Reports, dashboards, and exports

The numbers a small portfolio runs on, visible at login and exportable when the accountant asks.

Dashboard KPIs

Occupancy %, collected this month, outstanding balance, open work orders, and leases expiring within 90 days — every tile clickable through to the underlying records.

The report set

Rent roll — the portfolio in one table. Delinquency — who owes what and how old it is. Vacancy — what's empty and what it's listed for. Income — charged versus collected, so you see the gap, not the hope.

Exports

Reports export to CSV on every plan — your data is yours. Pro adds the full audit export for compliance reviews and handoffs, and advanced accounting arrives with Standard.

Reading the dashboard KPIs

Occupancy is units with an active lease over total units, so a newly listed vacancy moves it the moment the lease ends rather than at month close. Collected-this-month counts payments posted in the current calendar month, not charges raised — the gap between the two is exactly what the income report exposes. Outstanding balance is the sum of every lease's running ledger balance, which means a credit on one lease genuinely offsets arrears elsewhere in the portfolio total. Every tile is a link through to the underlying records, so a number you distrust is always two clicks from its evidence.

Which report answers which question

Rent roll answers "what should arrive this month" — every active lease with its unit, resident, rent, and balance. Delinquency answers "who is behind and by how much", ordered so the oldest exposure surfaces first. Vacancy answers "what is not earning" and pairs with the listing flag so you can see which empty units are actually advertised. Income answers "what did we charge versus what did we collect", and it separates concession credits from payments so a discount never masquerades as money received.

Exports and the audit trail

Every report exports to CSV on every plan, including free Core — your data is never held hostage to a tier. The CSV carries the same columns you see on screen, so a bookkeeper can reconcile without a translation step. Pro adds the full audit export: who changed what, when, and from which IP across leases, tenants, invoices, payments, and work orders. That export is the artifact to hand an accountant at year end or an attorney during a dispute, because it reconstructs the decision history rather than just the final numbers.