Many pre-defined reports are available in Property Manager. See below for a list of available reports.
Report Group |
Report Name |
Certification Reports |
Certification Data Report Current Income & Expense Report Funding Program Status Report HOME Annual Certification Report Household Demographics Report Household Income Qualifications Report Pending Recert Report Recert Status Tracking by Community Report Recert Status Tracking Report Recerts Completed Report Tenant Certification Report Transaction Compare Report |
Community Reports |
All Units Report Bedroom Household Utilization Report Community Activity Summary Part1 Community Activity Summary Part2 Community Building Report Community Business Report Community EFT Move-out Report Community Fixed Assets Report Community Income Limits Report Community Notes Report Community Rent Register Report Community Services Block Grant Report Community Stats Report Community Status Report FEMA Community Household Statistics Report Lease Expiration Report Monthly Activity Summary Move-In Date Report Occupancy Detail Report Rental Agent Work Assignment Report Service Business Call List Report Unit Accessibility Report Unit Data Report Vehicle List Report |
Dashboard Reports |
Dashboard Recerts Report Dashboard Turnovers Report Dashboard Vacancy Report Operations Dashboard Report |
EFT Reports |
All Households Using EFT Report Community EFT Moveout Report |
FEMA Reports |
FEMA All Active Residents Report FEMA All Units Report FEMA Community Fixed Asset Report FEMA Community Household Statistics Report FEMA Household Contacts Report FEMA Maintenance Transition Report FEMA Outstanding Maintenance By Time Report FEMA Units With Frequent Work Orders Report FEMA Work Order Community Averages Report FEMA Work Order Community Skills Report FEMA Work Order Discrepancy Report FEMA Work Order Summary Report |
Financial Reports |
CBC Interface Report Deposits Due Report Deposits On Hand Report GL Accounts Report GL History Report Gross Potential Rent Variance Report Invoice Detail Report Lease Loss Gain Report Monthly Activity Summary Negative Rent Report Notice of Balance Due Operating Cash Activity Report Rent Bill Report Voucher Report |
Financial AR Reports |
A/C Receivable Report A/R Aging Report A/R Community Summary Report A/R Household Summary (drilldown) Report -Summary Page A/R Household Summary (drilldown) Report -Drilldown Page A/R Report A/R Select Receivable Report Applied Prepaids and Unapplied Payments Report Batch Deposit Application Summary Report Batch Deposit Detail (drill-down) Report Batch Deposit History Report Billing Register by Receivable Type Report Billing Register Report Cash Receipts Register by Receivable Type Report Cash Receipts Journal Report Collection Trend Report Community Rent Register Report Current Credit Balance Report Delinquency Report Gross Potential Rent Variance Report Household Balance Report Household Credit History Report Household Event History Summary Report Household Moveout Accounting Activity Report Monthly Gross Potential Community Summary (drilldown) Report - Summary Page Monthly Gross Potential Community Summary (drilldown) Report - Unit Drilldown Page Monthly Gross Potential Community Summary (drilldown) Report - Household Drilldown Page Monthly Unit Gross Potential Activity Report Notes Receivable Report NSF Event Report Overage Payable Report Period Discrepancy Report Prepaids and Overpayment Report Receivable Charge Detail Report Receivable Charge Summary (drilldown) Report - Summary Page Receivable Charge Summary (drilldown) Report - Drilldown Page Rent Bill Report Scheduled Receivables (drill down) Report Scheduled Receivables by Type Report Scheduled Receivables Detail Report Tenant Ledger Monitoring Report Utility Reimbursement Check Register Report |
Household Reports |
All Active Residents Report All Households Using EFT Report Asset Compare Report Birthday Report Eviction History Report Household A/P Vendor ID Report Household Credit History Report Household Member Notes Report Household Members Earned Income Report Household Moveout Accounting Activity Report Household User Codes Report Household With No Income Report Member PHA Info Report Member Race/ Handicap/ Disability Report Missing Household Gender Report Missing Household Race Report Missing SSN Report Name and Address for Applicant Report Name and Address For Household Report Notice of Lease Termination Phone List Report Prospect Tracking Report Rent Compare Report Resident Employer Report Unassigned Household Fees Report Vehicle List Report |
Maintenance Reports |
