Reports Companion

Last modified: April 27, 2026
Estimated reading time: < 1 min

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The Reports Companion Guide is your quick reference for building customized reports in STRATAFOLIO using Report Settings and Dropdown Filters. This guide explains how to show or hide columns, save and switch between custom report views, apply filters to narrow your data, and export exactly what you see on screen. It also includes a complete list of 22 ready-to-use report types with the specific columns to enable for each, covering everything from vacancy and occupancy reports to lender reports and past due invoices.

Read the full guide on exporting reports to CSV or Excel.

Reports Companion Guide-kb


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