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Rent Roll

Open Rent Roll

Overview

The Rent Roll is a one-page snapshot of the client’s active leases as of a point in time. It answers the question a landlord asks every month: “Which leases are live right now, what rent is due on each, and what’s still outstanding?”

Each row is an active lease (not a unit). Vacant units — units with no active lease — do not appear on this report.

Report layout

Header: “Rent Roll” title, an As of date picker (defaults to today), and a Refresh button. A summary line shows the count of active leases and the total base rent across them.

Table columns:

ColumnNotes
Property / UnitProperty name (links to the lease) with the unit label beneath it.
TenantTenant name on the lease.
Base rentLease.baseRent on the active lease, shown as stored (monthly).
DueThe lease’s rent-due day of the month (e.g. “day 1”).
Current periodStatus of the current period’s RentSchedule row as a badge (Pending / Invoiced / Paid / Partial / Waived), or ”—” if no row covers the as-of date.
BalanceOutstanding balance on the current period’s invoice, or ”—” when no invoice exists yet.

There are no market-rent, opportunity, vacancy, or lease-expiry columns, no property/status/expiry filters, and no CSV export in the current version.

How it’s computed

The report loads every lease whose status is active or pending with startDate <= as-of and (endDate is null or endDate >= as-of), then joins:

  • Property and Unit for the display labels.
  • Tenant for the tenant name.
  • The RentSchedule row whose period brackets the as-of date, for the current-period status.
  • The Invoice linked to that RentSchedule row (if any), for the outstanding balance.

The summary totals the count of active leases and the sum of their base rents.