Note

An asterisk (*) indicates a required field or selection.

Building From

The report calls for a building range to print from. Enter the first number of the building range. Or use the drop-down to display a lookup list. Leave blank to include all.

The report calls for a unit range to print from. Enter the first number of the unit range. Or use the drop-down to display a lookup list. Leave blank to include all.

Building To

The report calls for a building range to print from. Enter the last number of the building range. Or use the drop-down to display a lookup list. Leave blank to include all.

The report calls for a unit range to print from. Enter the last number of the unit range. Or use the drop-down to display a lookup list. Leave blank to include all.

Rebilling Group *

Select the rebilling group code to include from the drop-down list. Tenant recovery records linked to the selected Rebilling group codes are included in the report.

From (MM/YYYY)

Enter the first period of the recovery year to consider when calculating Tenant Expense amounts using the format mm/yyyy for the selected tenants.

Thru (MM/YYYY)*

Enter the date the recovery year ended using the format mm/yyyy to calculate the Tenant Expense amounts for the selected tenants.

Amount Type

Use the drop-down list to select the amount type to use in the Tenant Expense calculations for the selected tenants.    

Tenant

Any tenant that is included in the Tenant range and has a recovery record in the selected rebilling group will be included on the report.

Expense Table

The report will list the Expense Table linked to the tenant’s recovery record and each expense account the tenant has selected to be responsible for.

Notes

• If an Expense Account is set with a Pass Thru % on the Expense Account setup (Setup—Rebillings—Recoveries—Expense Tables—Expense Accounts) the Pass Thru % will be listed after the Expense Account Description.
• If an Expense Account is set with a Gross Up flag on the Expense Account setup (Setup—Rebillings—Recoveries—Expense Tables—Expense Accounts) and the tenant has a Gross Up % defined in the Tenant Recovery Record, the Gross Up % will be listed after the Expense Account Description.

Amount

The expense account's amount for the selected time period based on the Amount type selected (Actual, Budget, Next Year Budget, or Forecast).

Pass Thru

The tenant’s pass thru % defined for the expense account from the tenant’s recovery record.

Calculation: Expense Account Amount * the Pass Thru %.

Cap

Then tenant’s cap defined for the expense account from the tenant’s recovery record.

Notes

If the tenant recovery record is set up so that the cap will increase after the next recovery processing, the Tenant Expense report will only capture the current Cap regardless of the From and Thru dates selected.

Tenant Expense

The tenant expense is calculated as:

Amount * Pass Thru compared to Cap = Tenant Expense  

This amount should match the Tenant Expense amount from the Actual and Estimate Recovery Worksheets if processed for the same time period.

Base Year

Data only exists if the recovery record has a Recovery Type = Base Year.

This is the tenant’s base year for the expense account from the tenant’s recovery record

Base Year Amount

The base year expense account's amount for the selected time period based on the Amount type selected. (Actual, Budget, Next Year Budget, or Forecast)

Base Year Tenant Expense

The base year tenant expense is calculated as:

Base Year Amount * the Pass Thru %.

This amount is used in calculating the Base Amount for a Base Year recovery record from the Actual and Estimate Recovery Worksheets if processed for the same time period.  ((Base Year Tenant Expense * % Share) * Tenant Recovery Days)

1. From the eSite menu, select Reports—Audit Reports—Tenant Expenses.
2. Select the information you want to see on the report (refer to the Selection Criteria for this report).
3. Select a Report Format option: Acrobat Reader (default), Crystal Viewer, Excel
4. Click Display. If you selected the printing option, Excel, you are prompted to open or save the report Excel file. Otherwise, the report opens in your preferred format.