Intacct Real Estate
Intacct Real Estate
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Sales History

1. Introduction

Purpose

The Sales History report helps users review sales performance by lease across multiple years.

It is designed to show monthly sales activity, annual sales totals, and sales variation side by side so users can compare trends over time.

Aggregation Level

This report is primarily presented at the lease level, with supporting context for the related Property, Unit, and Tenant.

It also displays the applicable Sales type, Current breakpoint, and Overage percent for the lease being reviewed.

2. How to Use the Report

Step 1 - Select Filters

Open the report and set the parameters in the following order:

  1. Entity ID (multi-select)

  2. Property Name (multi-select)

  3. Lease Name (multi-select, optional if you want to narrow results)

  4. Sales type

  5. Sales category (multi-select)

Step 2 - Run the Report

After selecting the filters, run or refresh the report.

Step 3 - Validate Header Information

At the top of the report, verify the following:

  • Sales History report title

  • Execution date timestamp

Step 4 - Review the Lease Header Information

For each lease returned, confirm the identifying information shown in the header area:

  • Property

  • Lease name

  • Lease start

  • Lease end

  • Unit

  • Tenant

Step 5 - Review the Sales Context

Below the lease header, review the sales context shown for the lease:

  • Sales type

  • Current breakpoint

  • Overage percent

Step 6 - Review the Main Table

The main table displays the following columns:

  • Month

  • 2024

  • 2023

  • 2022

  • Annual sales

  • Variation

Use this layout to compare monthly sales by year and to review the annual total and variation shown for each lease.

Expected Display

  • Each returned section represents one lease

  • Monthly sales values are displayed side by side across multiple years

  • Annual sales summarizes the yearly totals shown in the report

  • Variation helps compare year-over-year movement

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3. Technical Explanation

Table Structure

This report brings together sales history for three years at a time in the current layout:

  • 2024

  • 2023

  • 2022

For each lease displayed, the report aligns sales by Month so users can compare the same period across years in a single view.

Monthly Transactions Only: We are computing sales exclusively from transactions with a monthly transaction type.

Ignoring Future Sales: Sales with transaction dates beyond the current date are not included.

Relevant Properties and Leases: Only properties and leases with at least one sales entry will be displayed.

Granularity Explanation

The report is structured at the lease level because sales performance, breakpoint review, and overage analysis are typically evaluated for each lease individually.

Property and tenant details are included to help users confirm they are reviewing the correct lease.

Sales Context Fields

The Annual sales row summarizes the yearly sales values shown in the report.

The Variation row helps users compare year-over-year movement.

The Current breakpoint and Overage percent provide additional context for understanding whether sales levels are approaching or exceeding lease thresholds.

4. Troubleshooting

No Data Returned

Possible causes:

  • The selected Entity ID, Property Name, and Lease Name combination does not match available sales records

  • The selected Sales type or Sales category is too restrictive

Possible fixes:

  • Reduce the number of filters and rerun the report

  • Confirm that the selected properties and leases are valid for the sales records you expect to review

  • Verify that the selected Sales type and Sales category match the lease activity you want to analyze

Expected Lease Does Not Appear

Possible causes:

  • The lease does not belong to the selected property or entity

  • The Lease Name filter is narrowing the results too much

Possible fixes:

  • Check whether the lease belongs to the selected property and entity

  • Remove the Lease Name filter temporarily and rerun the report

Annual Totals or Variation Look Unexpected

Possible causes:

  • The comparison is based on the monthly values shown for 2024, 2023, and 2022

  • The wrong lease or sales type may be selected for the review

Possible fixes:

  • Review the monthly values in the table before interpreting the totals or variation

  • Confirm that you are analyzing the intended lease and sales type

Breakpoint Information Is Blank or Not Meaningful

Possible causes:

  • Some leases may not have current breakpoint or overage information available in the report output

Possible fixes:

  • Reconfirm that the lease and sales type selected are the intended records for review

  • Compare with other leases in the same reporting context if needed

5. Customization

Possible enhancements for this report include:

Year Comparison Changes

  • Add newer or older years to the comparison table

  • Change the labels or formatting of the year columns

Header and Context Enhancements

  • Add additional lease details in the header section

  • Expand the sales context shown for each lease

Reporting Enhancements

  • Include summary sections by property or entity

  • Expand export formatting for easier downstream analysis

These modifications can be requested as a report customization through the customer portal.