Outcome

The document uses the smallest financial scope that still produces the required analysis pages.

Navigation path

Documents > Open a supported document > Financial Scope

Access

Document creation access

On this page

Before you start

Data, sources, and access to prepare

A supported document with a Financial Scope step
A decision about which financial pages the audience needs

Map scope to wizard steps

Financial Scope selector with all four standard analysis choices visible together. — Compare the four financial scopes before entering data because the selection determines later steps and output pages.

Show the exact control that selects a financial mode and its immediate consequences. — The selected mode and resulting wizard steps are visible.

Orient users to the financial scope chooser and the work each option includes. — All available scope cards and the current selection are visible.

Financial scope decision

Start with the deliverable, then choose the matching input depth.

What must the reader see?

Identify the required financial pages

Full Financials

Rent roll, income and expenses, and detailed analysis

Rent Roll Only

Roster or inventory without valuation

Cap Rate & NOI

Headline value facts without full underwriting

Skip Financials

No native financial analysis

What must the reader see?Full FinancialsDetailed model
What must the reader see?Rent Roll OnlyRoster only
What must the reader see?Cap Rate & NOIHeadline value
What must the reader see?Skip FinancialsNone

Available steps by stored financial mode.
Scope	Wizard financial steps	Best fit
Full Financials	Scope, Rent Roll, Income & Expenses, Valuation	Complete cash flow or pro forma
Rent Roll Only	Scope, Rent Roll	Tenant, unit, room, or pad roster only
Cap Rate & NOI	Scope, Valuation	Known price plus NOI or cap rate
Skip Financials	Scope only	Marketing package without native financial tables

Apply document and property restrictions

Complete financial mode and native output matrix. Output pages still require applicable saved content unless the row says they are forced.
Document or property situation	Full Financials	Rent Roll Only	Cap Rate & NOI	Skip Financials	Native output behavior
Standard supported property	Available	Available	Available	Available	Full can show Rent Roll, Income & Expenses, cash flow or pro forma, and Valuation Summary. Rent Roll Only keeps Rent Roll. Cap Rate & NOI keeps Valuation Summary. Skip hides native financial pages.
BOV, excluding Land and Net Lease	Available	Not offered	Available and default	Not offered	Full can show detailed financial pages plus the BOV Valuation Summary. Cap Rate & NOI keeps the BOV Valuation Summary while hiding Rent Roll, Income & Expenses, and cash flow or pro forma.
Land, non-BOV	Chooser hidden	Chooser hidden	Chooser hidden	Chooser hidden	The standard Land workflow excludes Rent Roll, Income & Expenses, Valuation Summary, cash flow or pro forma, and Rental Comparables.
Land BOV	Chooser hidden	Chooser hidden	Chooser hidden	Chooser hidden	The BOV Valuation Summary is forced into the output for the land sales-comparison and opinion-of-value workflow. Generic Rent Roll, Income & Expenses, cash flow or pro forma, and Rental Comparables remain excluded.
Single Tenant Net Lease, non-BOV	Available	Not offered	Available	Available	The generic Rent Roll, Income & Expenses, and Valuation Summary pages are excluded. Full can show the Net Lease Summary plus cash flow or pro forma. Cap Rate & NOI can keep the populated Net Lease Summary but hides the projection. Skip hides both native financial pages.
Single Tenant Net Lease BOV	Available	Not offered	Available and default	Not offered	The BOV rule keeps Valuation Summary. A populated Net Lease Summary can also appear. Cash flow or pro forma appears only with Full Financials.

How to read the matrix

Available means the standard scope chooser shows that option.
Chooser hidden means the property workflow determines the financial steps instead of asking the user to select a mode.
A custom client template can intentionally change page names or page assembly. Verify the final page list in Review & Customize.

Scope controls native financial content

Scope does not erase saved financial records. It changes which wizard steps and native document pages are used. Always inspect Review & Customize after a scope change.

Select or change scope

Demonstrate changing financial mode and the resulting wizard-step update. — The selected mode changes and the visible step set updates.

Scope selection steps

1
Open the scope chooser
Wizard navigation, Financial Scope
Open Financial Scope from the wizard navigation.
Expected result: The available scope cards are visible.
If this does not happen: If the wizard auto-advances, use Change Financial Scope to return to the chooser.
2
Compare the included work
Financial Scope cards
Match each available scope description to the required deliverable.
Expected result: One option is identified intentionally.
If this does not happen: If an option is absent, check the BOV, Land, Net Lease, or custom-template restrictions above.
3
Review a downshift warning
Change Financial Scope confirmation
Read the complete warning for the less detailed scope.
Expected result: The effect on wizard steps and native pages is understood.
If this does not happen: Cancel if you still need to review or record detailed inputs first.
4
Confirm a downshift
Change Financial Scope confirmation > Confirm
Select Confirm.
Expected result: The wizard navigation updates to the new step set.
If this does not happen: Return to Financial Scope if the resulting path is not intended.
5
Open the document preview
Wizard navigation
Open Review & Customize.
Expected result: The preview displays the current page list.
If this does not happen: Wait for pending saves before reopening the preview if it does not reflect the new scope.
6
Verify the output
Review & Customize
Compare the visible financial pages with the mode and output matrix.
Expected result: Only the intended native financial pages remain.
If this does not happen: If a page is unexpected, return to scope and inspect any custom pages separately.

Resolve scope surprises

Show a real financial validation state with the row or field that blocks output. — The blocking validation and affected financial input are visible.

Show the corrected model after the blocking financial validation is resolved. — The validation is cleared and the expected output can be opened.

Rent Roll Only is missing

Likely cause: The document is a BOV or the property type is Single Tenant Net Lease.

Use Full Financials if a native rent roll must be shown.
Use Cap Rate & NOI when only headline facts are required.

Financial Scope opens and immediately advances

Likely cause: A scope was already saved and the page was opened without the change or back context.

Use the Change Financial Scope control from the wizard.
Confirm the selected mode before leaving.

An unexpected portfolio financial page remains

Likely cause: Portfolio Financial Summary has separate assembly behavior.

Inspect the page list in Review & Customize.
Confirm the final document page set before publishing.
Escalate to support if the saved scope and assembled pages disagree.

Done when

The selected scope matches the assignment
Wizard steps match the mode table
Review & Customize contains the expected pages
Saved detailed data is not assumed deleted

Complete a full financial analysis

Build an in-place rent roll, income and expense statement, valuation, and document-ready financial presentation.

Open guide

Verify financial pages before publishing

Confirm scope-based page inclusion, property-specific exceptions, calculations, footnotes, and final document presentation.

Open guide

Build a Land document

Use acreage, parcel, zoning, entitlement, access, and Price/Acre data while accounting for Land financial-page exclusions.

Open guide

Choose and change the financial scope