Configuring a Smart Format

After creating a report format, the smart format used by the system has to be configured as well. Smart Formats define which format to use for this specific type of report by property category.

To set up a Smart Format navigate to "Smart Formats" under the "Reports and Data" header in the system setup menu.

After selecting Smart Formats, click New to add a newly created report format. You’ll notice there is only one Smart Format for each type of report; you designate which report format to use for each property category here, in the smart format setup.

Add the Name for the report that you want to appear as the general report name, select if you want activity or account balance to be returned for the period selected, and then choose the default report format to use.

Setting the default makes this the report format to use, when it is selected from the reports list.

However, if you were to create another version of this report, specific to an asset class, you would be able to specify that report format to be used when choosing this report by name.

For example, let’s say you created a version of this report specific to Office properties named Tenant Credit Monitoring-Office. You’d specify that alternate report name for the Office properties in the list.

Now, you will see the report format in Portfolio Explorer

And if you were to create a report by report format using the Standard Reports menu, Core reports, you would see the format listed there as well.

Standard Reports > Core > By Format

This is true any time you create a report format, it then has to be linked to a smart format.