Overview
You can view a Tenant Ledger or Tenant Statement directly from a tenant record without first completing the full batch-process setup.
Single-tenant reports are generated using predefined criteria and open directly in the report preview.
For more control over the report criteria, use the batch processes:
Where To Find The Single-Tenant Actions
You can access the actions from:
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Setup > Tenants
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Dashboard > Delinquent Tenants
Open the row action menu for the tenant and select:
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View Ledger
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View Statement
The actions are available only when your user role has access to the corresponding report.
The tenant must also be active and linked to at least one lease.
View A Single Tenant Ledger
Select View Ledger to generate a Tenant Ledger for the selected tenant.
SIRE uses the following criteria automatically:
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From Date: First day of the current month
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To Date: Today
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Based On: Transaction Date
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Tenant: Selected tenant
The report is generated immediately. A loading indicator is displayed while the report is being prepared.
When generation is complete, the Tenant Ledger preview opens automatically.
If generation fails or takes too long, SIRE displays an error and creates a notification. You can try again or use the batch Process Tenant Ledger task.
View A Single Tenant Statement
Select View Statement to generate a Tenant Statement for the selected tenant.
SIRE uses the following criteria automatically:
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As Of Date: Today
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Based On: Transaction Date
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Tenant: Selected tenant
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Property: Automatically selected when the tenant has one eligible property
The report is generated immediately. A loading indicator is displayed while the report is being prepared.
When generation is complete, the Tenant Statement preview opens automatically.
Tenants Linked To Multiple Properties
Tenant Statements are property-specific. If the tenant is linked to more than one eligible property, SIRE does not select a property automatically.
In this case:
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SIRE redirects you to Process Tenant Statement.
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A message explains that a property must be selected.
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The tenant is preselected when possible.
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Select the property and complete the batch process.
Customize The Report
The Customize action is available from the Tenant Ledger and Tenant Statement previews.
Select Customize to open the corresponding batch process with the report criteria prefilled.
For a Tenant Ledger, the prefilled criteria include:
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From Date
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To Date
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Based On
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Selected tenant
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Include Terminated Leases
For a Tenant Statement, the prefilled criteria include:
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As Of Date
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Based On
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Property
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Selected tenant
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Include Terminated Leases
You can change the criteria and process the report again.
When only one tenant is selected for a Tenant Ledger, the Customize screen filters the tenant list to make the selected tenant easier to identify.
Report Preview
After a report is generated, the preview provides the same report options available for the corresponding batch process.
From the Tenant Ledger preview, you can:
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Review the tenant's charges, payments, applications, and balances.
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Select Customize to change the report criteria.
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Export the report to Excel or PDF.
From the Tenant Statement preview, you can:
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Review the tenant's statement and outstanding amounts.
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Select Customize to change the report criteria.
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Print the statement.
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Email the statement.
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Download the statement when available.
For detailed preview and processing options, see:
Batch Processing
Single-tenant actions are intended for quickly viewing one tenant's report.
Use the batch processes when you need to:
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Select multiple tenants.
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Choose custom dates.
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Select a different transaction date basis.
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Include terminated leases.
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Select a specific property for a tenant linked to multiple properties.
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Review or process reports asynchronously.
Batch report generation continues to use notifications. Open the notification when the report is ready.
Frequently Asked Questions
Which Tenants Can Use The Single-Tenant Actions?
The tenant must be active and linked to at least one lease.
Which Dates Are Used For A Single-Tenant Ledger?
The Ledger uses the first day of the current month as the From Date and today as the To Date.
Which Dates Are Used For A Single-Tenant Statement?
The Statement uses today as the As Of Date.
Why Was I Redirected To Process Tenant Statement?
The tenant is linked to more than one eligible property. Select the required property in the batch process.
Can I Change The Criteria After The Report Opens?
Yes. Select Customize from the report preview to open the corresponding batch setup screen with the criteria prefilled.
Can I Generate Reports For Multiple Tenants?
No. The single-tenant actions generate a report for one tenant at a time. Use the batch process to select multiple tenants.