The Property statement report is designed for property managers and shows all property-related payments, including management fees. This type of report does not show liability. It is often used to track property accounting based on each unit and to help clear up disputes.
To access the Property statement report, open the Reports page from the left-side menu. Here you can find the respective card in the Rental / Financial / Calculators section (if the “swimlane by type” is enabled) and will be able to mark a report as a favorite to move it to the top of the section.
Filter Options in the Property Statement Report
When viewing the Property Statement Report, you can customize the results using the following filters:
Date Range
Choose the time period you want the report to cover:
Use one of the preset options, including:
Last Month
Last 90 Days
This Year
Last Quarter
Last Year
Year to Date
Or set a custom date range by selecting a start and end date manually.
Property & Units
You can filter the report by a single property or select multiple properties.
If you select a multi-unit property, an additional field will appear allowing you to choose a specific unit number.
Owner
Filter the report by assigned owner.
You can select one or multiple owners at the same time.
Lease Status
Choose whether to display transactions from:
Active leases only, or
All leases, regardless of status.
Category & Sub-category
Narrow down the data by selecting specific payment categories and subcategories you want to view in the report.
Columns
You can personalize your report by selecting the columns you want to include, such as sub-category, payer/payee, and more. All columns are fully customizable, except "Date Paid." You can also save and reuse the preferred column configurations.
Furthermore, you can easily rearrange columns by using the "Drag & Drop" feature to organize them in any desired order.
At least 3 columns need to be selected to generate the report.
Preview the report
This report includes property-related income and expense transactions, transactions that have the management fee category and its sub-categories (if created in Property Manager Mode), Tenant Charges & Fees, and Owner Contributions/Distributions transactions.
Type of accounting:
Cash
Included Statuses:
Paid
Partially paid
Pending
Not included categories:
Liability (deposits and credits)
General Income
General Expense
Not included statuses:
Unpaid
Failed
Transactions of all statuses of the lease (active, past, ended) except leases in draft, future, and signature/insurance pending status, will be included in the Property statement report.
Downloading the report
Click the "Download report" button to generate the report. It is generated into one file, and you can download it as an Excel or PDF file. The "Download report" button will be inactive if there is no information on the chosen criteria or if you have no properties added.
If you select "All properties", a report will be generated for each property. A file on each tenant will be downloaded into a zip folder.
The report cannot be shared with the owner.
A horizontal scroll bar allows to scroll the content of a report table to the left or right. If you're using a mouse, hold SHIFT and use the scroll wheel to scroll horizontally, or simply press and hold the mouse wheel to scroll