How Reports Work — Date Range, Period, and Outputs

There are more than 23 reports in Apt Yönet, and they all follow the same design language. This article teaches the common structure; subsequent articles cover each report group in order.

1. Open the Reports page

Click the Reports link in the left menu. The page is divided into two main groups:

• Financial Reports — Balance Sheet, statements, collection-payment lists, debt/receivable status, advanced analysis reports (14 reports).
• Management Reports — Unit list, resident/staff information, fixed assets, attendance list, KVKK reports (6-8 reports).

Each report card is clickable and directs to the relevant report page. Whether the card appears depends on your permissions — an assigned manager/auditor only sees the cards enabled for them.

2. Search box at the top

At the very top of the dashboard is a search box. Type one word of the report name; unmatched cards are instantly hidden. Practical for quick keyboard finding.

3. Open a report — standard structure

Click the relevant card. The report page that opens has this standard structure:

• Top section (toolbar) — Period chip + filters + Print/PDF/Excel buttons.
• (In some reports) KPI bar — 4 large cards: total collections, expenses, net flow, etc.
• Main content — Table, grouping, subtotals.
• (In some reports) Footer total — Period net amount on the last row.

4. Period (date range) selection

Press the date chip button. In the menu that opens, there are prepared options:

• This Month, Last Month
• This Year, Last Year
• Active Period (default — the complex's fiscal period)
• Custom — You can manually enter start and end dates.

When you make a selection, the page instantly refreshes according to the new period. The period you selected is also added to the output URL; if you share the URL, the other party sees the same period.

5. Filters — report-specific dropdowns

Next to the date chip, there are additional filters depending on the report type. Common filters:

• Block — List for a single block only.
• Type — Resident / Supplier / Staff distinction.
• Category — Expense/collection category such as Fuel / Maintenance / Dues.
• View — Options such as Detail / Summary, List / Category / Detailed.
• Status — All / In Debt / In Credit / Zero.

When you change a filter, the page refreshes instantly; the same period is preserved. You don't need to open a separate report for different views of the same report.

6. Three outputs: Print, PDF, Excel

Each report page has at least two output buttons on the upper right (Excel is only in some reports):

Print

An A4-sized print page opens. The browser's own print window automatically appears; you can print to paper or PDF. The page is slightly different from the on-screen design (simplified for printing).

PDF

Directly downloads a PDF file. Instead of the browser's "Print as PDF" feature — this is a persistent PDF created on the server side; colors, boxes, and layout are fully preserved. It is the most suitable option for adding to meetings/emails.

Excel

Downloads the table data as an .xlsx file. Practical for bank reconciliation, external presentations, or doing your own analysis. It appears in table-based reports (in graphical reports like the Balance Sheet, the Excel button may not be available).

7. URL sharing and bookmarking

If you frequently use a filter + period combination, bookmark that URL. The next time you can return to the same view with a single click. If you send the URL to a colleague, it opens with the same selections.

8. Permission rule — who sees which report?

Each report card depends on permissions. The complex owner (company or individual owner) sees all cards. An assigned manager or auditor only sees the cards enabled for them from the Site Settings > Manager/Auditor Permissions section. If the card doesn't appear, the permission is closed; the complex owner must enable it.

Additionally, two reports (User Login Information and Household Information) are opened ONLY to the complex owner within the scope of KVKK — even if you grant permission to the manager/auditor, these two cards are never visible to them.

Next step

To learn each report group in detail, go to the other articles in the category: Financial Statements, Current Account and Movement, Debt and Receivable Status, Advanced Financial Reports, Management and KVKK Reports.