Commonly used Tenancy Reports and Exports in Chintaro

Modified on Mon, 23 Jan 2017 at 01:23 PM

This document is designed to give you an idea of some of the commonly used Reports and Exports in Chintaro.

Reports

All of the reports listed in this document are found in Reports and Exports> Reports.

Clicking on any report will show you a Report Overview:

And a report sample preview on the right hand side of the screen:

If you are having trouble finding a report with the information you require, please email support@chintaro.com.au with a description of the report you wish to produce and we’ll email you back with suggestions.

CATEGORY	REPORT NAME	CONTENT
TENANCIES
	Bond Balances (Current Tenancies) by Property	Report groups Tenants by Properties, showing the bond total, balance and amount paid.
	Rent in Arrears (Concise)	Report that details Arrears balances for both Active and Vacated Tenancies. Ability to filter by different criteria including Arrears status, Program, Tenancy Manager and Property Manager.
	Rent in Arrears (Concise) As at Date	Report that is designed to view all Tenancies (Active and Vacated) in Arrears at a specified Date.
	Rent in Arrears (Rent Txns Only)	Report that shows all Tenancies in Rent Arrears Only. Ability to filter by different criteria including Property, Program, Tenancy Status, Tenancy Manager, etc.
	Rent in Credit	Report showing Tenants (Active and Vacated) in Credit for both Rent and Non Rent. Ability to filter by credit amount in Select Criteria.
	Rent Reviews and Exit Dates	Report showing last Rent Review Date and Next Rent Review Dates of Tenants within specified time frame. Includes Expected Exit Date field.
	Tenancy Balances	Report showing Tenant’s Balances (Credit and Arrears) for both current and vacated Tenancies. Ability to filter by different criteria including Tenancy Status, Property Manager and Program.
	Tenancy Inspections	Report showing all Tenants who have a ‘Next Inspection Date’ within the time frame specified.
	Tenancy Transactions (By Program)	Report showing all Tenancy Transactions grouped by Program (Tenancy Type) and further grouped by Bank Account. Ability to filter report by criteria including 3 Transaction Types, Payment Book, Tenancy Status, Program and dates of transactions.

Exports

All of the Exports listed in this document are found in Reports and Exports> Exports. Click on the Export Category, then on the Export name to view the Included Fields on the left hand side.

Many exports will include a Select Criteria at the bottom of the export. These fields may be drop down lists, date fields or numerical fields (EG Number of days):

Most Exports can be viewed in Excel immediately by clicking Open in Excel Now. Some Exports will require you to Export to File. To export to a file, click to highlight the name of the export, then enter a File Name, select a Location, Output Format and click Export to File:

If you are having trouble finding an export with the information you require, please email support@chintaro.com.au with a description of the export you wish to produce and we’ll email you back with suggestions.

CATEGORY	EXPORT NAME	CONTENT
TENANCIES
	Arrears Balances (As At Today)	Export showing all Tenant’s (active and Vacated) arrears balances, as at today’s date.
	Current Rents & Fees (Weekly or Fortnightly)	Export showing all Active Tenant’s current weekly or fortnightly rent, other charges, Market Rent and Program.
	FHL Occupancy You must have run the Occupancy Calculation for the period before running this export.**	Export showing all Tenants in a Room within a specified time frame, including number of days Occupied, Vacant Tenantable and Vacant Untenantable and Start and End dates of each Tenancy.
	NAHA Data Complete	Export that should be run before running the NAHA Report to show gaps in information used in the report.
	Tenancy (Active With Current Rent)	Export showing all Active Tenants with many fields relating to Client information (including Next of Kin, Incomes, Centrelink Information) and Tenancy Information (including Current Rent, Rent Paid To and Rent Calculated To dates).
	Tenancy Activity for Period	Export showing all current Tenant’s Opening Balance as at a specified date, charges and payments within the period of time and end balance (at a specified date).
	Tenancy Balances (As At Date / EOM)	Export showing balances of all Tenants (both Active and Vacated) broken down in to CR, DR and Amount, as at a specified date. Ability to filter by Tenancy Status, Property or Tenancy Manager and Region.
	Tenancy Balances Non Rent Only (Arrangements)	Export showing balances of all payment Arrangements and Splits for all Tenants as at a specified date. Includes Arrangement/Split type and weekly/fortnightly payment amount.
	Tenancy Balances Trend Last 12 Months	Export showing Tenant’s balances at a specified date for the previous 12 months. Useful for seeing trends in payments.
	Transactions (Tenancy)	Export showing all transactions in a specified time frame. Includes transaction date, amount, comments, Tenancy Status, Region and Tenancy Manager. Ability to filter export by select criteria such as Transaction Type, Program and Region.
	Transaction Summary	Export showing summary of all transactions for all Rooms in a specified time frame.
	YCH-B OPI Active Tenancies During a Period	Export showing the number of Tenancies created in a period of time (EG Calendar/Financial year/Month). Includes information such as Tenancy Days, Tenancy Years, Age Group and many fields from the Client screen.
	YCH-D OPI Tenancies That Ended During a Period	Export to show the number of Tenancies that ended during a specified time frame. Includes information such as Tenancy Days, Tenancy Years, Age Group and many fields from the Client screen.