Prebuilt REDA Reports
REDA installs with 68 ready-to-run reports covering every business line — leasing, the billing engine, executive analytics, acquisitions, sales, lending, and property management. You don’t have to build these from scratch: they’re already in your Reports tab, organized into folders. This page is the catalog — what each report answers, so you know which one to open (and which to clone when you want your own variation).
Getting there. Open the App Launcher (the grid icon at the top-left of any page) → REDA → the Reports tab, then open the All Folders view to see the REDA report folders listed below.
Access you’ll need. Report access is granted by your Salesforce administrator, separately from your REDA permission sets — if you can’t see the Reports tab, ask your admin to grant report access. What each report shows is still limited to the records you’re allowed to see.
Access you’ll need. Report access is granted by your Salesforce administrator, separately from your REDA permission sets — if you can’t see the Reports tab, ask your admin to grant report access. What each report shows is still limited to the records you’re allowed to see.
Using REDA Sales Cloud edition? This article shows the Platform edition, where prospects are Inquiry records (the standard Salesforce Lead in Sales Cloud) and leasing promotions are Promotion records (a standard Campaign with the “Leasing Promotion” record type). Everything else — the fields, the steps and the behaviour — is the same unless noted. See REDA editions.
What ships, and where
The reports are grouped into folders by business line. A few conventions to know as you read the catalog:
- “Current FQ” means the report is pre-filtered to the current fiscal quarter — change or remove that filter after cloning if you want a different period.
- Folders ending in “(Sample)” are REDA’s starter set for a business line; the Leasing Admin and Executive Intelligence folders hold the billing-operations and portfolio-analytics reports.
- Some reports power the charts embedded on record pages (for example, the invoice-balance charts on a lease) — don’t delete or rename those.
- To make your own version, clone a report rather than editing the shipped one, so upgrades don’t overwrite your changes.
Looking for accounting reports (AR aging, AP, general ledger, tax)? Those ship with REDA Financials in its own folders and are covered in the REDA Financials help center — they’re not listed here.
Leasing (15)
Day-to-day leasing pipeline, tickets, and inquiries — most filtered to the current fiscal quarter (FQ). Folder: REDA - Leasing (Sample).
| Report | What it shows |
|---|---|
| All Leasable Properties | Shows all Properties which can be leased. This report ignores properties with leasing status "Vacant - Admin" and lessing status blank values. |
| Approved Leasing Opps Current FQ | Lists all "Approved" leasing opportunities in current quarter. |
| Eviction Tickets - Current FQ | Lists all "Eviction" tickets for current FQ. |
| Lease Agreements Signed - Current FQ | Lists all "Lease Agreement" tickets for current FQ. |
| Leasing Opportunities By Rep Current FQ | Lists all leasing opportunities created in current quarter. Data is grouped by Opportunities Owner. |
| Leasing Opportunities Current FQ | Lists all leasing opportunities created in current quarter. |
| Move In Tickets - Current FQ | Lists all "Move In" tickets for current FQ. |
| Move Out Tickets - Current FQ | Lists all "Move Out" tickets for current FQ. |
| New Leasing Inquiries - Current FQ | Shows new leasing Inquiries created in current FQ. |
| New Leasing Inquiries By Date-Current FQ | Shows new leasing Inquiries created in current FQ. |
| Properties Available for Leasing | Shows all Properties Available for Leasing. |
| Properties with Completed Showings - FQ | Lists all showing events completed for properties for current FQ. |
| Properties with Showings - Current FQ | Lists all showing events scheduled/completed for properties for current FQ. |
| Renewal Tickets - Current FQ | Lists all "Renewal" tickets for current FQ. |
| Termination Tickets - Current FQ | Lists all "Termination" tickets for current FQ. |
Leasing — Billing & Admin (10)
The billing engine’s working reports: recurring-charge rolls, late-fee runs, MTM charges, income forecasts, and delayed move-outs. Folder: REDA - Leasing Admin.
