Our Property List Report is a powerful tool that offers a full overview of properties within your management portfolio. It includes comprehensive details like property names, addresses, designated property managers, rental values, total areas, and valuations. In this guide, we'll walk you through accessing and personalizing this report to suit your specific needs.
Accessing the Property List Report
To dive into the details of your properties, getting to the report is simple:
- Navigate to the main Reporting menu.
- Select the General option.
- Select the Property List report under the Property section.
Customizing Your Report with Filters
The Property List report is not only comprehensive but also adaptable. You can tailor the information you receive by using the following filters:
Reports For
Want to focus on a single company's properties or aggregate data from multiple groups? Here's how to select your scope:
- Choose a specific company to view only their properties.
- Opt for All Companies to amalgamate properties across all groups you manage.
Additional Filters
For a more focused report:
- Show Only Properties I Manage: Enable this filter to see only those properties listed under your management.
- Exclude Expired Tenancies: Apply this filter to ensure the report reflects the most up-to-date rental values; and to omit properties with expired tenancies or leases.
- Type of Property: Include all property types or filter by a specific category that matches your analysis needs.
Generating and Exporting the Report
After you've fine-tuned your filters:
- Click on Generate Report on Screen to instantly view the properties and pertinent details in your browser.
If you require a physical copy or wish to use the data in other software, consider these options:
- Print as PDF: Create a print-ready document that preserves the report's format and layout.
- Download as CSV: Extract the data into a CSV file, allowing for further processing in spreadsheet tools or importing into different applications.
By using these steps, you can effectively generate a Property List Report tailored to your requirements, gaining valuable insights into your property management operations.