How do I create a custom report of all payments made by one tenant?

You can download a spreadsheet report of your payments by following the instructions below:

1. Export data by clicking "Export" in the toolbar of your dashboard.

2. You can choose a specific date range. This will create a .csv of all transactions. Open the .csv in excel and sort the 'tenant name' column alphabetically to group transactions by tenant. You should be able to then easily view and or copy/paste the all the transactions made by a particular tenant.

If it's giving you any trouble, just email us the tenant's name and request a custom report. We are happy to help!

Please note: If you use Quickbooks, we do have a plug in with our our 'Pro' subscription plan. This will allow you to integrate the payment report with your Quickbooks software.

Articles in this section

Comments

Articles in this section

Related articles