| Report | What it shows |
|---|---|
| Daily Roll - Leasing Recurring | Shows all recurring charges against leasing opportunities filtered by the next run scheduled date. Used by the admin interface for processing leasing recurring charges manually. DO NOT EDIT THE FILTERS OF THIS REPORT. |
| Income Forecast By Periods | Looks in to Straight-line schedules for leasing opportunities and provides a income forecast. This report can be sliced by portfolio type, parent property, region or neighborhoods. |
| Leasing Opportunities - Delayed Move Out | Shows leasing opportunities where the opportunity is still active after the move-out date. Used in the admin interface for executing system jobs manually. DO NOT CHANGE THE FILTERS OF THIS REPORT. |
| Monthly Late Fee Calculation | Shows all opp invoices due for late fee billing as per provided date. Used in the admin interface for executing system jobs manually. DO NOT CHANGE THE FILTERS OF THIS REPORT. |
| Monthly Roll - Leasing Recurring Charges | Shows all recurring charges against leasing opportunities filtered by the next run scheduled date. Used by the admin interface for processing leasing recurring charges manually. DO NOT EDIT THE FILTERS OF THIS REPORT. |
| MTM Leasing Opps with Recurring Monthly | Shows leasing opportunities flagged for generating MTM ( Month to Month) charges based on the provided date. Used in the admin interface for executing system jobs manually. DO NOT CHANGE REPORT FILTERS. |
| MTM Leasing Opps with Recurring Per Day | Shows leasing opportunities flagged for generating MTM ( Month to Month) charges based on the provided date. Used in the admin interface for executing system jobs manually. DO NOT CHANGE REPORT FILTERS. |
| Per Day Late Fee Calculation | Shows all opp invoices due for late fee billing as per provided date. Used in the admin interface for executing system jobs manually. DO NOT CHANGE THE FILTERS OF THIS REPORT. |
| Property Booking Slots | Shows property booking slots. The property-booking feature reads this report to know which slots are available — don't delete or rename it, or the booking calendar stops working. |
| Weekly Roll - Leasing Recurring | Shows all recurring charges against leasing opportunities filtered by the next run scheduled date. Used by the admin interface for processing leasing recurring charges manually. DO NOT EDIT THE FILTERS OF THIS REPORT. |
Executive Intelligence (7)
Portfolio-level analytics: occupancy, yield, straight-line (GAAP) rent, outstanding receivables, and billing-variance controls. Folder: REDA - Executive Intelligence (Leasing).
| Report | What it shows |
|---|---|
| Executive Occupancy & Yield Analysis | A high-level view of portfolio yield and operational efficiency. It provides a linearized view of rent across active lease contracts to highlight economic occupancy trends and billing variances etc. |
| Leasing - Straight Line Analysis | An executive summary of occupancy trends and GAAP-compliant rent schedules. This report tracks active lease performance by region and property type to drive financial forecasting and identify revenue leakage. |
| Leasing Opportunities With Outstanding | A summary of outstanding receivables across the leasing portfolio. It identifies high-balance accounts and aging debt, allowing leadership to assess the impact of unpaid invoices on the property's overall cash flow. |
| Ongoing Evictions | Lists all open "Eviction" tickets. |
| Scheduled Move In Tickets | Lists all "Move Out" tickets scheduled for future. |
| Scheduled Move Out Tickets | Lists all "Move Out" tickets scheduled in future. |
| Unreconciled Billing Variances | A control report highlighting financial variances that have not yet been verified by property management. This serves as the primary 'Exceptions List' to ensure revenue integrity and accuracy across the portfolio. |
Acquisitions (9)
The buy-side pipeline — acquisition opportunities, purchase-agreement tickets, and properties added. Folder: REDA - Acquisition (Sample).
| Report | What it shows |
|---|---|
| Acq Agreements In Process - Current FQ | Lists all "Acquisition Purchase Agreement" tickets 'In Process' for current FQ. |
| Acq Agreements Signed - Current FQ | Lists all "Acquisition Purchase Agreement" tickets for current FQ. |
| Acquisition Opportunities Current FQ | Lists all acquisition opportunities created in current quarter. |
| Acquisition Opps By Exit Strategy | Lists all acquisition opportunities created in current quarter. Data is grouped by Exit Strategy. |
| Acquisition Opps By Rep Current FQ | Lists all acquisition opportunities created in current quarter. Data is grouped by Opportunities Owner. |
| Approved Acquisition Opps Current FQ | Lists all "Approved" acquisition opportunities in current quarter. |
| Debt Summary for Acquisition | — |
| New Acquisition Inquiries | Shows new acquisition Inquiries created in current FQ. |
| Properties Added - Current FQ | Lists all Properties Acquired in current quarter. |
Property Sales (6)
The sell-side pipeline — sale opportunities, sales-agreement tickets, and sale inquiries. Folder: REDA - Sales (Sample).
