Overview
The Portfolio Encumbrance report allows you to view tenant data and tenant option data across your entire portfolio or for specific properties. This report helps you analyze encumbrances and tenant obligations at a portfolio level.
Key benefits / use cases
Generate a complete portfolio encumbrance report for all properties.
Filter by property to focus on specific locations.
View tenant data and tenant option details for better decision-making.
How to use the Portfolio Encumbrance report
Apply filters
You can generate a portfolio encumbrance report for:
Entire portfolio
Specific property
Report details
The report displays:
Tenant data
Tenant option data
Export options
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 property?
Yes. You can generate the report for the entire portfolio or filter by a specific property.
What data does the Portfolio Encumbrance report include?
It includes tenant data and tenant option data.
Can I export the report?
Yes. You can export the report in Excel, CSV, or PDF formats.