Community Business Report Community Maintenance Contact Report Community Maintenance Definitions Report Completed PO Billing by Type Report Completed PO Billing by Vendor Report Cost Of Maintenance Report FEMA Outstanding Maintenance By Time Report FEMA Work Order Discrepancy Report FEMA Work Order Summary Report Item Replacement History Report Maintenance by Due Date Report Maintenance Employee PO Work Report Maintenance Inspection Findings Report Maintenance Material Used Report Maintenance Response Completion Time Report Maintenance Vendor Invoices Report Material Prices Report PO Task Price Comparison Report PO Tenant Chargeback Report Reasonable Accommodations Report Scheduled Maintenance Report Service Business Call List Report Turnover Maintenance Status Report Unit Turnover Analysis Report Unpaid Maintenance Report Vendor List Report Vendor/Business with Expiring Certificates Report Work Order Report (w/ Time & Type Tracking) Work Order Report (w/ Time Tracking) Work Order Report (w/o Time Tracking) |
Marketing & Traffic Reports |
Application Sent and Referral Report |
Occupancy Reports |
All Units Report Application Sent and Referral Report Application Status Report Application Tracking Report Community Stats Report Compliance Level Occupancy Report HUD Market FP Compliance Report Investor Rent Roll Report Lease Expiration Report Monthly Activity Summary Report Move Out Security Deposit Disposition Report Move-In Date Report Move-In Report Move-Out Report Move-Out Trend Report National Equity Fund Rent Roll Report Occupancy Detail Report Occupancy Trend Report Rent Roll Month to Date Report Rent Roll Monthly Register Rent Roll Report Rent Roll Transaction Summary Report Turnover Active Report Turnover Availability Report Unit Activity Report (Move In/Move Out/Transfer) Unit Class Tiering Report Unit Turnover Analysis Report Unit Type Occupancy Summary Report Vacancy Detail Report Vacancy Expense Report Vacancy Report for HUD Special Claims Tracking Vacancy Status by Bedroom Report Vacancy Trend Report Vacant Units Report Weekly Activity Report |
PHA Reports |
PHA MTW Summary Report PHA Vacancy Report PHAS Receivable Summary Report Tenant Services Report Waitlist PHA Report Work Order Report (w/ Time Tracking) |
Section 515 Reports |
DHCR Monthly Report - State of NY - USDA 515 Occupancy Detail Report RHS Rental Assistance Assignment Report |
Section 8 Reports |
All Units Report Annual Section 8 Turnover Report HUD Admission Tracking Log HUD Community Contract Detail Report HUD Community Waiver Report HUD Market FP Compliance Report RHS Rental Assistance Assignment Report Unit Data Report Vacancy Report for HUD Special Claims Tracking |
Security Settings Reports |
Security Role Object Settings Report Security Roles Report Security Settings by Employee Report |
Tax Credit Reports |
Certified Rent Roll Report for Wheda Tax Credit Community Fact Sheet Report DHCR Monthly Report - State of NY - USDA 515 KY Building Status Report MSHA Compliance Report Rent Roll Report Tax Credit / Occupancy Report Tax Credit Annual Beneficiary Report (IN) Tax Credit Annual Summary Report Tax Credit Building Status Report (NJ) Tax Credit Certificate of Completion Report (MSHA) Tax Credit Compliance (IL) Tax Credit Monitoring Report Tax Credit Move-In Schedule (VA) Tax Credit Occupancy Summary Report (LAHD) Tax Credit PHFA Rental Schedule (PA) Tax Credit Project Status Report (CA) Tax Credit Qualification Report Tax Credit Qualified Occupancy Schedule Report Tax Credit Quarterly Detail Report Tax Credit Quarterly Occupancy Status Report by Unit Type Tax Credit Rent Report Tax Credit Rent Schedule (PA) Tax Credit Report YTD Tax Credit Report YTD (LA) Tax Credit Report YTD (MD) Tax Credit Report YTD (ME) Tax Credit Report YTD (NH) Tax Credit Report YTD (NY) Tax Credit Report YTD (SD) Tax Credit Report YTD (V2) Tax Credit Report YTD (VT) Tax Credit Report YTD (WA) Tax Credit Summary Report (OH) Tax Credit Unit Data Report (OK) WHEDA Unit Status Report |
Waitlist Reports |
Communities with Low Waitlist Report Prospect Tracking Report Traffic Report Waitlist Active Report Waitlist Active Report w/Preferences Waitlist Activity Report Waitlist PHA Report Waitlist Racial/Gender Compliance Report Waitlist Summary Report |
Other Reports |
Census Report Conversion Exceptions Report HAP Pending Activity Report HAP Tenant Certification Report HUD Community Waiver Report Invoice Errors Report PHA MTW Summary Report Property Manager Connection Log Property Tiering Report Race Code Report Shelter Plus Care Sponsor Based Monthly Request for Funds Report User Code Report |
Custom Reports |
AMSI eSite Mapping Report Beacon GL Entry Report GL History Custom Export Report (Leasing & Management) IMS Monthly Owners Report (MOR) Kettler Weekly Stats Detail Report Kettler Weekly Stats Report National Equity Fund Rent Roll Report Report Usage Log Tenant Rent Receipt Log Vaultware Export Report |