Reports and Reporting Features in Rentec Direct - Pro Tips

With various searching and sorting options for over 50 reports, Rentec Direct property management software offers thousands of customizable report options.

Each report has a unique URL, allowing easy viewing, bookmarking, and sharing with numerous options to customize, organize, update, and edit.

This article reviews tips for:

• Finding specific report options from a single page
• Creating and Saving Custom Reports (Create a list of favorites or bookmark to your browser)
• Viewing and Sorting Data
• Quickly Access Financial Ledgers from a Report
• Edit Transactions Displayed on a Report
• Sharing Report Options
• Printing Reports (Landscape or Portrait)
• Frequently Asked Questions

Finding Specific Reports

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

In your Rentec direct account:

1. Click on Reports
2. Try the following options to see which works best for 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

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 on Reports
2. 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
3. Enter the Report Period
4. Indicate Bank Account, Owner, or Property
5. Include archived property in Owner Statement A, Owner Statement B, and Vacant Property reports by checking the box
6. Click on Submit

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 in the report below: 

• Columns with carrot icons at the top indicate that the order can be changed based on any column header subject by clicking 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.
  
  

  

• 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 a new tab or window for side-by-side viewing
• Use the back-and-forth buttons to maneuver through the pages
• Middle click your mouse over a report to open in a new window, allowing side-by-side viewing

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

Quickly Access Financial Ledgers from a Report

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

In your Rentec Direct account:

1. Click on 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

Tips: 

• Clicking on a category will bring you into a category ledger report
• Set advanced Program Default Settings | Preferences to customize transaction details to be displayed in accounting reports such as memo, category, check #, etc.

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 on 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. Click on Save Changes
5. Page back to return to the report

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 makes saving, accessing, and sharing reports with managers and owners easy.

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

In your Rentec Direct account:

1. Click on Reports
2. Click on a created report or create a new report using the steps above
3. Share the report:
   1. Click on the envelope icon at the top of the report to email
   2. Schedule report to automatically email on a weekly or monthly basis with updated information using the Schedule and Send Reports to Owners and Managers feature

Printing Reports

Print your reports as Landscape or Portrait.

In your Rentec Direct account:

1. Click on Reports
2. Click on one of your Favorite reports or create a report using the steps above
3. Click on the dropdown by the Printer icon to select Portrait or Landscape
4. Click on Print

Tips:

• Ctrl+P - Prints in the default orientation
• Ctrl+Shift+P - Prints in preferred orientation

Frequently Asked Questions

Q) How can I right-click on a tablet or device without a mouse?

A) Try holding your finger on the screen for one to two seconds to access the right-click menu

Q) How can I right-click on a Mac

A) Try using ctrl-click on the keyboard and trackpad