Creating lease expiration report in Appfolio
To monitor lease expirations, we create a lease expiration report for tenants on the 1st of every month. At Treaty Oak Property Management, all leases are set to expire on the last day of March, April, May, or June, with a minimum term of 12 months. Despite this consistency, it’s important to review the report for any upcoming lease expirations.
How to create a lease expiration report in AppFolio.
- On the Appfolio dashboard, click the drop-down button of the reporting tab on the left-hand side.
- Click the reports button to go to the reports section in AppFolio.
- In the reports search bar, write 'Lease Expiration Detail by Month' and start searching. Click the report to start creating/customizing the report.
- Leave all of the settings as is & click update button.
- Date range: You can change this date according to your need or as requested by the PM.
- A detailed report will be created that shows property address, move-in, lease expiration, rent, and other information by month.
- Click 'Print to PDF' on the top to download the report.
- After downloading, send the report to Stephanie.