by the APOD. If you have purchased the Graphics Extension , Annual Statements offers several Pie Charts of the information contained in the report.

Assumptions Report produces a report showing (in English) the assumptions used to generate the other reports. It was created with the idea of generating an assumptions report which can be presented to an investor or other concerned party to explain the assumptive basis of the other planEASe reports.

Rent Roll produces Rent Roll reports and graphs for either commercial multi-tenant properties (like Office Buildings or Retail Centers), or Unit oriented properties (like Apartments or Mini-Storage). If you have purchased the Graphics Extension , the Rent Roll offers several Pie Charts of the information contained in the report.

TitlePages planEASe/TitlePages is a Multiple Document Interface (MDI) WSIWYG word processor incorporated into planEASe to enable you to process and print documents and Web Pages that use the same Page Setup as your planEASe Reports and Graphs. Thus you may produce planEASe documents, reports, graphs and/or Web Pages bearing consecutive page numbers with the same appearance so that the entire presentation package appears to have been produced by the same software (as indeed it has).

Report Packages allows you to create and save packages of as many planEASe reports and graphs as you desire. Once created, packages may be recalled from file and printed or saved as webpages whenever you wish using the Assumption Set presently in memory.