In STRATAFOLIO, a table is a grid of information displayed in rows and columns, similar to a spreadsheet. Tables show details about leases, tenants, payments, properties, and more. You can filter, arrange, and adjust these tables to match your workflow.
This functionality makes it easy to customize reports in STRATAFOLIO so they display the information you want, in the way you prefer. Every user can create their own default view, build standard reports for easy access at any time, and even export results. These changes are specific to each user, so your preferences will not affect anyone else’s view.
How to Create, Add, Remove, or Filter Columns
Start by choosing any view with a table you want to modify.
- Drag and drop columns: Click and hold the column header, then drag it into a new position.
- Sort columns: Click the column header to toggle between alphabetical (A–Z) or numerical (1,2,3) sorting, and reverse order (Z–A or 3,2,1).
Next, click on the Report Settings above a table. A dialog box will open on the right side where you can adjust the data display.
Under Columns, you’ll see three quick options:
- Select All: Restores all columns in the table.
- Select None: Removes all columns, which is useful if you only want a few items displayed at a time.
- Checkbox control: Every available column has a checkbox. Mark a box to show that column, unmark it to hide the column.
This flexibility ensures you can build views that match your role, whether you’re preparing data for a lender, a property manager, or your internal accounting team.
How to Save a New Report
When your table displays the way you want, save it for future use by selecting Add New Report.
- A new section will appear to customize your new view.
- Enter a name and select Save New Report. The new profile will now appear in the drop-down menu at the top of the dialog box.
- To make it your default, select Save New Default Profile. This ensures your preferred setup loads automatically each time you return to that view, even after logging out.
If you create multiple reports, you can manage them through the Report Profiles drop-down:
- To switch profiles, simply select from the drop-down.
- To change the default, highlight a profile and select Set as Default.
- To delete, select the profile and press Delete.
These profiles make it easy to save report views so you don’t need to reconfigure columns every time you log in.
Exporting Your Data
Once you’ve customized your report, exporting it is simple.
- Click the Excel button (or select the arrow for CSV or PDF) to export the table in its current condition.
- The exported file reflects your current column order, and selected profile.
- The exported file does not reflect your current dropdown filters.
This ensures reports you share externally match exactly what you have set up in STRATAFOLIO.
Why Customized Reporting Helps
When creating multiple reports for different groups, customizing views saves time and effort. For example:
- A report for a financial institution may include original loan balance, current loan balances, interest rate, debt service coverage, or loan details.
- A report for a property manager may instead focus on lease expirations, operating expenses, and CAM reconciliations.
By saving different reports, you can switch between use cases instantly. Each time you run the report, STRATAFOLIO delivers it in the exact format you set up. This ability to customize financial or other standard reports improves efficiency, consistency, and accuracy across your team.
