To access the Lease statements 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.
This report provides a list of all leases. The report includes information on the lease start date, ending date, tenant’s name, unit, and if a balance is owed.
The Lease statements report is shared with the owner by default. To disable sharing, the property manager must change the configuration in the owner's account.
Check the pricing for the limits associated with your selected subscription plan.
Filters Available
You can tailor the report using several filters:
Lease Status:
“Active only” is selected by default, but you can include all lease statuses by turning this off.Lease Type:
Choose between Fixed or Month-to-Month to track upcoming renewals more easily.Lease Expiration:
Filter by date range (e.g., 0–30, 30–60 days) to see which leases are expiring soon.Property & Units:
Filter by one or multiple properties.If you select a multi-family property, a unit selector will appear.
Owner:
Filter by owner to view properties assigned to them.Balance:
Instantly see which tenants owe a balance and who has paid in full.Group by Property:
Enable this to group results A–Z by property, sorted by lease start date within each group.
If disabled, leases will appear chronologically (oldest to newest).
💡 Tip: Save your filter selections to quickly re-run the same report later.
Customize Columns
Make the report your own by choosing the columns you want to see:
Click the “Columns” button in the top right corner.
Check the boxes next to the fields you’d like to include.
Drag and drop columns to change their order.
Click “Save” to apply your changes.
⚠️ At least 3 columns must be selected to generate the report.
Preview the Report
Once opened, the report preview appears automatically. From there, you can:
Adjust your filters or columns
View more rows with the “Load more” button
Scroll horizontally using:
SHIFT + mouse scroll
Pressing/holding the mouse wheel
Use the “Back to top” arrow to quickly return to the top
Categories & Statuses Included
Included Categories:
Liability
Tenant Charges & Fees
Property Income
Not Included Categories:
Management Fees
Owner Contributions
Owner Distributions
General Income
General Expense
Property Expense
Included Statuses:
Unpaid
Paid
Partial
Pending
Not Included Statuses:
Failed
Waived
Void
Canceled
All transactions are included regardless of lease status:
Active, Past, Ended, Draft, Future, and Signature/Insurance Pending
Downloading the Report
Click the “Download Report” button to export the Lease Statements Report as an Excel or PDF file.
If there’s no data matching your filters or no properties have been added, the download button will be disabled.
If the file is very large, it will be automatically compressed into a ZIP file. Be sure to unzip it after downloading.
The report sample:
