The quick read
Key points
- Explain this report uses calculated report facts, not a generative model.
- A change identifies what moved; it does not establish why it moved.
- Compare the same scope and inspect source entries before acting.
Set the scope before reading the explanation
Choose the report dates and available portfolio, property or other scope controls. Confirm the displayed comparison period. A full-portfolio result and a single-property result describe different records even when their headings look similar. Use the same scope in the exports and statements you compare.
Read the number behind the sentence
Explain this report describes supported report facts and changes. Keep the corresponding value in view and check whether the statement refers to an amount, a rate or a percentage change. When the prior value is zero, a normal percentage comparison may not be meaningful. Use the displayed values and period labels rather than guessing a percentage.
Separate the change from its cause
For example, a calculated highlight can show that repairs increased compared with an earlier period. It cannot establish whether the reason was a planned repair, a duplicate entry or a missing expense in the earlier period. Open the detail and compare invoices, dates and categorization before writing your own explanation.
Share the review with its limits
Keep the report, dates, scope and unresolved questions together when sharing the result with an owner or accountant. Reports reflect the entries recorded in the books. A concise explanation does not make incomplete records complete or establish the tax treatment of a transaction.
Common questions
Can the explanation change my entries?
No. Calculated report explanations are read-only. Use the appropriate accounting workflow if your review identifies a correction.
Is this a prediction of next month's income?
No. The explanation describes the selected report data and available comparisons. It is not a forecast or tax advice.
Keep your next step simple.
Use the product guide for the app workflow, or contact support with your question. Bookkeeping reports are not tax advice; review filing decisions with a qualified professional.