Financial reports: complete user guide

Financial reports help you monitor income, occupancy, and overdue payments across all your properties. This guide will show you how to use each section of the reporting feature.

Accessing reports

Tap the Reports icon in the bottom navigation bar to open the Report Overview.

Understanding the Report Overview

The Report Overview displays your property financial summary in a single screen. This feature is available for Pro users—free users will see sample data as a preview.

Income card

• Shows total income for the current period
• Bar chart displays income trends for the last 6 months (“This Month” mode) or 12 months (“1 Year” mode)
• Month-over-month comparison shown as a percentage increase or decrease compared to the previous period
• Comparison against target income (total rent that should have been collected)

Summary cards

• Occupancy rate — Percentage of occupied units out of total units, with occupied/total count
• Overdue payments — Total unpaid charges, with the number of tenants who are behind

Overdue tenants list

• Shows up to 5 tenants with the highest overdue amounts
• Each item shows tenant name, location, overdue amount, and status badge:
  • Overdue (red) — Past the grace period
  • Partial (yellow) — Paid but not in full
  • Unpaid (gray) — No payment received
• Tap “View All” if there are more than 5 overdue tenants

Recent transactions

• Shows the latest payments received
• Each transaction displays tenant name, location, amount, and date

Property comparison

• Appears if you have more than one property
• Displays a card for each property with income, overdue amount, and occupancy rate
• Scroll horizontally to see more properties (if 3 or more)

Using filters

Period filter

1. Tap the period chip at the top of the Report Overview
2. Choose one:
   • This Month — Current month data, chart shows last 6 months
   • 1 Year — Rolling 12-month data, chart shows last 12 months

Property filter

1. Tap the property chip at the top of the Report Overview
2. Select All Properties or choose a specific property
3. All data across the Report Overview will update to match the filter

Viewing the financial report

1. From the Report Overview, tap View Report in the Income section

2. The financial report page displays:
   • Income: Target, collected, overdue, and collection rate (%)
   • Occupancy: Total rooms, occupied, vacant, and occupancy rate (%)
   • Overdue list: All tenants with outstanding charges and full details
   • Per-property breakdown: Income, overdue amounts, and occupancy for each property (if more than one property)

Changing the month

1. Tap the month/year header at the top
2. Select the month and year you want to view
3. The report will update to the selected month

Changing the property

1. Tap the property chip at the top
2. Select the property you want to view

Viewing the cash report

The cash report shows detailed incoming payment transactions.

1. From the Report Overview, tap Cash Report

2. The cash report page displays:
   • Summary: Total income and number of transactions
   • Transaction list: Tenant name, location, payment amount, and date (sorted newest first)

Month and property filters are available just like in the financial report.

Exporting reports

You can export the Financial Report and Cash Report in two formats:

PDF export

1. Open the report page you want to export (Financial Report or Cash Report)
2. Tap the share button (share icon)
3. A PDF file will be generated and your device’s share sheet will open
4. Choose to save, send via messaging apps, email, or other apps

CSV export

1. Open the report page you want to export
2. Tap the download button (download icon)
3. A CSV file will be generated and your device’s share sheet will open
4. The CSV file can be opened in Excel, Google Sheets, or other spreadsheet apps

Exported files are automatically named with the format: report_[type]_[date].[format]

Tips

• All report features (Report Overview, Financial Report, Cash Report, and export) require a Pro subscription
• Month filter in the Financial Report is separate from the Report Overview filter — you can view a different month without changing the Report Overview
• Bar chart bars can be tapped to see detailed income amounts per month
• Data updates automatically every time you record a new payment — no need to manually re-enter data into reports