For those in the Asia-Pacific and Europe regions, you'll recognize the terms "Arrears" and "Tenancies." Meanwhile, our North American customers will be more familiar with "Delinquency" and "Leases." To understand the regional terminology distinctions in detail, please visit our Glossary of Regional Terminology.
This guide is structured to assist you in creating a Tenant/Lease List report—a detailed compendium that encapsulates all tenancies or leases associated with your properties. By following the steps below, you will understand how to access varied contact details, set filters based on your needs, and ultimately generate a customized report.
Understanding the Leases/Tenant List Report
The Leases/Tenant List report offers a concise picture of your tenant or leaseholder details and appears in two formats for convenience:
- Primary Contact: Displays main contact details for each tenant/lease.
- Detailed Contacts: Lists all the contacts related to each tenant/lease.
Filtering Your Leases/Tenant List Report
To tailor the report to your preference, the following filters are at your disposal:
- Reports For: Choose the company for which the report is to be generated.
- Property to Include: Select from individual or multiple properties that require tenant/lease information.
- Contact Filter: Pick either a Primary Contacts list or a more Detailed list encompassing all associated contacts.
- Type of Property: Narrow the report down to a specific property type or keep it broad to include all types.
- Show Archived Tenants: Decide whether to include archived tenants in the report.
Generating Your Report
Once you’ve set the filters according to your criteria:
- Click on Generate Report on Screen to preview the Tenant/Lease List report in your browser.
- Alternatively, download the report in the necessary format by selecting the appropriate option.
Based on your earlier choice in the contact filter:
- If Primary Contact was the selection, the principal contact for each tenancy or lease will be showcased.
- If Detailed Contacts was selected, you will view a comprehensive record of all contacts linked to each tenancy or lease.
With this methodology, you can smoothly generate a Tenant/Lease List report that is meticulously tailored to your preferences, delivering a transparent overview of the tenancies or leases in your property portfolio.