Reports

The report gallery

Every report lives in the gallery at Accounting → Reports . Because your day-to-day records already feed these reports, there's nothing to assemble by hand. Pick a report, set its parameters, and run it.

Available reports

TenantBuddy ships the reports landlords and property managers reach for most:

• Rent Roll — a snapshot of every unit: tenant, rent, lease term, and occupancy.
• Accounts Receivable (AR aging) — who owes you and how overdue each balance is.
• Income Statement — income against expenses for a period, showing your bottom line.
• Trial Balance — every general ledger account's balance, for checking your books.
• Transactions — a detailed ledger of activity over a date range.
• Expense Details — your spending broken down by category and property.
• Summary Statement — a consolidated view of activity, ideal for owner reporting.
• Vacancy — which units are empty and what that's costing you.
• Ticket Closing — maintenance ticket activity and resolution for a period.

Choosing parameters

Most reports take a few parameters so you get exactly the view you need:

• Date range — the period the report should cover (a month, a quarter, a fiscal year).
• Property — run the report for your whole portfolio or narrow it to a single property.
• As-of date — for snapshot reports like the rent roll or AR aging.

Running and downloading a report

1. Open the gallery. Go to Accounting → Reports and pick a report.
2. Set the parameters. Choose the date range, property, or as-of date.
3. Run it. The report renders on screen for you to review.
4. Download. Export it as a PDF for sharing or filing, or as a CSV to open in a spreadsheet.