Reports and Reporting Features in Rentec Direct - Pro Tips

With various searching and sorting options for over 50 reports, there are literally thousands of customizable options for reports in Rentec Direct property management software.

Each report has a unique URL, allowing easy viewing, bookmarking, and sharing. You'll also find numerous options to customize, organize, update, and edit reports.

Let us walk you through more exciting updates for Reports, Reporting Features, and Pro Tips in your Rentec Direct account including:

  • Finding specific report options from a single page
  • Creating and saving custom reports
    • Creating a list of favorites for frequently used reports
    • Bookmarking reports to your browser for quicker future access
  • Viewing and Sorting data
    • Middle click your mouse over a report to open in a new window allowing side-by-side viewing
    • Use the back-and-forth buttons to maneuver through the pages
  • Quickly access financial ledgers from a report by clicking on:
    • Property address
    • Owner's name
    • Tenant's name
    • Bank Account
  • Edit transactions displayed on a report
  • Sharing report options
    • Sharing URL
    • Email
    • Schedule and Send Reports to Owners and Managers Automatically

Pro Tips:

  • When using a tablet or device without a mouse, the right-click menu can be brought up by holding your finger on the screen for one to two seconds
  • To right-click on a Mac, ctrl-click using the keyboard and trackpad
  • Clicking on a Category will pull up the category ledger report

System Note: Sub users will only be able to view reports that they've created

Finding Specific Report Options

Quickly find the type of report you want to create with these easy steps:

In your Rentec direct account:

  1. Click Reports
  2. Click on the NEW Try our remodeled reports link (This will only need to be done the first time accessing the remodeled design)
  3. Try the following options to see which works best or you:
    1. Begin typing the name of the report in the search bar to select a specific report
    2. Click directly on a displayed report
    3. Click on the "X" next to the search bar to search by category:
      1. Favorites
      2. Financial
      3. Tenants
      4. Miscellaneous

Pro Tip: As you become familiar with the new design of reports, you can go back to the prior report layout by opening any report and clicking on the Return to the old Reports link at the bottom of the page.


Creating and Saving Custom Reports

Create a custom report in just a few clicks that can be saved for quick access.

In your Rentec direct account:

  1. Click Reports
  2. Click on the NEW Try our remodeled reports link
  3. Locate the report by
    1. Typing the name of the report in the search bar or
    2. Click on the "X" next to the search bar to search by category or
    3. Click on the report from Favorites
  4. Enter the Report Period
  5. Indicate Bank Account, Owner, or Property
  6. Click Submit

Pro Tips:

  • Clicking on the Star next to a report will move the report to the top of the list as one of your Favorites for future access
  • To remove a report from Favorites, simply click on the Star again
  • Pressing ctrl+/ will allow you to toggle between the report being created and the list of reports
  • While in a report, click the Star in your URL or location bar to bookmark the report for future use

Viewing and Sorting Data

When a report is generated, the data will be organized in a standardized format with an easy-to-read font and numerous sorting and viewing options to help create the perfect report.

A Sample of sorting options is reflected on the report below: 

  • Columns with carrot icons at the top indicate the order can be changed based on any of the column header subjects by clicking on the header.
  • If there are multiple columns with sorting options, the column with only one direction showing indicates how the report is currently being sorted. The report below is sorted by date.

    Custom Sorting Reports

Pro Tips:

  • When viewing the list of reports, middle-click your mouse over a report to open it in a new window for side-by-side viewing
  • When viewing the list of reports, right-click on a report and select from the available options to open in a new tab or window for side-by-side viewing
  • Use the back-and-forth buttons to maneuver

Quickly Access Financial Ledgers from a Report

Quickly access ledgers to review and make necessary corrections as needed directly from reports.

In your Rentec Direct account:

  1. Click Reports
  2. Click on a created report or create a new report using the steps above
  3. Click on a tenant or owner's name, property address, or bank account on the report to enter the associated ledger
  4. Once Changes have been saved, page back or toggle back to the report

Pro Tip: Clicking on a category will bring you into a category ledger report


Edit Transactions Displayed on a Report

When reviewing a report and notice an error in a transaction, or you would like to add a note to the transaction, easily access the transaction directly from the report to make necessary adjustments using the following steps:

In your Rentec Direct account:

  1. Click Reports
  2. Click on a saved report or create a new report using the steps above
  3. Click directly on a transaction to quickly open the Edit Transaction function
  4. Save Changes
  5. Page back to return to the ledger

Pro Tip: Some transactions cannot be edited from the report, and you will see a notice if you try to edit a non-editable transaction.


Sharing Report Options

Each report created now has its own link and unique URL and, when saved, saves any filters and fields so anyone the report is shared with will see the exact same information as you. This new feature makes it easy to save, access, and share reports with managers and owners.

The following steps will walk you through sharing reports with managers and owners:

In your Rentec Direct account:

  1. Click Reports
  2. Click on a created report or create a new report using the steps above
  3. Share the report with one of the following options:
    1. Click on the share icon in the top right (web browser address bar) to share the URL
    2. Click on the envelope icon at the top of the report to email
    3. Schedule report to automatically email on a weekly or monthly basis with updated information using the new Schedule and Send Reports to Owners and Managers feature

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