DigitalTenant has 20 reports that answer common questions about your tenants, rent, leases, properties and maintenance. This article shows you how to find a report, filter it, and export or print it.
Before you start
- Your plan: every plan, including Property Lite, includes the Tenant Report and the Unpaid Rent Report. The other 18 reports are included in Property Standard, Pro and Max. You can check your plan under Settings then Subscription.
- Team members need the Documentation Reports view permission. Without it, Reports shows as locked. The account owner can turn it on under Settings then User Roles.
1. Open Reports
In the sidebar, go to Documentation then Reports. You will see:
- How many reports are available to you.
- A Search Reports... box that searches report names and descriptions.
- Category buttons: All, Business Insights, Financial, Owner, Leasing, Operations, Compliance and Favorites.
- The list of reports, A to Z, each with a short description.
Click the star on a report to add it to Favorites. Your favorites are saved to your account.
If a report is not in your plan, it looks dimmed and shows a lock badge with the plan you need. Clicking it opens Report Not Available, where you can click Upgrade Plan or Close.
2. Search and filter
Most reports work the same way:
- Type in the search box at the top. Results update as you type.
- Click Filter to open the filter panel.
- Pick the filters you want, such as Portfolios, Properties, From Date and To Date, a min and max range, or Group By to split the table into sections.
- Click Apply. Nothing changes until you do. Reset clears all filters.
Your active filters show as chips in a FILTERS row. Remove one chip, or click Clear all.
Summary cards above the table show totals for what you have filtered. The table shows 10 rows per page, with page controls at the bottom.
3. Export or print
At the top right of every report:
- Export then Export as PDF or Export as Excel (.xlsx).
- Print builds a PDF and opens your browser's print window. From there you can print or save as PDF.
Exports use the same search and filters you have on screen. The file goes to your browser's Downloads folder.
Reports that work a little differently
Rent Roll
Shows one section per property with its units, a subtotal for each property and a grand total. Empty units show as VACANT. The filters (From Date, To Date, Property and Portfolio) sit in a bar at the top and apply straight away. Use the Columns button to show or hide columns. Exports and prints only include the columns you have ticked.
Income & Expense (P&L)
Shows an Income section and an Expense section, then a final Net Profit or Net Loss. Choose a Period (This Month, Last Month, This Quarter, Last Quarter, Year-to-date or Last Year) and a View By (All Properties, Portfolio, Property or Owner). If you choose Portfolio, Property or Owner, pick which one in the second box that appears. There is no custom date range on this report.
Bank Account Report
Shows one card per bank account, with its linked properties, units, monthly rent and a Connected or Disconnected badge. Click a card to open or close it. You can filter by property status and account status.
Which report should I use?
| You want to know | Open this report | Plans |
|---|---|---|
| Who hasn't paid? | Unpaid Rent Report | All plans |
| How old are the unpaid balances? | A/R Aging Detail | Standard, Pro, Max |
| How much have I charged and collected in late fees? | Late Fee Report | Standard, Pro, Max |
| Am I making a profit? | Income & Expense (P&L) | Standard, Pro, Max |
| What did this tenant pay, and when? | Tenant Payment History | Standard, Pro, Max |
| Which bank account gets this property's rent? | Bank Account Report | Standard, Pro, Max |
| What one-time charges have I sent? | Single Invoice Report | Standard, Pro, Max |
| What is billed automatically? | Recurring Invoice Report | Standard, Pro, Max |
| Every unit, tenant, rent, deposit and lease date | Rent Roll | Standard, Pro, Max |
| Which leases expire soon? | Lease Report | Standard, Pro, Max |
| Who has renters insurance? | Insurance Summary Report | Standard, Pro, Max |
| A tenant contact list | Tenant Report | All plans |
| People I sent a Tenant Passport link to | Prospect Report | Standard, Pro, Max |
| Screening applications | Application Report | Standard, Pro, Max |
| Vendor contacts and vendor insurance | Vendor Directory | Standard, Pro, Max |
| A list of my properties and occupancy rate | Residential Report or Commercial Report | Standard, Pro, Max |
| Tasks and who is assigned | Single Task Report or Recurring Task Report | Standard, Pro, Max |
| Miles driven for taxes | Mileage Report | Standard, Pro, Max |
Good to know
- "No data to export!" or "No data to print!" The table is empty with your current filters. Click Clear all and try again.
- Table is empty but you expect data? Check your filters first. If none are on, refresh the page.
- "PDF export failed", "XLSX export failed" or "Print failed"? Try again, or narrow the report with filters or a shorter date range.
- Rent Roll export is missing a column? Tick that column under Columns and export again.
- P&L still shows all properties after changing View By? Pick a specific portfolio, property or owner in the second box.
- Print window does not open? Wait a few seconds, or use Export as PDF and print the file.
- A report shows Report Not Available without a lock badge? Refresh the page and try again.
- Opened a report link and saw "Module Not Found"? Your plan does not include that report. Click Upgrade Subscription, or Go Back to Dashboard.
- The Mileage Report opens on Property Standard, but logging trips on the Mileage page needs Property Pro or Max. On Standard, the report will usually be empty.
- Owners and lenders often ask for the Rent Roll and the Income & Expense (P&L). Export both as PDF.
Need help?
Email us at support@digitaltenant.com, or use the Help button in the bottom-right corner of your dashboard.