Reporting Extension

Adds the Reports Menu to planEASe, allowing you to produce reports for: Annual Property Operating Data (APOD), Acquisition Report, ProForma Income Statements, Sale Report, Annual Statements, Assumptions Report, and Rent Roll. Also adds TitlePages, an internal word processor. (Requires planEASe Base)

Video Title: planEASe Reporting Extension Video Publication_Date: Jan 01, 20099 Video Duration: 11:00 minutes

The optional Reporting Extension adds this menu to the planEASe menu bar. If you also purchase our Graphics Extension, the reports of the Reporting Extension also include millions (yes, millions) of graphs of items shown in these reports. Use the links below to learn more about the planEASe Reporting Extension

Annual Property Operating Data (APOD)

• Shows the Revenues, Expenses, Net Operating Income (NOI), Debt Service and Cash Flow Before Tax for the Property as of the Acquisition Date on either a monthly or annual basis. Also shows Capitalization Rate, Cash on Cash, Gross Income Multiple, Debt Coverage Ratio, Loan to Value and Loan Constant. Many Pie Charts are available here by adding the Graphics Extension.

Acquisition Report

• shows the cash required at acquisition, considering price, closing costs, and loan proceeds. Pie Charts are available here by adding the Graphics Extension.

Sale Report

• shows an Analysis of Sale Proceeds and Analysis of Capital Gain Results. Computes Net Sale Price for Tax Purposes, Adjusted Basis at Sale, Cost Recovery Taken, Cost Recovery Recapture Tax, and Tax on Adjusted Net Capital Gain, to show After Tax Cash Proceeds of Sale. Tax considerations may be eliminated by choosing 'Before Tax' instead of 'After Tax' at the screen top right. Pie Charts are available here by adding the Graphics Extension.

Proforma Income Statements

• Reports a complete income statement for 1 to 99 years, depending on the chosen holding period. Shows Income, Reimbursements, Expenses, NOI, Debt Service, Capital Expenditures, Before Tax Cash Flow, After Tax Cash Flow, and Sale Proceeds.. Then computes Capitalization Rate, Cash on Cash, Gross Income Multiple, Debt Coverage Ratio, Breakeven Occupancy, Loan Balance/Property Value, NOI/Property Value, Gross Income Multiple, Operating Expense Ratio, Internal Rate of Return (IRR), and Net Present Value (NPV) before and after tax for each of the years. Also shows Common Size and $/SquareFoot Reports. These reports may be configured in more than 5,000 variations by setting the list and checkboxes below the report on screen. MILLIONS of user configurable graphs are available here by adding the Graphics Extension.

Annual Statements

• Shows the Revenues, Expenses, Net Operating Income (NOI), Debt Service and Cash Flow Before Tax for the Property for the chosen time period (Month, Quarter or Year). Computes Capitalization Rate, Adj. Capitalization Rate, Cash on Cash Before Tax, Adj. Cash on Cash Before Tax, Cash on Cash After Tax, Adj. Cash on Cash After Tax, Accounting RoR Before Tax, Accounting RoR After Tax, Current RoR Before Tax, Current RoR After Tax, Debt Coverage Ratio, Breakeven Occupancy, Loan Balance/Property Value, NOI/Property Value, Gross Income Multiple, Operating Expense Ratio, IRR and NPV Before Debt, Before Tax or After Tax. Many Pie Charts are available here by adding the Graphics Extension.

Assumptions Report

• Shows (in English) the assumption values used to generate your analysis. 'Show Page Notes' allows you to generate the report with or without the optional page notes you can attach to each assumption page. 'Refer Revenues' allows you to skip the revenue assumption pages when you would prefer to use the Lease Analysis Reports to document your revenue assumptions instead.

Rent Roll

• Shows a Square Foot or Unit based Rent Roll for the property being analyzed. The 'Monthly' checkbox allows you to show $/Month rather than $/Year, $/Month/RSF, etc. If your property leases include reimbursements, there will be a 'Include Reimbs' checkbox so the $ numbers can include those reimbursements or not. Pie Charts are available here by adding the Graphics Extension.

TitlePages

• TitlePages is a Multiple Document Interface (MDI) word processor incorporated into planEASe to enable you to process and print documents that use the same Page Setup as your planEASe Reports and Graphs. Thus you may produce planEASe documents, reports and graphs 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).

Adds the Reports Menu to planEASe, allowing you to produce reports for: Annual Property Operating Data (APOD), Acquisition Report, ProForma Income Statements, Sale Report, Annual Statements, Assumptions Report, and Rent Roll. Also adds TitlePages, an internal word processor. (Requires planEASe Base)

Adds the Reports Menu to planEASe, allowing you to produce reports for: Annual Property Operating Data (APOD), Acquisition Report, ProForma Income Statements, Sale Report, Annual Statements, Assumptions Report, and Rent Roll. Also adds TitlePages, an internal word processor. (Requires planEASe Base)