Tenant statement report
Overview
Tenant statement report shows all income from the tenants, includes paid and unpaid invoices, displays deposits and credits and shows general income. This report is used for seeing tenant's income invoices outstanding to date, keeping track of the funds received from your tenant, sharing a detailed statement of charges and payments from a tenant.
To access the Tenant 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.
Please note!
The report is not shared with the owner by default. To enable sharing, the property manager needs to change the configuration in the owner's profile.
Filters
When viewing the Tenant statement report, you can adjust the following criteria:
- Date range
Use the pre-set date range options, including the current month, previous month, last 30 days, last 3 months, previous quarter, last 12 months, previous year, and current year. You can also set a custom range by choosing a start and end date. - Lease Status
You can filter by Lease Status to include all leases or active ones only. - Property & Units
You can filter the report by property or select multiple properties at once. If you select a multi-unit type, a field for a unit number will appear, and you can select the unit. - Tenant
You can filter by tenant. You may also select several tenants at once. - Grouping
You can group invoices by payment categories including Rent, Tenant charges & fees, Deposits, Credits and Other income. This filter groups all the transactions within the invoices and payments section and shows totals for the columns amount due, the amount paid, and outstanding balance in each payment category. For example, you can see the totals for Rent, Tenant Charges & Fees, Maintenance Fees, etc. If “Grouping,” filter is disabled, the report will be generated showing totals of the columns amount due, amount paid, and outstanding balance for each section of the report.
Columns
You can personalize your report by selecting the columns you want to include, such as lease number, lease duration, payment method, details, and more.
Preview the report
This report includes property-related income and general income transactions, the liability (deposits and other liabilities) and the Tenant Charges & Fees transactions.
Type of accounting:
Accrual
Included Statuses:
- unpaid
- paid
- partially paid
- pending
Not included categories:
- Owner Contributions
- Owner Distributions
- Management Fee
- Property Expense
- General Expense
Not included statuses:
- failed
- void
- waived
Transactions of all lease statuses (active, past, ended, future, signature/insurance pending) except for leases in draft status will be included in the Tenant Statement.
Please note! 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.
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 you have no properties added.
If you select “All tenants” in the filter, you will be asked whether to generate the Tenant Statement into one file or for each tenant separately.
Please note!
If the file is very large it will be compressed into a zip file, you will need to unarchive it.
Last updated:
Feb. 11, 2025