Build clear, role-based dashboards and reports from the metrics your team actually uses, without spreadsheet chaos.
Report builder
Drag fields onto the canvas
Units, tenants, invoices, payments, and expenses.
Report canvas
Auto-savedUnit report
Vacant, occupied, reserved
Tenant extension
Renewals and expiry dates
Invoice report
Paid, due, overdue
Stop jumping between spreadsheets and static reports. HappyTenant brings all your property data together into dynamic, interactive dashboards and reports that evolve with your business needs.
Drag fields, metrics, tables, and charts into a live report canvas. Slice data by property, tenant, landlord, unit, ledger account, or timeframe.
Report builder
Drag fields onto the canvas
Units, tenants, invoices, payments, and expenses.
Report canvas
Auto-savedUnit report
Vacant, occupied, reserved
Tenant extension
Renewals and expiry dates
Invoice report
Paid, due, overdue
Run invoice, VAT, receipt, banking, finance, purchase order, and overdue invoice reports without rebuilding them from scratch.
18 useful
Accounting reports
Invoices, VAT, receipts, banking, and payable workflows.
Finance
Invoices, cheque status, bounce date, and payment date.
VAT
Invoices with VAT by single property or all properties.
Invoice
Invoice and line-item activity over a selected period.
Purchase Order
Purchase orders by vendor, property, and date range.
Track rent roll, tenant statements, landlord statements, occupancy, lease endings, overdue leases, deposits, and renewal activity.
22 useful
Rental reports
Rent roll, lease status, deposits, statements, and occupancy.
Rent Roll
Active and completed leases with tenant names and deposits.
Landlord Statement
Income received by property or across selected properties.
Tenant Statement
Charges, credits, and tenant payments over time.
Occupancy
Occupied, vacant, sold, and active unit status.
Monitor net revenue, income statements, rent income, property expenses, forecasts, original vs received rent, and statements of account.
16 useful
Financial reports
Revenue, rent income, expenses, forecasts, and account statements.
Net Revenue
Income minus expenses to evaluate profitability.
Property Income Statement
Income received for one property or all properties.
Property Expense
Expenses by property, unit, category, and landlord.
Income Forecast
Expected rent income over a selected time period.
Filter by property, tenant, landlord, date range, charge type, or ledger account. Export to PDF, Excel, HTML, or CSV for every stakeholder.
4 filters
Advanced filters and exports
Filter reports and export in the format your team needs.
Export
Monitor revenue, expenses, collections, occupancy, lease activity, and operational health in dashboards that update as work happens.
261vs132
Started
started this year
73vs38
Ended
ended this year
63vs33
Renewed
renewed this year
HappyTenant's AI analyzes your property data to surface insights, detect anomalies, and predict trends before they happen. Make smarter decisions with intelligent recommendations.
AI continuously monitors your data for unusual patterns, flagging potential problems like unexpected expense spikes, collection issues, or occupancy anomalies.
Unit 4B, Filter replacement
Due: Friday
Resolved
Create a personalized dashboard by selecting predefined widgets for work orders, request tickets, leases, and the operational metrics your role needs.
Choose widgets for
Work orders, request tickets, and lease activity
42
Work orders
18 open, 24 completed
16
New request tickets
6 urgent, 10 normal priority
128
Leases
9 renewals due this month
Operational activity feed
Live dashboardAC repair
In progress
WO-1042
Move-in request
New ticket
TK-221
Lease renewal
Due soon
Unit 29
AI analyzes your portfolio each morning and delivers a personalized summary of key metrics, urgent items, overdue tasks, and opportunities that need your attention.
RIA My Day
Morning portfolio scan
3
Lease renewal, overdue task, approval
$45,314
Collected last week
2
Tenant inquiry and maintenance request
Build reports that reflect your real operations, not static snapshots. Slice data by property, unit, landlord, tenant, ledger account, charge type, or timeframe, and adjust views as workflows, portfolios, and priorities change.
Report builder
Drag fields onto the canvas
Units, tenants, invoices, payments, and expenses.
Report canvas
Auto-savedUnit report
Vacant, occupied, reserved
Tenant extension
Renewals and expiry dates
Invoice report
Paid, due, overdue
Our AI analyzes your property data to uncover hidden patterns, predict trends, and provide actionable recommendations that help you optimize performance and maximize returns.
18 insights
Smart recommendations
Opportunities ranked by business impact
6 alerts
Intelligent alerts
Grouped by urgency and type
RIA insight summary
Clear next actions from reporting noise.
Different stakeholders need different insights. HappyTenant provides role-specific dashboards and reports that give each user exactly the information they need to make informed decisions.
Property-specific reports for landlords showing income, expenses, tenant status, and property performance.
Automated monthly and quarterly statements delivered directly to landlords with comprehensive property metrics.
Clear statements showing rent history, payments, charges, and account balance for tenant transparency.
Detailed payment history and receipts available on-demand for tenant records and tax purposes.
Detailed operational reports covering maintenance, tenant relations, occupancy, and daily operations.
Track key performance indicators, set goals, and monitor progress toward operational and financial targets.
Detailed financial reports including P&L statements, cash flow analysis, and property-level financials.
Tax-ready reports with 1099 summaries, depreciation schedules, and audit-ready transaction histories.
Bring your operations, stakeholders, and reporting into one connected system built for the next stage.
Build report layouts without spreadsheets.
Start with reporting templates your team already needs.
Save repeat reports for one-click access.
Filter by property, tenant, owner, date, or ledger.
Export PDF, Excel, HTML, or CSV files.
Track financial and operational performance live.
Control who can view, edit, and export reports.
Open any metric to inspect the source data.
Generate P&L, cashflow, tax, and ledger reports.
Report on rental performance and collections.
Give teams the same source of truth.
