I would like to see numbers at the portfolio levels in both my reporting and transactions detail. There’s currently no way to do that. The modules only allow you to filter by property level.
Allow portfolio level filters (not associated with a property) in "Reports" & "Transactions" modules
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@james.kwon Can you elaborate what you’re looking for? When I go to reports, I can select a portfolio and see the totals for that portfolio. As for transactions, I can see all transactions for the portfolio as well. If you’re looking for portfolio only transactions and want to exclude property specific transactions, you will need to sort the columns in Stessa or download to Excel.
Hope that helps.
-Tom
Hi Tom, Would it be possible to allow that filter within Stessa.. Downloading to excel for simple filter is not the best way to reassign… the purpose of this filter linked to portfolio but not yet linked to specific property so I can fix that and assign to specific property.