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RentRollExport

Objective

Generate a rent roll report showing every active lease, rent, term, and occupancy status — exportable to PDF or CSV.

Prerequisites

  • •Active leases in your portfolio
  • •You must be signed in as a Manager, Admin, or Master Admin

Step-by-Step Instructions

  1. 1

    Navigate to Reports → Rent Roll.

  2. 2

    Configure filters:

    • —Property: All properties or a specific one.
    • —As-of Date: The snapshot date (defaults to today).
    • —Include Vacant Units: Toggle to show empty units with $0 rent.
  3. 3

    Click Generate Rent Roll. The report displays inline with columns: Property, Unit, Tenant, Lease Start/End, Monthly Rent, Annual Rent, Security Deposit, Status.

  4. 4

    Click Export PDF or Export CSV in the top-right.

Troubleshooting Tips

Pro Tip:Rent rolls are a lender/investor staple — schedule monthly exports via Settings → Automation to automatically email them to your stakeholders.
Note:The As-of Date affects which lease was active at that moment. Use an end-of-month date to match financial statements.

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