Getting Started with Report Builder

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For those in the Asia-Pacific and Europe regions, you'll recognize the terms "Tenancy Schedule" and "Tenancies." Meanwhile, our North American customers will be more familiar with "Rent Roll" and "Leases." To understand the regional terminology distinctions in detail, please visit our Glossary of Regional Terminology.

This guide will help you understand and generate the Rent Roll/Tenancy Schedule report within Re-Leased. Ideal for gaining insights on properties and leases/tenancies, this report includes information on occupancy, financials, lease terms, rent reviews, outgoings, and rent. By following the outlined steps, you will be able to fine-tune your Rent Roll/Tenancy Schedule reports to meet your specific needs, ensuring you have comprehensive data readily available.


Getting Started

When you first access the Tenancy Schedule Report, you'll encounter an empty state. This is your canvas to create a report that fits your needs.

  1. To begin, navigate to the Tenancy Schedule Report section from the Report Builder section
  2. You'll see a message indicating that there are no results to display. From here you can:
    • Run the report with our default filters
    • Specify which filters you want to use for the report



 


Filtering the Report

Narrow down your data to get the insights you need:

  1. Use the Filters panel to set criteria:
    • Reports for: Select the company for report generation
    • Property Manager: Narrow down by specifying a Property Manager
    • Property to include: Incorporate specific properties in your report
    • Types of properties to include: Focus your report on selected property types
    • Owner to include: Opt for one or more owners' properties to report on
    • Tags to include: Use tags to refine your search parameters
    • Area statuses to include: Choose the report on vacant, occupied, or non-lettable types of areas
    • Tenancy statutes to include: Choose the different tenancy statuses
    • Types of areas to include:  Focus your report on selected area types
  2. Click "Apply filters and run" to update the report with only the relevant data.

Customizing Columns

Personalize your report by choosing which columns to display:

  1. Click on the Column picker icon to view available data fields
  2. Select the checkboxes next to the column names you wish to include in your report
  3. Drag and drop column names to reorder them as desired in the Arrange Columns tab
  4. When you're done, click "Apply Changes".

Display Settings

To sort data in your report, use your Display Settings to further customize your data displayed:

  1. You can choose how you want to sort your properties and tenancies
  2. Hide area or tenancy rows, flatten the report data, exclude non-measurable areas from the totals, and change the unit of measurement used for the totals

 

Summary Metrics

To get an overview of the key performance indicators relevant to the management of properties and tenancies:

  1. Click the Summary Metrics to view the available options
  2. Some metrics are on by default
  3. Select the checkboxes next to the metrics you wish to include in your report
  4. Drag and drop metrics to reorder them as desired
  5. When you're done, click "Update layout"

 

Download your report

When you're finished configuring your report:
Click on the Download option to save your report as an Excel or PDF file. Remember, all the customizations you've made will be retained in your download.

 

 

 

Save a custom report

To save for future use:

  1. Click the Save drop-down and select Save as a new report
  2. Give your report a name and add a description for easy access later on
  3. The saved templates can be accessed from the Report Builder page under the Saved Reports

 


Favourite a Report
Favourite a report for easy access, it can be viewed in the favourite section, and top three reports will appear in the Reporting dropdown:

  1. Hover over the report's name you want to favourite. A star icon will appear at the end of the row.
  2. Click the star to favourite the report
  3. The report will now appear in your main Re-Leased navigation under the Reporting menu and the Favourites section 
  4. To unfavourite it, click the star icon again 
  5. Drag and drop favourite reports to reorder them as desired, the top three reports will appear in the Reporting dropdown menu

 

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