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.

2 min de lecture
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Landager's Export Reports card on the dashboard provides one-click downloads of your entire portfolio data.

How to Export

  1. Navigate to your Dashboard.
  2. Locate the Export Reports quick-action card.
  3. 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.
  4. 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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