Reports
Learn how to create, filter, review and export reports using the property, tenancy, compliance, maintenance and financial information recorded in your Estavo account.
Understand how Estavo reports work
Start with the reports overview to understand available report types, date ranges, filters, data sources and how report results are generated from your account records.
Turn account records into useful reports
Use these guides to select the correct report, apply filters, review missing data and export the results for further use.
Reports overview
Review available report types, data sources, filters, date ranges and export options.
› 02Create a property report
Review portfolio properties, occupancy, ownership, status and key recorded information.
› 03Create a tenancy report
Review current, upcoming and historical tenancies, tenants, dates and recorded rent details.
› 04Create a compliance report
Review recorded compliance items, expiry dates, missing documents and upcoming renewals.
› 05Create a maintenance report
Review open, completed and overdue maintenance records, priorities, costs and property connections.
› 06Create a rent and financial report
Review recorded rent, income, expenses, arrears and property-level financial activity.
› 07Apply report filters
Narrow report results by property, tenant, status, date range and other available criteria.
› 08Export or download a report
Review report results and export the available data in a supported format.
› 09Review missing or incomplete report data
Identify why records are missing from a report and correct incomplete source information.
›Report areas available in Estavo
The report results reflect the records currently stored in your Estavo account. Available fields and report options may vary by report type and account access.
Properties
Review portfolio records, occupancy, status and key property details.
Tenancies
Review tenants, tenancy dates, status and recorded rent arrangements.
Compliance
Review recorded certificates, expiry dates and missing compliance information.
Maintenance
Review repairs, priorities, statuses, contractors and recorded costs.
Financials
Review recorded rent, income, expenses, arrears and property performance.
Create reports from accurate source records
Select the report, apply the relevant scope and filters, review the output and correct the original records where information is missing or inaccurate.
Select
Choose the property, tenancy, compliance, maintenance or financial report.
Filter
Set the date range, properties, statuses and other available criteria.
Generate
Create the report using the records stored in the account.
Review
Check totals, dates, missing records and unexpected results.
Export
Download the supported report output where required.
Reports depend on the information recorded in Estavo
A report can only use the properties, tenants, tenancies, transactions, compliance items, maintenance records and documents available in your account. Missing, duplicated or incorrectly dated source records can affect the output.
Review source records first
Correct the underlying property, tenancy, compliance, maintenance or financial record rather than editing an exported report as the only correction.
Check the date range
A missing record may fall outside the selected period or use a different recorded transaction, tenancy or expiry date.
Review filters carefully
Property, status, tenant and category filters can exclude valid records when they are applied too narrowly.
Reports do not replace professional advice
Estavo reports organise the information entered into your account. They do not independently verify the data and do not replace legal, compliance, accounting, tax, valuation or financial advice.
Need help with an Estavo report?
Review the report filters and the original source records first. Contact support where records are complete but the report remains unavailable, incomplete or does not generate as expected.