Custom Reports

Custom Reports

When the standard reports do not cover your needs, build a custom report with exactly the data you want.

Creating a Custom Report

1. Go to Reports > Custom.
2. Click New Report.
3. Configure the report:
   • Name — Give your report a descriptive title.
   • Data Source — Choose from payments, expenses, leases, properties, or maintenance.
   • Date Range — Select the time period.
   • Properties — All or specific properties.
   • Columns — Select which data fields to include.
   • Group By — Optionally group by property, month, category, or tenant.
   • Sort — Choose the sort order.
4. Click Generate.

Saving Reports

After generating a custom report, click Save Report to keep the configuration. Saved reports appear in your Reports > Saved list and can be re-run at any time with updated data.

Sharing

Click Share to send a report link to team members. They can view the report with the latest data each time they open the link.

Templates

Latch provides several report templates to get you started:

• Vacancy Report, Lease Expiry Report, Contractor Spend Report, Maintenance Summary.

Tip: Save custom reports that you run regularly and use the scheduling feature to receive them automatically by email.