Tenant Reports

This section contains reports concerning the tenants at your facility.  Below is a breakdown of those reports and a brief description of each.

Master List of All Tenants (E-J)

When you select this report, a sort order menu will display, including a checkbox on whether or not to include vacant units.  Once the sort order is selected, this provides a complete list of all tenants.

Master List of All Tenants – by Unit Type (E-J-1)

Same report as the E-J sorted by unit type

Tenants Account Balance Report (E-J-2)

This report shows a balance report for each of your tenants

Monthly Charges for All Tenants (E-R-P)

This report will list all of the monthly charges in the order you specify – unit, last name, or paid-to-date.  The report will list both the charge amount and the running totals.

Monthly Charges for a Given Time Period (E-R-Q)

This report will list all of the monthly charges for the time-period you specify.  All the various categories will have a total at the end of the report.

List of Tenants who Moved Out (E-L-H)

This report will print in unit order, including full name, customer number, date moved out, date moved in, number of days occupied and the balance owed.

List of All Tenants who have Prepaid (E-Y-Q)

This report lists each tenant who has paid rent beyond the current month.  Printed on this report are the unit number, tenant’s name, paid-to-date, and how much rent was paid for the next four months and beyond.

List of All Tenants who have Prepaid Actual (E-Y-Q-3)

This report is only available for sites that are setup as Strict First of the Month.  This report lists each tenant who has paid rent beyond the current month.  This shows the actual rent amount that they are ahead.  Printed on this report are the unit number, tenant’s name, paid-to-date, and how much rent was paid for the next four months and beyond.  At the bottom it provides a total for each column, and then a grand total of prepaid rent.

Linked Units (E-Y-P)

This report lists all of the linked units in your system.  You may have linked units because you have rented more than one unit to the same tenant.  Displayed on this report are the unit number, tenant’s last name, and which units are linked.

Tenants Getting a Rent Change (E-L-P)

This report will show all upcoming monthly rent changes by unit number or last name.  Columns included are unit number, unit type, last name, paid-to-date, rent raise date, current monthly rent, new monthly rent effective on the rent raise date, and the change in rent (the difference between the current and new rent).  Totals at the bottom of the report include the number of occupied units, the units to be raised, and the total increase or decrease in rent.

Escrow List Of All Tenants (E-Y-L)

This list displays, in unit order, all of your current tenants and how much they owe or are owed.  The list provides the unit, size, name of the tenant, paid-to-date, monthly rent, and current debit or current credit.  The totals for debit and credit are at the bottom of the report.

Future Rent Income (F-R-I)

This report shows you the current rent and any increases or decreases to the future monthly rental income.

List of Tenants a Manager would Least Likely Rent to Again (D-L-R)

If you have had tenants that were problematic in the past, this report will show you which tenants they are including any monies still owed, NSFs, certified notices, and move-out date. This list is populated if a former tenant meets one of three criteria: 1) their balance is higher than their rent, they have three or more NSF checks, or  a certified notice was applied.

Tenant Email Address (T-E-A)

This report shows a list of not only all of the tenant’s email addresses, but shows other common contact information including home phone, work phone, and cell phone. You can also view former tenant email addresses

Paul Mahoney

Technical Support