The Security Deposit Report breaks down security deposits by type and status for each booking, so you can instantly see what's been collected, held, or released without digging through individual bookings.
Create your Security Deposit detail report by navigating to Reports > Detail Reports > Security Deposits, selecting the following options, and clicking Run Report.
- Properties (Active and/or Disabled)
- Date range
- Property Tags
- Listing Sites
- Type ( e.g., Hold, Refundable)
- Reserved Amount minimum and maximum
- Kept Amount minimum and maximum
- Period Filter (e.g., Use security deposit reserved date (default), Use departure date, Use booked date)
- Group by (e.g., None (default), Listing Site, Month, Owner, Property, Property Status (Active/Disabled), Quarter, Week, Year)
- Status (e.g., Collected, Fully Released, Partially Released, Pending)
Users can choose to Print or Export (and save) the completed Bookings Summary Report. See the Security Deposit Detail Report PDF Example.