Printing the Rent Roll Report
You can generate and print (or export and email, etc) your complete Rent Roll report, or a subset of receivables. Filter the rent roll on the screen first using the dropdown lists
You can adjust and select:
- All receivables or those for a specific property/lease
- All Due or Late, or a specific date range
- As of a specific date (eg. today, or in the future)
- Display or hide fully paid items in the rent roll report
- Show or hide closed leases
Once you are satisfied with the receivables to include, click the “Print Rent Roll” button:
The “Generate & Print Rent Roll” popup screen appears:
Controlling Which Receivables Appear on the Rent Roll report:
Your rent roll generation & print options will reflect the current filters on the Rent Roll screen – if you have checked a select number of receivables, the “Filters” options on this popup will show “Selected Receivables Only” – if you have selected all, it will specify “All Receivables”. It will also reflect any date filters, whether you have ‘Include Fully Paid Items’ or ‘Include/Exclude Closed Leases’ enabled or disabled, and the current ‘As Of’ date. See the “Filters” paragraph of the “View Rent Roll” section above for more information about these filters.
Controlling How Receivables Are Displayed:
This popup screen also allows you to configure whether to include any payment history for each receivable, whether to group receivables by Property (all receivables for a property will roll up together), and/or whether to group receivables by Owner (if applicable, all receivables will roll up by the property owner).
Once you have configured your rent roll to display the way you want, click the “Print Rent Roll” button to generate it – the report is generated and show in the Print View tab:
Emailing the Rent Roll
To email the rent roll, click the “Email Report” button on the Print View tab and the “Email Report” popup screen appears. Enter an email address, select a template (if applicable) and/or enter a subject and body for the message, and click “Send Mail” – the rent roll is sent as a PDF attachment. See the “Emailing Invoices” section below for more information about emailing these reports, as the two procedures are similar.