Reports overview
Understand how Estavo reports are generated from your account records, which report types are available and how filters, dates, permissions and source-data quality affect the results.
Estavo reports organise information already recorded in your account. Reports do not create missing property, tenancy, compliance, maintenance or financial data, and they do not independently verify whether the source records are correct.
How Estavo reports work
Estavo reads your account records
The report uses properties, tenants, tenancies, transactions, compliance items, maintenance records and other information stored in your account.
You select the report scope
Choose the report type, date range, property, status and other available criteria.
Estavo displays matching records
Records that meet the selected report rules and filters appear in the result.
You review and export the result
Check the report for missing, duplicated or unexpected data before using or downloading it.
Where report information is wrong, update the relevant property, tenancy, transaction, compliance or maintenance record so future reports use the corrected data.
Reports available in Estavo
Property reports
Review property records, status, occupancy and portfolio-level information.
Tenancy reports
Review tenancy dates, tenants, status and recorded rent information.
Compliance reports
Review recorded items, expiry dates, renewals and missing documents.
Maintenance reports
Review open, overdue and completed maintenance activity and recorded costs.
Financial reports
Review recorded rent, income, expenses, arrears and property performance.
Understand which records supply report data
Before creating a report
- Confirm the report type matches your purpose.
- Review the required date range.
- Check which properties should be included.
- Review current and historical record statuses.
- Confirm transactions and rent records are up to date.
- Review missing compliance dates.
- Check maintenance records for incomplete statuses.
- Confirm your account has permission to view the data.
- Decide whether the report needs to be exported.
Open the Reports area
Sign in to Estavo
Open your landlord account using your normal sign-in method.
Select Reports
Open Reports from the main account navigation.
Review the available report categories
Select property, tenancy, compliance, maintenance or financial reporting.
Select the correct report type
Portfolio overview
Use a property report to review properties and recorded status across the account.
Tenant and tenancy review
Use a tenancy report to review active, upcoming or historical tenancy records.
Expiry and renewal review
Use a compliance report to review upcoming expiries, missing items and recorded renewals.
Operational and financial review
Use maintenance or financial reports for work activity, rent, income, expenses and arrears.
Review the report date range
- Confirm the start date.
- Review the end date.
- Check whether the report uses transaction, tenancy, expiry or completion dates.
- Review whether historical records should be included.
- Check whether future compliance dates are required.
- Confirm the selected period matches the intended review.
- Use a wider period where expected records are missing.
A financial report may use transaction dates, while a compliance report may use expiry dates and a maintenance report may use reported or completed dates.
Apply report filters
Remove unnecessary filters and use a wider date range before concluding that a record is absent from the report.
Generate the report
Review the selected report
Confirm the report type and available fields.
Set the reporting period
Select the required date range.
Apply the required filters
Select properties, statuses, tenants or categories.
Select Generate Report
Wait for Estavo to create the result from the matching account records.
Review the generated report
Portfolio report
Example report result
- Review the report title.
- Check the reporting period.
- Review the filters applied.
- Check the number of included records.
- Review totals and statuses.
- Look for missing or duplicated rows.
- Check unexpected zero values.
- Open the relevant source record where correction is required.
Review missing or unexpected report data
- Remove restrictive filters.
- Widen the date range.
- Check whether the source record is active or archived.
- Review whether the correct date field is populated.
- Check property and tenancy connections.
- Review missing transaction or compliance fields.
- Confirm the record was saved successfully.
- Regenerate the report after correcting the source record.
Find and correct the existing property, tenancy, transaction, compliance or maintenance record before creating another one.
Understand report permissions
Report visibility
Users may only see reports available to their account role and permissions.
Financial information
Financial reports may require additional access because they contain rent, income and expense data.
Personal information
Tenant reports can contain personal information and should be accessed only where required.
Export permissions
Viewing a report may not automatically permit a user to export or download it.
Export a report where supported
Review the report first
Confirm the date range, filters and visible results.
Select Export or Download
Choose the available export action.
Select the supported format
Choose the format displayed by the report, such as CSV or another available option.
Store the file securely
Review where the downloaded report is saved and who can access it.
Store, share and delete downloaded reports according to your own access-control and data-protection procedures.
Use report information carefully
- Review the report against source records.
- Confirm the date range and filters remain visible.
- Check whether the report includes archived records.
- Review missing or incomplete values.
- Do not assume an empty result proves no relevant record exists.
- Do not treat totals as independently audited.
- Use professional advice where the report affects legal, compliance, accounting or tax decisions.
They do not independently verify your records and do not replace legal, compliance, accounting, tax, financial or valuation advice.
Common reporting problems
The Reports area is unavailable
Check your account permissions and whether reporting is available to your account.
The report returns no records
Remove filters, widen the date range and review the source records.
A property is missing
Check its status, account connection and whether a property filter excludes it.
A tenancy is missing
Review tenancy dates, status, property connection and historical-record filters.
Financial totals look incorrect
Review transactions, dates, categories, duplicates and the selected reporting period.
Compliance dates are missing
Open the source compliance record and confirm issue and expiry dates are saved.
The export button is unavailable
Check your permissions and whether export is supported for the selected report.
The exported file differs from the screen
Confirm the same filters, date range and report generation time were used.
You are ready to create an Estavo report
The next guide explains how to create a property report, review portfolio records and identify incomplete or unexpected property information.
Continue to property reports