Reports
Run rental reports
Review monthly, history, annual, and transaction exports from recorded rent and expenses.
1 min readLast reviewed:
Intended outcome
Run a report for the correct property and period and trace its source records.
Prerequisites
Reconcile charges, payments, expenses, properties, and categories.
Steps
- Open Reports and choose Single month, History, or Annual summary.
- Select a property or All properties and the period.
- Run the report and review totals, balances, and source counts.
- Use the accounting transaction export when a dated transaction file is needed.
- Correct source records and rerun unexpected results.
Expected result
The report displays saved records for its selected scope.
Common problems
- A charge alone is not cash received; verify payment dates.
- Check property, dates, and paid state for a missing expense.
- Reconcile exports before combining them with a bank feed.
Product boundaries
Reports are working records, not financial statements, filed returns, or professional advice.