All reports can be filtered by property or merchant account, and date, but will default to the last 30 days. All reports can be viewed directly in RentMoola. However, we recommend exporting the reports to excel or CSV, as they are easier to read, provide more information, and can be formatted directly on a spreadsheet.
To access and export reports:
- Click on the Reports tab.
- From the Reports page, select the report you would like to generate.
- Select the all or a specific merchant account/property and date range, and click Refresh.
- Click Export.
- Select the format you prefer. (CSV or Excel)
- Open from your downloads.
Note: If you are an Integrated client, the EFT and Payments reports include the Customer ID and Property ID.
Have more questions? Feel free to email us at pmsupport@rentmoola.com
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