SmartHelping / Monthly Reporting / Excel
Lease & Tenant Management
Keep tenant and unit data organized, compare rent collected with rent due and review vacancies, renewals and open issues in a printable monthly report. Includes Excel and Google Sheets versions.
Immediate download after purchase. By purchasing, you agree to the Terms of Service.
See the template in action
Turn tenant data into a clear monthly report.
Watch the walkthrough to review the tenant inputs and reporting dashboard. Open the screenshots below for a closer look at the template.
What the dashboard displays
15 metrics covering tenants, rent and property operations.
Enter and maintain your tenant and unit data to generate a monthly view of occupancy, collections, lease timing and current issues.
Units, tenants and vacancy
See total units / rooms available, active tenants, total vacant units and vacancy rate in the reporting dashboard.
Rent due, rent paid and variance
Compare total monthly rent due with monthly rent paid and variance from total due. Use the report to review actual collections each month.
Delinquencies and unpaid rent
Review total delinquent units, total unpaid rent and the average past due amount per unit to identify where follow-up is needed.
Pet fees and security deposits
Keep total pet fees and total security deposits visible alongside the other monthly tenant-management metrics.
Lease renewals and terms
See lease renewals in next 30 days and the average lease term (months) to support planning for upcoming renewals.
Maintenance and tenant disputes
Review current maintenance issues and current tenant disputes as part of the same reporting process.
Excel, Google Sheets and printable reports
A monthly view you can review, filter and print.
The template brings your entered tenant data into an automatically generated report dashboard. Keep the underlying rows current so the report reflects the latest information.
Excel template
Download the workbook immediately after purchase, enter your tenant and unit information and use the dashboard to review vacancies, rent collections and other key metrics.
Google Sheets version included
The purchase also includes access to a Google Sheets version with advanced filtering functionality. Access details are included in the downloaded file.
Landscape monthly reports
The Excel report dashboard is formatted for landscape printing, giving you a monthly summary to review or share with property owners and other stakeholders.
How to use the template
Maintain the data, then review the monthly picture.
Enter tenant and unit data
Load the information for your tenants and units into the template so the dashboard can summarize the current position.
Keep each row up to date
Update the relevant row as tenant, lease or unit information changes, including the data used for vacancy, renewal and issue reporting.
Track monthly rent collected
Record actual rent collected each month and compare the amount paid with total rent due, including unpaid rent and delinquent units.
Review and print the dashboard
Check occupancy, rent, deposits, fees, lease timing and current issues. Use the landscape report for monthly reviews and owner updates.
Who this template is for
For owners and managers maintaining tenant records.
Landlords and rental property owners
Keep a consistent view of tenants, vacancies, rent due and actual collections, with lease renewals and current issues available in the same monthly report.
Property managers and reporting teams
Use the dashboard to organize monthly reviews, prioritize rent and maintenance follow-up and communicate the current position to owners or stakeholders.
Also available in these bundles
Need tools for more of your real estate work?
This template is included in the Real Estate Models bundle and the Super Smart Bundle.
Questions before you buy
A few useful details.
Does the purchase include both Excel and Google Sheets?
Yes. The template is available as an Excel download, and access to the Google Sheets version is included in the downloaded file. The Google Sheets version includes advanced filtering functionality.
How do I keep the report up to date?
Enter the data for your tenants and units, then update the relevant rows as information changes. The report dashboard is generated from the data you maintain in the template.
Can I compare rent collected with rent due?
Yes. Track actual rent collected each month and review monthly rent paid, total monthly rent due and the variance, along with delinquent units and unpaid rent.
Does the dashboard show upcoming lease renewals?
Yes. It shows lease renewals in the next 30 days and the average lease term in months, alongside occupancy, rent and other tenant-management metrics.
Can I print the monthly report?
Yes. The Excel dashboard is formatted for landscape printing so you can use it as a monthly tenant-management report.
Keep the monthly tenant picture organized
Bring rent, occupancy and lease details into one report.
Get the Lease and Tenant Management Template for $45, including the Excel workbook and access to the Google Sheets version with advanced filtering.