The Renter / Guest / Tenant Report (also known as the Guest Report) provides a detailed summary of a renter’s invoices, payments, discounts, and outstanding balances. The report can be exported as PDF or CSV, or sent directly to the guest for easy sharing and record-keeping.

• Open your Dashboard, click the left sidebar, and select Reports.

Fill the following:

1. Report Type: Select “Guest Report” or other report type.
2. Property: Select one or multiple properties. Use “Select All” to include all.
3. Tenant/Guest Name: Select one or more guests. Past tenants are also included.
4. Date Range: Defaults to the latest year, but can be changed.
5. Show Co-Applicants: Optionally check this to include co-applicants in reports.
6. Click “Apply”: This will load data. If no data exists, a message will explain why.
   • Export:
     • Export as PDF – each tenant appears on a separate page. When sending to tenants, files are separated.
     • Export as CSV – download the report data in spreadsheet format for further analysis or record-keeping.

• You can also choose the option to “Send to Guest/Tenant/Renter”, “Export as .pdf”, or “Export as .csv” depending on how you want to share or analyze the report.

• Enabling ‘Show Co-Applicant Data‘ ensures that if a tenant has co-applicants, their name will be included in the exported PDF report

• You can see the names of different tenants across the top, along with their individual invoice and payment details—such as property address, charge type, amount due, due date, payment status, discounts, and amount paid.