The menu path for tenant reports is as follows: Reporting > Tenant > [Report Name], for example: Reporting > Tenant > Lease Expiration.
The following table gives a description of each report.
Report Name | Description |
Tenant Activity | A list of tenants (by property), with columns for Rent, Deposit, Status, Lease From, Lease To, Move In, Move Out, Notice Date, and contact information. |
Tenant Listing | A list of tenants and co-tenants (by property), with detailed information about them. Use this report to locate tenants and drill down to tenant records. |
Applicant Listing | A list of prospects, applicants, and future tenants with information from the prospect record: contact information, move-in date, and so on. |
Contacts | A list of the contacts attached to tenant records. For residential tenants, Contacts are third parties who are linked to a lease; for example, guarantors, or emergency contacts. For commercial tenants, Contacts are people associated with the business, for example, the Billing Contact. |
Delinquency | A list of tenants with past due charges. The amount owed is divided into aging "buckets": 0-30 days, 31-60, and so on. |
Lease Expiration | A list of tenants with columns for their Lease From date and Lease Expiration date. You can filter by date ranges and sort by date; for example, you could filter by Lease Expiration in the next 30 days. |
Security Deposit | A list of tenants and their security deposit information, with columns for deposits billed and deposits received in prior and current periods. |
Other Info | Information gathered from the custom fields on tenant records, displayed in a report format. |
SMS History | Allows you to view all text messages sent from Breeze to tenants. |
To run a tenant report
Go to Reporting > Tenant > [Name of Report]. The filter appears.
Complete the filter and click Display. The report appears.
In some cases, the report appears without completing the filter. If you need to filter the results, click the filter icon (
)
To export a report
To export a report, click one of the buttons in the top right.
Excel: Breeze generates and downloads an Excel file.
PDF: Breeze generates and downloads a PDF file.
Email: Breeze opens another window, where you can compose an email message and send it with the list as an attachment (a PDF).
To drill down from a report
In many cases, you can start at a report and drill down to detail records. For example, from the Tenant Listing report, you can drill down to individual tenant records by clicking anywhere in a row.