Landlord portfolio report - configuration option

Owned by Fiona Wilson, created
Last updated: Oct 07, 2022
3 min read

This guide has been reviewed against our global client base and classed as relevant to all regions

A configuration option is available which allows a landlord portfolio report to be run - this provides a report, in Excel format, of a landlord’s portfolio movements over a specified timeframe

The Excel workbook contains four separate worksheets for rent due, income, expenditure and statement

To enable this configuration option, click here to contact Reapit Support

1. Run report

From the landlord record:

  • Click Statements

  • In Prepare Statement panel, click Portfolio Report

  • In Dates, enter the dates to report on

  • To view the report, click Preview and Print - the report will open in Excel

  • Four tabs across the bottom of the workbook allow you to view Rent Due, Income, Expenditure & Statement

    See sections 2 - 5 for more information

You may need to zoom in or click the images below to see in more detail

2. Rent due

A detailed list of rent invoices for the selected date range for each of the landlord’s properties is shown

3. Income

A detailed list of income for the selected date range for each of the landlord’s properties is shown

4. Expenditure

A detailed list of expenditure for the selected date range for each of the landlord’s properties is shown

5. Statement

A statement summary for the selected date range for each of the landlord’s properties is shown