Accessing Reports
Click on the Reports tab at the top of the screen.
You will see an empty page with report categories listed on the left sidebar.
Running a Report
Expand a category from the left-hand menu.
Click on the specific report you want to run.
Set the parameters on the right-hand side.
Click Submit to generate the report.
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 multiple formats (e.g., PDF, Excel).
Once a format is selected, the report will download automatically.
You can also email the report directly from the system.
Managing Reports
Use the three-dot menu in the top left to manage your reports:
Categories
Modify how reports are grouped.
Default categories are:
Accounting
Tenant
Unit/Lease
Vendor
Import
View the list of available default reports.
Add any reports that are not currently in your list.
Edit Name & Category
Rename or reassign a report to a different category.
Delete Report
Remove reports you do not need.
Editing Reports
Click Edit Report from the three-dot menu of a selected report.
This feature is advanced and not recommended without support assistance.
You can make basic edits such as:
Adding simple text fields.
Adding images (e.g., company logo).
To add, drag and drop elements from the options on the left into the report layout.
Note: For complex report modifications, it is strongly encouraged to contact Property Matrix Support.