View, Filter/Search, Export/Share Unit Report
Viewing List, Filtering or Searching Records, Exporting or Sharing Unit Report
Durga B
Last Update 3 个月前
Unit Report Overview
Accessing a comprehensive audit of physical unit specifications, amenities, and current availability.
Steps:The Unit Report acts as your master inventory list for every individual rentable space:
- Navigate: Click the Reports (Chart Icon) in the left sidebar and select Unit Report.
- Review the Inventory: The table provides a detailed breakdown of each unit's physical attributes:
- Location: View the Property name and specific Unit Number.
- Specs: Track the Size (sqft), # of Bedrooms, and # of Bathrooms.
- Features: Identify the Furnishment status (e.g., Unfurnished, Fully-Furnished) and Parking availability (Yes/No).
- Financials: View the assigned monthly Rent for that specific unit.
- Status: Check the Availability column to see if a unit is Occupied or Vacant.
- Interactive Links: Click on any orange Property or Unit Number to jump directly to the management screen for that asset.
Narrowing down your inventory list by specific features like furnishing, parking, or occupancy status.
Steps:To find a unit that matches a specific set of criteria (e.g., for a prospective tenant):
- Property/Unit Filters: Isolate units within a specific building using the Property and Unit Number dropdowns.
- Feature Filters: Use the dedicated dropdowns to filter by:
- Furnishment: View only "Fully-Furnished" or "Unfurnished" options.
- Parking: Filter for units that include dedicated parking spots.
- Availability: Filter for Vacant units to quickly identify what is ready to be leased.
- Global Search: Type a specific square footage, bedroom count, or property name into the Search Bar for instant results.
- Group By: Use the Group By dropdown to organize the list by Property or Furnishment type for a cleaner visual audit.
Generating property inventory reports in PDF or Excel for marketing or internal audits.
Steps:To take your unit inventory offline or share a vacancy list with your team:
- Open Menu: Click the Three Vertical Dots Icon in the top-right corner.
- Select Export Format:
- PDF Icon: Generates a professional physical audit report—ideal for property owners or onsite managers.
- Excel Icon: Downloads the data as a spreadsheet, perfect for calculating average rent per square foot or total bedroom counts.
- Envelope Icon: Emails the currently filtered unit list directly to a recipient.
- Resetting: Click Reset Filters (the funnel icon) to clear all search parameters and return to the full portfolio view.
- Refresh: Click the Circular Arrow Icon to sync the report with the latest unit updates from your Property settings.
