The Reports page
Where to find it Open Accounting in the left navigation, then select Reports . The page opens to the Reports Hub -- a catalog of every report available for the selected property. The Reports Hub...
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Where to find it
Open Accounting in the left navigation, then select Reports. The page opens to the Reports Hub -- a catalog of every report available for the selected property.
The Reports Hub catalog
Caption: The Reports Hub showing report cards grouped by category. Cards that do not apply to the selected property are hidden automatically. The Generate Statements button appears in the sidebar footer.
Reports are organized into cards grouped by category. Only the cards that apply to the currently selected property appear -- there is no clutter from reports that would never have data for that property. For example, a residential building will not see a CAM Reconciliation card, and a property with no leases will not see a Rent Roll card. Accounting must also be enabled for the property before any report cards appear.
The hub shows a loading skeleton while report data is being fetched, and a clear "Accounting not enabled" state if the property has not been set up for accounting yet.
Report categories
| Category | What it covers |
|---|---|
| Core Financials | Trial Balance, Income Statement, Balance Sheet, General Ledger, and other foundational financial statements |
| Receivables | Outstanding charges, aging summaries, and collections tracking |
| Payables & Vendors | Vendor bills, payment runs, and outstanding payables |
| Budget & Reserves | Budget vs. actuals comparisons and reserve fund tracking |
| Cash Flow | Cash movement summaries and bank-position snapshots |
| Governance | Board-ready summaries, audit trails, and approval logs |
| Leasing & Occupancy | Rent rolls, lease expiry schedules, and occupancy rates (properties with leases only) |
| Segment-Specific | Reports that apply only to certain property types, such as CAM Reconciliation for commercial properties |
The report controls bar
Clicking any report card opens it in a report shell with a controls bar at the top.
Caption: The report shell showing the controls bar (date presets, basis toggle, comparison overlay, Export button) and the AI CFO narrative panel in its expanded state.
The controls bar lets you:
- Date presets -- quickly switch between common periods (This Month, Last Month, This Quarter, This Year, and custom date ranges).
- Basis toggle -- switch between Accrual and Cash accounting on reports that support it. The numbers update immediately. Reports that are not basis-aware do not show this toggle.
- Comparison overlay -- layer in a prior period, prior year, or budget alongside the current figures to spot trends at a glance.
- Export -- download the report as a PDF. Every report exports through a single branded PDF template that carries both the property name and the management company's branding. Portrait orientation is used for statement-style reports; landscape is used for wide ledger and detail reports.
Generating statements in bulk
The Generate Statements button in the sidebar footer lets you batch-generate per-account statement PDFs for a selected period. URBI packages them into a single ZIP file you can download and distribute. This is useful for month-end or year-end owner and board packages.
Caption: The Generate Statements modal, accessible from the sidebar footer of the Reports Hub.
AI CFO narrative (PREMIUM)
PREMIUM properties get an AI CFO panel alongside applicable reports. The panel reads the report numbers and writes a plain-language narrative -- key takeaways, variances worth noting, and anything that may need attention. The panel can be expanded or collapsed and refreshes when you change the date range or basis. It does not replace the underlying numbers; it adds a layer of interpretation on top of them.
Charge Category label
A related addition to the accounting module is the optional Charge Category field on charges. When a charge is tagged with a category, that label flows through into the relevant reports (such as the General Ledger and receivables reports), giving you a finer-grained view of what drives a line item.
Caption: The Charge Category field on a charge record. The selected category label appears in reports that include charge detail.
Learn more
- Core financial reports -- Trial Balance, Income Statement, Balance Sheet, General Ledger, and more