Rent Roll Report

To access  (name of the report )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 favorite to move it to the top of the section.

The Rent Roll Report contains information on active leases to-date. The report shows tenants’ full name, lease number, unit information, rent amount, and balance owed.

The Rent Roll Report can be used to provide quick information on expected rental income, along with essential aspects of the lease highlighted for each rental unit. The report is generated as of the current date for active leases.

Please note!

The report can be shared with the owner. To disable sharing, the property manager needs to change the configuration in the owner's account. 

This might be useful:
How do I set which reports an owner can view?

Icons in the top right corner of the page indicate the following:

Info Tip: Hover over it to read a brief report description.
Sharing options: Hover over it to see if an owner has access to it.
Help: Click on this icon if you want to read the complete article on how to use this report.

When generating the Rent Roll Report, you can adjust the following criteria:

Filter by Property/Owner
You can filter by property or by assigned owner. If you select Multi-unit type, a field for a unit number will appear and you can select the unit. If a property/unit is vacant, everything except property name, address, unit number, size, bedrooms, and bathrooms will be blank and have "vacant" listed there instead.

Occupancy
This option allows you to view all vacant or occupied units. 

Optional Columns
You can check the boxes of any additional columns you want to add to the report, including: beds/baths, size, owner, property address, credits, tenant phone, and tenant email.

Rent Roll is formed without a date range - the report shows all tenants as of date with active leases.

Preview the report
The Preview button gives you the option to preview the complete report as a PDF file in a new tab. You can go through it and download it if all is correct, go back and adjust other settings, or just close the tab.

Downloading the report
Click the "download" button to generate the Rent Roll Report. The report is generated into one file, and you can download it as an Excel or PDF file. The "preview" and "download" buttons will be inactive if there is no information on the chosen criteria or you have no properties added.

What categories does this report include?

This report includes property-related income and expense transactions, liability (such as deposits), and Tenant Charges & Fees * transactions.

Included Statuses:
-unpaid
-paid
-partial
-pending

Please Note!
If the report is shared with the assigned owner(s), they will see only those Tenant Charges & Fees that were marked as visible to the owner(s) of that property.

Not included categories:
-Owner Contributions
-Owner Distributions
-Management Fees
-General Income
-General Expense

Not included statuses:
-failed
-canceled
-void
-waived

Important! 
The Rent Roll Report shows all tenants as of the current date with active leases only.

Last updated:
Sep. 20, 2024