Use Real Estate Reports and Dashboard
Use the REMS overview and Reports menu for portfolio health, collections meetings, and owner reporting.
REMS overview dashboard
Open Real Estate → REMS overview for executive KPIs and quick links, including:
- Availability and leasing shortcuts
- Disbursements (owner statements)
- Owner Portal administration
- Common Areas
Leads Dashboard (also under Overview) focuses on pipeline metrics. Day-to-day leasing KPIs also appear on the Rent Dashboard under Leasing (expected / collected / overdue / occupancy).
Rent roll
- Open Real Estate → Reports → Rent Roll.
- Filter by project, owner, or date.
- Review occupancy, contracted rent, collected rent, and vacancy.
- Export PDF or Excel, or email-share to stakeholders.
Monthly snapshots are saved automatically so you can compare trends over time.
Aged receivables
- Open Aged Receivables.
- Review outstanding rent and charges by aging bucket.
- Drill down to tenant or lease lines.
- Send reminder or bulk reminder, mark dispute, or record payment inline.
Scheduled email delivery of aged AR is configured under Rent Reminders (day and hour). Communication Center improves outbound email when licensed.
Installment status and property lifecycle
| Report | Use it for |
|---|---|
| Installment Status | Filter by project, status, month/year; export PDF for sales collections |
| Property Lifecycle | See units across lifecycle stages for management reviews |
Large lists use server-side paging so big portfolios stay usable.
:::info Accounting vs. REMS reports REMS reports are property-centric. Company GL and financial statements live under Accounting. Use both when you need operational occupancy plus ledger truth. :::