Export custom reports / statements to excel for reconciliation, payment history

You can download a csv or excel spreadsheet from the landlord dashboard by following the instructions below.

This is the best way to find answers to historical problems or to analyze your collections data. 

1. Click the "Export" Icon at the top left of your dashboard to open the Reports Window

2. Under the Report Window you can select several different default reports. The most comprehensive report is the "Initiated Transaction Report". This will include payment and deposit details for all payments including pending payments. 

3. Select Date Range OR (Pro-Tip) leave the date fields blank to pull a complete history.

Once you have downloaded the file open it in excel or google docs you can sort the columns to make your own custom reports, annual statements, or to simply analize your data. Here are a list of data points available in the transaction report: