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Stessa Mobile: Reporting On The Go
Stessa Mobile: Reporting On The Go

Stessa's full suite of financial reports are available on the mobile app, with a few slight differences from the web platform.

Victor Perez avatar
Written by Victor Perez
Updated over a week ago

Although spreadsheets are easier to navigate on a desktop or laptop computer than on a mobile device, there are times when you need to quickly look up information or share a report with a partner. The good news is that Stessa's financial reports are optimized for smaller screens in the iOS and Android apps.

All Reports Supported on Mobile

When using the mobile app, all your reports are just a few taps away. Use the main navigation menu to select "Reports" and then use the drop-down menu at the top to choose your flavors.

Income Statement & Net Cash Flow Report

The Income Statement and Net Cash Flow reports are displayed directly on the app screen and support horizontal scrolling to view columns hidden at the far right. Both of these reports also include shortcuts to transaction data. Simply tap on any non-zero figure in either report to see the underlying transactions. This is a great way to analyze your data for any missing or incorrectly categorized line items. It can also help in understanding why expenses for a particular month are unexpectedly high or why reported income for a given month is lower than usual.

Here's a quick video of how it works:

Balance Sheet, CapEx, and More

Other reports, including Balance Sheet, Rent Roll, General Ledger, Capital Expenses, Tax Package, and Stress Test are available on mobile as a PDF document or Excel file download. Either file type can then be opened on your mobile device for viewing, editing, etc.

If you don't already have the Excel mobile app, download it for iOS or Android. The Rent Roll and Stress Test reports in particular are much more useful when opened as Excel files. You can then tweak them as needed for your specific purposes or audience.

PDFs are generally easy to view on your mobile device and they can also be shared or forwarded to partners, spouses, or anyone else who might be interested in how your properties are performing. If you're having trouble opening PDF files on your mobile device, get Acrobat Reader for iOS or Android.

Trouble with Reports on Mobile?

If you're still having problems viewing, downloading, or otherwise navigating Stessa's mobile reporting features, reach out and let us know. Just use the main navigation menu to select "Support and Help." Then tap "Send a message," and we'll get back to you.

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