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: today through the next 90 days. We always check 90 days in advance, as we need about 60 total days of lead time to prepare a renewal or move out.

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 the PM.

Recipients: PM

Subject: Lease Expiration Report - {{MONTH + YEAR}}

Body:

Hi {{NAME}},

Please find attached the lease expiration report.

Thanks!