Reporting
Reports from the same lines as the books
Every report is scoped to what you may see, logged when you run it, and derived from the ledger. Pick the columns, print it, or export to CSV.
Every report you run
Accounting
General ledger, trial balance, income statement in cash and accrual, twelve-month, comparative and budget versus actual, balance sheet, cash flow, trust balances.
Operations
Rent roll, unit, tenant, owner and vendor directories, vacancy and availability, lease expirations, renewal summary, move-ins and move-outs.
Receivables
Delinquency as of a date, aged receivables, tenant ledger, receipts and deposit register, payment and return activity, autopay enrollment, security deposit funds.
Payables and owners
Check register, expense register, bill detail, aged payables, vendor ledger, owner statement, management fee detail, bank reconciliation, 1099 detail.
Maintenance and leasing
Work order summary and aging, unit turn detail, inspection results, lead source and conversion, application status, renters insurance compliance.
Oversight
Portal adoption, the audit log, an executive summary and the office calendar.
Rent certificates
A rent certificate per tenant for the year, in the Wisconsin format.
Columns, print and CSV
Default and optional columns on each report, a column picker, print in portrait or landscape, export to CSV.
Common questions
Can a leasing agent run the owner statement?
Only if their role allows it, and only for the properties in their scope. Every report run is logged.
Can owners run reports themselves?
Yes. The owner portal has on-demand reports for their properties with export.
Will the rent roll match the general ledger?
Yes. Both come from the same journal lines, and a diagnostics page confirms the totals agree.
Other areas
- Self-storageStorage units, prorated move-ins, gate codes with a keypad file, overlock and gate deactivation as collection steps, on the same ledger as your rentals.
- Product overviewEverything Harbeo does, area by area: leasing, accounting, payments, maintenance, portals and reports.
- LeasingVacancies, listings, guest cards, written screening criteria, leases signed online, renewals, notices to vacate and move-outs in one flow.
- AccountingDouble-entry books with cash and accrual views, vendor bills and payment runs, management fees, owner statements, bank and three-way trust reconciliation.
Run your usual reports
Tell us which reports you run every month and we will show them.