Tenant reports - payment history, tenant directory and balances
Generate a Payment History by Tenant, a Tenant Directory with contact details, or a Tenant Summary of unpaid bills and balances per tenant.
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Besides income, the Reports page has three reports about your tenants. Each one can be saved as a CSV file or printed.
Step by step
- Open Reports (under Tools on a computer, or More on your phone).
- Pick one of the tenant reports from the report type list.
- Set the filters that appear for that report.
- Tap Generate Report.
Tools›Reports›Generate Report
Payment History by Tenant
Shows who paid, with each payment's date, method, reference number and amount. The totals at the top show Total Collected, Tenants with Payments and Total Transactions.
- Leave All Tenants (by month) selected and pick a month to see everyone's payments for that month.
- Pick one tenant to see all of their payments, for all time. Handy when someone asks about an old payment or their deposit.
Tenant Directory
A contact list of all your active tenants: name, mobile, home address, room, property and guardian. Filter by property if you have more than one. Great for emergencies or handing to a caretaker.
Tenant Summary
Every active tenant with their number of unpaid bills and total balance. The top shows Total Outstanding Balance, Tenants with Balance and Total Unpaid Bills.
Tips
- Keep phone numbers and guardian names up to date on each tenant's profile so the directory is useful when you need it.
- The Tenant Directory has personal details. Share the printout only with people you trust.
Tip: For a quick view of who's late, Tenants > Who Owes is faster than running a report.
Frequently asked questions
How do I see everything one tenant has ever paid?
Choose Payment History by Tenant, then pick that tenant's name instead of All Tenants. The report shows their payments for all time.
Does the Tenant Directory include moved-out tenants?
No. It lists active tenants only.