Appfolio Reports

Reports/Scheduled Reports

Reports you will likely need to pull:

• Trust Account Balance: "Quickly review the amount held in trust for all properties. Inside, you'll find the operating cash balance, the security deposit cash balance, and the amount held in security deposit liability for every property."

• Lease Expiration Detail by Month: " Stay on top of expiring leases to prepare renewal offers or begin the turnover process. Run this report to view all tenants with expiring leases across properties grouped by month of lease expiration."

  • Beginning of the month and mid-month 

• Rent Roll: "Get a snapshot of property's expected revenue established from existing leases in effect. Inside, you'll find market rent, actual rent charged, past due balance, deposit paid, lease dates, & occupancy percentage."

  • Looking for Vacant, Unrented units that aren't renovation projects or listed 

  • Weekly or bi-weekly 

• Delinquency: "Ensure timely payments of rent by locating residents with outstanding balances owed on their ledgers as of today's date. Inside, you'll find the amount receivable, the last payment amount & date." 

  • 5th, & 10th of the month. Weekly beyond.

• Work Order: "Maintain a high-level view of all recent work orders. Inside, you'll see the status, the vendor, the property, and any billed amounts."

  • Weekly

• Tenant Tickler: "Stay on top of important dates in the tenant life cycle. You'll find move ins, move outs, and notice dates per occupancy."

  • Useful for commission sheet

  • Move Ins, Move Outs, and Notice Given units on one report similar to your dashboard. 

  • Bi-weekly

Upcoming Activities

Upcoming activities will sync with the google Calendar anf Appfolio sync. This can be used for tasks you want in Appfolio, follow ups with tenants, the activity option is in every possible screen.

Work Order Statuses 

Appfolio offers different Action Statuses to keep track of your work orders