Overview
The Portfolio Export report allows you to generate a detailed export of your entire portfolio or filter it by specific criteria. This report includes tenant data by property, such as costs, expenses, and rent amounts.
Key benefits / use cases
Export portfolio data for analysis or sharing.
Filter by property attributes to focus on specific regions or deal types.
Customize columns for a tailored report view.
How to use the Portfolio Export report
Apply filters
You can generate a portfolio export for:
Entire portfolio
By property
By region/State
More filters – Includes:
Deal Type
Deal Stage
Deal Month
Various property attributes specific to your environment
Export the report
The report displays tenant data by property, including:
Costs
Expenses
Rent amounts
You can export the report in multiple formats:
Excel
CSV
PDF
Steps to export
Apply the desired filters to customize your report.
Click the black box icon on the right side of the screen.
Select or deselect columns to include in your export.
Choose your preferred export format (Excel, CSV, or PDF).
Tip: Use column selection to create a clean, relevant report before exporting.
FAQs
Can I filter by deal attributes?
Yes. Under More filters, you can filter by Deal Type, Deal Stage, Deal Month, and property-specific attributes.
What data does the Portfolio Export report include?
It includes tenant data by property, such as costs, expenses, and rent amounts.
Can I export the report in PDF format?
Yes. You can export the report in Excel, CSV, or PDF formats.