The Security Deposit Held by Item report provides a detailed breakdown of security deposits by selected items for tenants across buildings. It is designed to give property managers clear visibility into security deposits, grouped by building and tenant.
Where to Find the Report
You can access this report on the Reports page under the Tenant category.
Parameters
The report offers the following customizable parameters to tailor the results:
End Date: Specify the date up to which data is included.
Company: Select one or multiple companies. By default, all companies are selected.
Building: Choose one or multiple buildings. All buildings are selected by default.
Item 1 - Item 4: Select up to four different security deposit items to be displayed in the report. Each is a single-selection parameter.
Primary Tenants Only: Filter to include only primary tenants. Default is set to "No."
Contacts: Select the type of contacts to include:
Current Tenants (default)
Past Tenants
Not a Tenant
All
Understanding the Report
The report is grouped by building and displays a detailed table for each building. Each table includes the following columns:
Unit: The unit number.
Tenant: The tenant's name.
Selected Items (1-4): Separate columns for each of the selected security deposit items.
Other: Represents any security deposit amounts not included in the selected items.
Total: The sum of the selected items plus the "Other" column for each tenant.
At the bottom of each building's table, you will see a row labeled Total, summarizing each column.
Report Totals
At the very end of the report, a comprehensive Report Totals table sums all individual building totals, providing an overall summary for all buildings and tenants included in your report.
