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Using Reports

Learn how to view, run, export, and customize reports in Property Matrix

Written by Jimmy Chowdhury

Accessing Reports

  1. Click Reports in the navigation menu.

  2. Reports are organized by category on the Reports page.

Running a Report

  1. Select a report category.

  2. Choose the report you want to run.

  3. Click Run Report.

  4. Set the report parameters.

  5. Click Submit.

The report will display in the main panel.

Exporting and Sharing Reports

Reports can be printed directly.

Use the Export button at the top of the report to download it in formats such as PDF or Excel. Once you select a format, the report will download automatically.

You can also email the report directly from the system.

Managing Reports

Use the report options menu to manage reports.

You can:

  • Duplicate reports

  • Rename a report

  • Reassign a report to a different category

  • Delete reports you no longer need

  • View available default reports

  • Add default reports that are not currently in your list

Default report categories include:

  • Accounting

  • Tenant

  • Unit/Lease

  • Vendor

  • Import

Editing Reports

Click Edit Report from the three-dot menu of a selected report.

This feature is advanced and is not recommended without support assistance.

Basic edits may include:

  • Adding simple text fields

  • Adding images, such as a company logo

To add elements, drag and drop them from the options on the left into the report layout.

For complex report modifications, it is strongly encouraged to contact Property Matrix Support.

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