Reporting Basics

Report Types

• Customer Listing

• Open Work Orders

• Rent Roll Analysis

• Profit & Loss (P&L)

• Owners Report

• Tenants Ledger

• Property Ledger

• Bank Deposit Report

  The bank deposit report is currently supported on Dwolla. Current Stripe based customers do not have access to this report. If a report like this is essential, the team can turn one over to the client. Please email [e-mail] for assistance

  Additionally, running the bank deposit report requires the admin to be logged-in. If the admin in NOT logged in...the report will load infinitely @Anonymous

Date Ranges

Rentroom updates balances on the 25th of each month; therefore, to pull a full-rent cycle's report please instruct clients to run the report start from the 25th if applicable

Exporting

• Export Reports by Selecting the "Export" Button in the top right corner
• Exporting available for all reports with-in the reporting builder
• Export to PDF
• Export to CSV

Printing Reports

• All reports can be printed by clicking the printer icon in the PDF viewer.