There are a number of reports intended to help you manage your property portfolio better and they can be found in Reports > All Reports > Property Reports. This guide runs through each one and tells you how to get the best out of them.
The expenses report is a list of all of the expenses pertaining to your portfolio. It pulls information from Property Manager > Expenses. A more comprehensive summary can be found in the Profit and Loss Report.
The key tracking report shows you where all of your property keys are right now and who has them. This pulls information from Property Manager > Properties > Click on the property > Key Management tab. This feature is only available on paid subscriptions.
Review occupancy rates for your properties and see at a glance where your voids are for any given month, and when properties will become available. This report pulls information from Tenant Manager > Tenancies > Click on the tenant > Edit Tenancy > Tenant Details.
The Property Details report gives you a run down of the property, including who owns it, basic mortgage information and who is staying there. This report pulls information from several places:
- Property Manager > Properties > Click on the property > Main Property Details
- Finance Manager > Mortgages and Loans > Click on the mortgage > View/Edit Mortgage
- Tenant Manager > Tenancies > Click on the tenant > Tenant Details
This report gives you a list of all of your properties and shows who is in each one. If there is no-one in a particular property, it will show as vacant and say who the last tenant was. This report pulls information from the following places:
- Property Manager > Properties > Main Property Details and Property Valuations
- Tenant Manager > Tenancies > Click on the tenancy > Edit Tenancy
This report lists all of your properties but this time shows when the property will become vacant. If the property is already vacant, it will show today's date. This report pulls information from Tenant Manager > Tenancies > Click on the tenancy > Edit Tenancy > Tenancy Details.
This report shows all of the rent received for each of your properties over a specific time period. The rent amounts are shown as they are allocated to the rental invoices. Use 'Display details for each separate payment' to give a breakdown of the numbers. This report pulls information from payment data entered into any of the following places:
- Tenant Manager > Payment Schedule > Select Payer
- Tenant Manager > Invoices > Add Payment
- Tenant Manager > Payments > Add Payment
See how your portfolio is performing against expectations with this detailed version of the Target Rents chart on the Portfolio Dashboard. This report pulls from Property Manager > Properties > Click on the property > Main Property Information, and Tenant Manager > Tenancies > Click on the tenancy > Tenancy Details.
Finally a list of everybody who has been in each property who is still on the system. Once you delete a tenancy, they will disappear from this report. It pulls data from Tenant Manager > Tenancies.
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