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How to Generate a Rent Roll Report?
Tanvir Mahedi |
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3 minutes
Access the Admin Portal by logging in.
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Go to "Reports" under "ACCOUNTING & REPORTS" on the Left Navigation
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Once in "Reports section, click on "Rental/Tenant" tab
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Click on "Rent Roll"
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There are multiple ways to filter the rent roll report in our portal. They are based upon Portfolio, Role & Owner.
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Let's begin with portfolio-based filtering.
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Click on the dropdown menu labeled "Select a Portfolio" to choose the desired portfolio.
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Click the dropdown menu "Select Property/Properties \*" to choose one or multiple properties.
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Choose a month and year from the "Report for Month" field.
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Click on "Generate Report" to finish up
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Select "ROLE BASED FILTERING" to trigger the generation of this type of statement.
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Choose the admin by clicking on the dropdown labeled "Select an Admin".
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Select the role by clicking on the dropdown labeled "Select a Role".
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Select one or multiple properties by clicking on the dropdown menu labeled "Select Property/Properties \*".
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Pick a month along with the year from the "Report for Month" field.
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Click on "Generate Report" to generate the report
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Click on "OWNER" to trigger the generation of this type of statement.
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Choose the owner by clicking on the dropdown labeled "Select an Owner".
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Select one or multiple properties by clicking the dropdown menu labeled "Select Property/Properties \*".
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Select a month under "Report for Month" field along with the year
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Click on "Generate Report" to finish up
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Once done, the rent roll would appear like this for the respective property
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Tip- The Rent Roll report presents leases and their financial summary information for a property. The report includes unit info, tenant info, lease info, rent summary etc.
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