One-Click Report Exports (PDF & Excel)
How to use the dashboard's Export Reports card to instantly download your portfolio data in PDF or Excel format for tax prep, investor updates, and bank submissions.
Landager's Export Reports card on the dashboard provides one-click downloads of your entire portfolio data.
How to Export
- Navigate to your Dashboard.
- Locate the Export Reports quick-action card.
- Select the data category:
- Rent & Leases: All leases with tenant names, unit assignments, rent amounts, dates, and payment summaries.
- Expenses: All expenses with amounts, vendors, properties, dates, and descriptions.
- Maintenance: All requests with statuses, priorities, costs, vendors, and resolution dates.
- Choose your format:
- PDF: Formatted for presentation, printing, and sharing.
- Excel: Raw data for spreadsheet analysis, pivot tables, and accounting imports.
What Data is Included
The exports compile comprehensive snapshots across your entire portfolio:
- Properties and Units: Names, addresses, types, bedroom/bathroom counts.
- Tenants: Names, contact info, statuses.
- Leases: Active and historical contracts with full financial terms.
- Payments: Transaction history with amounts, methods, statuses, and dates.
- Expenses: All operational costs with vendor attribution.
- Maintenance: All work orders with priority, category, status, and cost data.
- Occupancy Metrics: Current vacancy rates and unit utilization.
Export Timing
[!TIP] Exports are snapshots of the exact moment you click download. Schedule your exports strategically—the best time for a monthly report is on the 1st of the following month, after all payments have been logged and the prior month's data is complete.
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Related Reading
How to Export Dashboard Data as Excel
Generate a raw Excel spreadsheet of your portfolio data for deep analysis, pivot tables, and custom financial modeling.
How to Export Dashboard Data as PDF
Generate a beautifully formatted PDF report of your dashboard metrics for meetings, bank submissions, or personal records.
The Main Dashboard Overview
A comprehensive guide to the Landager dashboard. Learn how to read your high-level analytics, occupancy metrics, and total portfolio value at a single glance.