Reporting
Report Basics
This guide covers the mechanics that apply across reports.
Running a report
Open Reports, pick a report, set the filters (date range, property, etc.), and Run. Most reports are grouped (groups → rows → subtotals).
Access by category
Reports are permissioned by category — Financial, Rental, Property, Transaction and Late Fees — not by a single blanket permission. A user only sees the report categories their role grants.
Note
If a teammate can't see a report they expect, check their role's report category permissions under Users & Roles.
Pagination
Grouped reports paginate on screen while preserving their subtotals, so large reports stay readable. Bounded financial statements (like the Balance Sheet) are shown in full rather than paginated.
Export & PDF
Most reports export to PDF, Excel and CSV. Multi-page PDFs show correct page counts. The Transaction Report opens a clean print view rather than a file download.
Date range & accounting method
Period reports (like the Profit & Loss) take a from/to date range with presets; the Balance Sheet takes a single as-of date. Financial statements also let you switch between accrual and cash accounting, and add side-by-side comparison columns (previous year, previous period, etc.).
Sharing
Some reports can be shared via a secure, token-based link that recipients can view without logging in.
Ask AI about a report
Open a report and use Ask AI about this report to get a plain-English summary that reuses the exact numbers on screen.