Generate and download a rent roll
Review the rental, tenant and balance details, then choose the report you need.
On this page
Check the underlying tenant, lease, rent and deposit records before exporting.
Build and download the report
- Open Accounting > Reports and choose Rent roll.
- Check the As of date and Property. Review the units, tenants, lease dates, rent, balances and occupancy shown.
- Open Download and choose the format you need. CSV (this view) uses the displayed table; CSV (the export) opens the report export.
- Review the downloaded file’s scope before sharing it. Use Columns to adjust the visible table when needed.
Read missing values and coverage
Rent and balances come from the rental, lease and payment records. An unpaid balance can include charges other than monthly rent. Correct the underlying record, then generate a fresh report.
Read Coverage notes in the expanded report. Older balances may be unavailable if charge records changed after the chosen date. Room inventory is not linked to leases there, and Deposit held is a recorded liability rather than a confirmed bank balance.
Check the property, date and occupancy settings if a rental is missing. Follow any access or plan message shown.
For a quick current export
In Payments > Overview, find Rent roll report and choose Generate & export CSV. This downloads the standard current report. Previously downloaded files do not update when you change a lease.
Choose the exported scope
- In Payments, choose Configure expanded rent roll, or + New > Configure rent roll.
- Set As of date, Property and Occupancy. Under Export columns, select at least one group.
- Choose Review rent roll and read the returned rows and Coverage notes.
- Choose Download reviewed CSV. If you change a filter or column group, review again before downloading.
| Setting | What to check |
|---|---|
| As of date | The date whose available records you want to review. |
| Property and Occupancy | The rental scope and whether to include recorded vacancies. |
| Export columns | The lease, tenant, balance and deposit fields you need. |
Check the result
- The downloaded report reflects the selected scope when it was generated.
FAQs
Can I choose a property or an earlier date?
The report page has a Property filter. For date and occupancy choices, use Configure expanded rent roll in Payments and read its historical Coverage notes before downloading.
Why is Download reviewed CSV unavailable?
Changing filters or columns invalidates the expanded report’s previous review. Select at least one column group and choose Review rent roll again.
Why do rent and unpaid balances differ?
Unpaid amounts can include other charges. Check the lease and charge records rather than assuming the balance equals one month’s rent.