Renters

Overview

Renters Report – Business Overview

Module: Dafater Property Management
Report Type: Renters (based on Rent Contract)

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1. What Business Information This Report Provides

The Renters report gives a complete, up-to-date view of all tenants who have active, expired, or upcoming rent contracts. It connects renter details with their rental agreements, allowing property managers and business owners to clearly see who is occupying which property, under what terms, and for what period.

This report is essential for understanding tenant distribution, rental status, and contract timelines across your property portfolio.

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2. When and Why to Use This Report

You should use the Renters report when you need to:

• Monitor current tenants and their rental agreements
• Identify contracts nearing expiry for renewal planning
• Review historical renters for compliance or audit purposes
• Support leasing decisions and occupancy planning
• Prepare data for property performance reviews

It is especially useful during monthly reviews, renewal cycles, and when making strategic decisions about rental pricing, tenant retention, or property utilization.

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3. Key Columns and Their Business Meaning

While the exact columns may vary slightly, the Renters report typically includes:

• Renter Name
  Identifies the individual or company leasing the property. Helps track tenant relationships.

• Property / Unit
  Shows which property or unit is being rented. Useful for occupancy and unit-level analysis.

• Contract Number
  References the specific rent contract for traceability and follow-up.

• Contract Start Date
  Indicates when the rental period began. Important for understanding tenancy duration.

• Contract End Date
  Shows when the contract expires. Critical for renewal planning and vacancy forecasting.

• Contract Status
  Displays whether the contract is Active, Expired, or Upcoming. Helps prioritize actions.

• Rent Amount
  Indicates the agreed rental value. Useful for revenue tracking and comparison.

• Payment Frequency
  Monthly, quarterly, or yearly—helps finance teams anticipate cash inflows.

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4. Available Filters and Their Business Purpose

The report includes filters that allow focused analysis, such as:

• Property / Unit
  View renters for a specific building or unit to assess occupancy.

• Renter
  Analyze contracts for a specific tenant, especially useful for corporate renters.

• Contract Status
  Filter by Active, Expired, or Upcoming contracts to manage renewals and vacancies.

• Contract Start / End Date Range
  Identify contracts expiring within a certain period for proactive follow-up.

• Company / Business Entity
  Useful for organizations managing multiple portfolios or legal entities.

These filters help managers quickly extract relevant information without reviewing all contracts.

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5. How to Interpret the Results for Business Decisions

• High number of expiring contracts soon
  Indicates the need for immediate renewal discussions or marketing efforts to avoid vacancies.

• Multiple renters in the same property
  Helps assess property utilization and tenant mix.

• Low rent values compared to similar units
  Signals potential opportunities for rent adjustment during renewal.

• Long-term renters
  Highlight stable tenants who may be suitable for loyalty incentives or long-term agreements.

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6. Common Use Cases and Scenarios

• Renewal Management
  Property managers review upcoming expiries and schedule tenant communications.

• Occupancy Analysis
  Management evaluates how well properties are occupied and identifies underutilized assets.

• Revenue Planning
  Finance teams use rent values and contract timelines to forecast rental income.

• Tenant Relationship Management
  Helps track renter history and support informed negotiations.

• Audit and Compliance
  Provides a clear record of who occupied which property and when.

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Summary

The Renters report in Dafater Property Management is a practical, decision-support tool that helps businesses manage tenants, protect rental income, and plan ahead. By offering clear visibility into renter contracts and timelines, it enables proactive property management and stronger financial control.

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Report Information

• Module: Dafater Property Management
• Related DocType: Rent Contract
• Report Type: Script Report
• Standard: Yes