| Report | What it shows |
|---|---|
| Approved Sales Opps Current FQ | Lists all "Approved" property sales opportunities in current quarter. |
| New Sales Inquiries - Current FQ | Shows new property sales Inquiries created in current FQ. |
| Sales Agreement Tickets - Current FQ | Lists all "Purchase and Sales Agreement" tickets for current FQ. |
| Sales Agreements Signed - Current FQ | Lists all "Purchase and Sales Agreement" tickets signed for current FQ. |
| Sales Opportunities Current FQ | Lists all property sale opportunities created in current quarter. |
| Sales Opps By Rep Current FQ | Lists all property sales opportunities created in current quarter. Data is grouped by Opportunities Owner. |
Lending (7)
Loan opportunities, disbursement and payoff tickets, settlement charges, and outstanding-debt summaries. Folder: REDA - Lending (Sample).
| Report | What it shows |
|---|---|
| Lending Opportunities By Rep Current FQ | Lists all lending opportunities created in current quarter. Data is grouped by Opportunities Owner. |
| Loan Disbursements - Current FQ | Lists all "Loan Disbursement" tickets for current FQ. |
| Loan Payoff - Current FQ | Lists all "Loan Payoff" tickets for current FQ. |
| New Lending Inquiries - Current FQ | Shows new lending Inquiries created in current FQ. |
| Opportunities with Settlement Charges | Lists all lending opportunities and their settlement charges. |
| Outstanding Debt Summary | Lists all lending opportunities which are outstanding for payments and open. |
| Outstanding Debt Summary - Current FQ | Lists all lending opportunities which are outstanding for payments and open in the current Quarter. |
Property Management (6)
Third-party management: PM opportunities, PMA tickets, and properties brought under management. Folder: REDA - PM (Sample).
| Report | What it shows |
|---|---|
| Approved PM Opps Current FQ | Lists all "Approved" Property Management opportunities in current quarter. |
| New PM Inquiries - Current FQ | Shows new property management Inquiries created in current FQ. |
| PMA Tickets - Current FQ | Lists all "PMA" tickets for current FQ. |
| PMA Tickets Signed - Current FQ | Lists all "PMA" tickets signed for current FQ. |
| Properties Added - Current FQ | Lists all Properties for PMA in current quarter. |
| Total Properties Added | Lists all Properties for PMA. |
Properties (4)
Building occupancy by floor and area, and rent-card (Rent Charge Setup) history trends. Folder: Property Reports.
| Report | What it shows |
|---|---|
| Building Occupancy by Floor | To view the occupancy status of units under parent properties by floor and unit type. |
| Building Occupancy by Floor & Area | To view the occupancy status of units under parent properties by floor and area. |
| Rent Charge Setup History ( New ) | Shows trend for increasing/decreasing new lease base rent amount by rent charge term setup. |
| Rent Charge Setup History (Renewal) | Shows trend for increasing/decreasing renewal lease base rent amount by rent charge term setup. |
Promotions (3)
Promotion usage, performance trend, and stats against the inquiries they attracted. Folder: Leasing Promotions.
| Report | What it shows |
|---|---|
| Leasing Promotion - Usage Summary | Shows the application of leasing promotions campaigns by application date. |
| Promotion Performance Trend | Shows promotion trend based on related inquiries. |
| Promotion Stats with Inquiries | Shows promotion stats based on related inquiries status. |
Invoices (1)
The invoice report behind the balance charts on the lease record page. Folder: Invoices Report.
| Report | What it shows |
|---|---|
| Opp Invoices By Opportunity | Shows invoices grouped by opportunity. This is the report behind the invoice-balance charts on the lease (Leasing Opportunity) record page — don't delete or rename it. |
Where to go next
- Building Your Own Reports — start from a REDA report type when no prebuilt report fits.
- REDA Report Types to Start From — the joined objects behind custom reports.
- REDA Dashboards — the packaged dashboards these reports feed.
- Subscribing to & Scheduling Reports — get any of these in your inbox on a schedule.
Frequently asked questions
Clone it first, then edit the copy. Editing the shipped report risks your changes being overwritten when REDA is upgraded, and some reports feed on-page charts — changing them can break those charts.
Two common reasons: the report is filtered to the current fiscal quarter and there’s no matching data yet, or your record access doesn’t include the records it would show. Reports always respect what you’re allowed to see.
AR aging, AP, general ledger and tax reports ship with REDA Financials in its own folders — see the REDA Financials help center. This catalog covers the property-operations reports only.
Report access is granted by your administrator, separately from your REDA permission sets. Ask your admin to grant you report access.
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