Reports & Analytics

Generate reports and analyze your property management data

Available Reports

Financial Reports

Report	Description
Rent Roll	All units with lease/rent information
Rent Collection	Payments received vs expected
Aged Receivables	Outstanding balances by age (30/60/90 days)
Income Statement	Revenue and expenses summary
Security Deposits	All security deposits held

Property Reports

Report	Description
Occupancy	Occupied vs vacant units
Lease Expirations	Upcoming lease end dates
Unit Turnover	Move-in/move-out history
Property Comparison	Compare metrics across properties

Maintenance Reports

Report	Description
Open Requests	All unresolved maintenance requests
Request Summary	Requests by category, status, time
Maintenance Costs	Expenses by property/category
Response Time	Average time to complete requests

Tenant Reports

Report	Description
Tenant Directory	All tenants with contact info
Payment History	Payment records by tenant
Late Payment	Tenants with late payment history

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Generate a Report

Steps

1. Go to "Reports" in navigation
2. Select report type from the list
3. Set parameters:
   • Date Range: Start and end dates
   • Properties: All or select specific
   • Filters: Additional criteria (status, category)
4. Click "Generate Report"
5. View report on screen

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Export & Download

Export Options

• PDF: Formatted for printing
• Excel (XLSX): For spreadsheet analysis
• CSV: For data import into other systems

Steps

1. Generate report as above
2. Click "Export" or "Download"
3. Select format (PDF, Excel, CSV)
4. File downloads to your computer

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Schedule Reports

Set Up Scheduled Report

1. Generate and configure report
2. Click "Schedule This Report"
3. Set schedule:
   • Frequency: Daily, Weekly, Monthly
   • Day/Time: When to generate
   • Recipients: Email addresses to send to
4. Click "Save Schedule"

Common Scheduled Reports

• Weekly: Rent collection status
• Monthly: Income statement, occupancy report
• Weekly: Open maintenance requests
• Monthly: Aged receivables