The Property Fee Rules report in the Report Builder shows the fee rules linked to your property portfolio, helping you oversee, analyse, and forecast the financial impact of fee structures.
How to Access the Property Fee Rules Report
Navigate to Reporting from the main menu.
Select Report Builder.
Choose Property Fee Rules from the sample reports at the top of the page.
Customising the Report
Use the Columns picker (top-right) to select which columns to include and click Apply, then Run to generate. Drag and drop columns to reorder them.
Apply filters to refine by Company, Property Manager, Properties, Owners, and Fee Rules.
Note: The Rent column shows total rent for a property across all current tenancies. Outgoings includes all costs in an outgoings template plus any rent template items labelled as Outgoings.
Exporting, Saving, and Favouriting
Export — click Export to save as Excel or PDF.
Save — save your customised configuration within the Report Builder for future use.
Favourite — click the star icon to add the report to the Re-Leased navigation under the Reporting dropdown.
In Asia-Pacific, "Trust Account" is the standard term; European customers refer to it as "Client Account". Client/Trust Accounting functionality does not apply to customers in North America. For more information on regional terminology, see our Glossary of Regional Terminology.