PlacePay Landlord – Export custom reports / statements

As a PlacePay Manager / Operator, you could download a csv spreadsheet from your PlacePay Dashboard by following the instructions below:

1. Open the Reports Window by either clicking “Transactions” and then clicking “Download” (as pictured below) OR by clicking the down arrow icon.

 

2. Under the Report Window you could select several different default reports. The most comprehensive report was the “Transactions Report”. This would include payment and deposit details for all payments including pending payments.

In Innago, you’ll actually have access to various exportable reports via your Reports page. You’ll just click the paper-looking icon located in the bottom left corner of your Dashboard. Each page has filtering tools and an “Export” button on it. See the articles below for more details on each report:

• • Bank Deposit Report
  • Rent Roll Report
  • Deposits Held Report
  • Transaction Report
  • Profit and Loss Report

 

Additionally, you can always filter and export your Income page as well, which provides details based on invoicing in particular:

• Using Filters to Find Invoices
• Exporting from the Income Page