Reports & Expenses
How to generate a financial report
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Step 1: Go to Reports Click "Reports" in the sidebar. Click "New Report."
Step 2: Select report type - Rent collection: Paid vs. outstanding across properties and date range. - Expense summary: All logged expenses by category and property. - Occupancy: Occupancy rate by property over a date range. - Tenant ledger: Full payment history for a specific tenant.
Step 3: Set filters Select property, date range, and any other relevant filters.
Step 4: Generate and download Reports can be viewed in the dashboard or downloaded as a PDF or Excel file.
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