Features |
Reports
Reports Library
01
Directory fields
Names, emails, phone numbers, roles, and related properties in one list.
Relationship context
See who belongs to which unit, lease, company, or service request.
Export ready
Download clean contact lists for mailers, calls, and owner updates.
02
Full ledger history
Track every posted transaction from move-in through renewal or move-out.
Balance clarity
See what is owed, paid, credited, or adjusted without manual reconciliation.
Tenant-ready exports
Share clean ledger records when tenants or accountants need backup.
03
Occupancy snapshot
See who occupies each unit, when leases begin, and when renewals are due.
Rent and deposits
Compare rent, deposits, concessions, and recurring fees by property.
Portfolio planning
Spot vacancy, renewal, and revenue trends before they become surprises.
04
Unit status
Track occupied, vacant, notice, unavailable, or maintenance-ready units.
Lease context
Connect each unit to the current tenant, lease dates, rent, and deposits.
Operational notes
Keep key unit details ready for inspections, turns, and owner questions.
05
Account activity
Review bank entries by account, property, date range, and transaction type.
Reconciliation support
Compare posted income and expenses against bank movements faster.
Owner visibility
Back up owner statements with clear banking records and totals.
06
Deposit batches
Group checks by deposit date, property, payer, and destination account.
Payment matching
Connect deposited checks back to tenants, invoices, or ledger entries.
Exception review
Find missing, duplicate, or unmatched deposits before month-end.
07
Turnover timeline
See upcoming arrivals, departures, inspection dates, and make-ready windows.
Deposit and balance checks
Review final balances, deposit status, and required charges before handoff.
Team coordination
Give leasing, maintenance, and accounting one shared turnover view.
What reports unlock
Owner-ready statements
Package income, expenses, and balances into clear owner reports without manual formatting.
Maintenance cost visibility
See repair volume, costs, completion status, and vendor activity in one reporting flow.
Exportable audit trails
Export the records behind every report so your team can verify numbers quickly.
Reporting workflow
01
Choose a report type
Start from income, expenses, occupancy, maintenance, or owner statements.
02
Filter by the right context
Narrow results by property, date range, owner, tenant, category, or status.
03
Export and share
Send a polished report or download the underlying records for review.
Scheduled reports
Automate recurring summaries for owners, managers, and accounting.
Owner statements
Give owners the numbers they need without exposing internal workflows.
Custom filters
Save the views your team checks most so reporting stays consistent.
Audit history
Trace the records behind every number when something needs verification.
Reporting, simplified