Filter/Search, Export/Share, Delete/Deactivate Tenants

Filtering & Searching Tenants

Using advanced criteria to isolate specific resident groups and manage portfolio data.

Steps:
To find specific tenants or group them for reporting:

1. Search Bar: Type a name, email, or unit number into the Search Bar for instant results.
2. Advanced Filter Row: Use the dropdown menus to filter your list by:
   
   • Unit No: View residents in a specific unit.
   • Portal Access: See who has (or hasn't) activated their mobile app/portal.
   • Renewal Offer Status: Track who is up for a lease renewal.
   • Payment Status: Isolate tenants who are Paid, Unpaid, or Overdue.
   • Pending Profile Approval: Review tenants waiting for admin verification.
   • Upcoming Lease Expiration: Identify leases ending within a specific window.
3. Reset Filters: Click the Three Vertical Dots (top right) and select Reset Filters to clear all criteria and return to the full list.

Exporting & Sharing Tenant Data 

Generating PDF or Excel reports of your tenant list and sharing them via email.

Steps:
To take your data out of the system or share it with a colleague:

1. Open Menu: Click the Three Vertical Dots Icon in the top-right corner of the Tenants page.
2. Choose Format: Under "Export as," select your preferred file type:
   
   • PDF Icon: Generates a professional document perfect for printing or archiving.
   • Excel Icon: Downloads a spreadsheet for custom data analysis.
3. Share via Email: Click the Envelope (Email) Icon to send the current filtered list directly to an email recipient.
4. Note: Your export will only include the tenants currently visible based on your active filters.

Deleting or Deactivating Tenants

Permanently removing a resident record or handling move-outs.

Steps:
To remove a tenant from your active list:

1. Open Actions: Click the Three Vertical Dots in the "Actions" column for that specific tenant.
2. Delete: Select the Delete option.
3. Confirm: A security prompt will appear. Confirm the action to permanently remove the record.
4. Note: We recommend ensuring all balances are at $0.00 and the lease is officially terminated before deleting a tenant, as this action will remove their entire financial and document history.