How do I export a report from Rent Manager?

Run the report, then use the export option on the report screen. Choose CSV where offered for files going into another system, and Excel or PDF for your records.

Why can't I see a report in Rent Manager?

Ask your Rent Manager administrator whether your user has access to that report, and to add it if not.

Do I need to move custom fields from Rent Manager?

Export them with your reports and keep them in your archive. Bring over only what you still use to run the property.

How to Switch From Rent Manager: Export Guide

Rent Manager has a large report library, and reports can be exported to Excel or CSV from the report screen. Export the rent roll, tenant ledgers, deposits and general ledger as of a month end, load the current rent roll into DoorKeeping, and keep the old files for your records.

How to export reports from Rent Manager

Run each report as of your cutover date, then use the export option on the report screen. Pick CSV where it is offered when the file is going into another system, and Excel or PDF for files you keep. Rent Manager's knowledge base has an article on exporting reports to CSV and Excel; if a report you need does not appear in your list, ask your Rent Manager administrator to give your user access to it.

Rent Manager's website says its library has more than 450 reports. Its 2025 feature update says Excel exports now give cleaner data with no extra headers or columns. Rent Manager is also highly configurable, so your company may have custom reports and user-defined fields. Look for those first, because they often hold the data you care about.

What to export

What you need	Look for in the Reports list	Format
Units, tenants, rent and lease dates	Rent roll or tenant list reports	CSV
Balances owed on the cutover date	Tenant ledger or aged receivables, as of the date	CSV and PDF
Deposits held	Security deposit report	CSV
General ledger, profit and loss, by property	Accounting reports, each year	Excel and PDF
Vendors and 1099 totals	Vendor list and 1099 report	CSV
Documents and photos	Attachments on tenants, units and work orders	Download separately

Report titles vary between Rent Manager versions and company setups. Treat this list as what to look for, not exact names.

How long it takes

Because Rent Manager setups vary, the length depends on how many custom fields and recurring charges you use. A small portfolio can export in a day, with a few more days to import and check. If you have many properties or custom charge types, give yourself a month.

Cutover: month end, deposits and recurring charges

Choose a month end and close that month.
Export the reports as of that date, in CSV for loading and PDF for your files.
Make a list of every recurring charge type used in Rent Manager and check each tenant's monthly total against the lease.
Import the rent roll and compare units, rent, deposits and balances to the exports.
Tell tenants the new way to pay, and stop posting charges in Rent Manager.

Example a made-up 30 unit portfolio exports a rent roll showing $36,000 in monthly rent and a deposit report showing $39,500 held. After the import, both totals must match to the dollar. A $50 difference usually means one unit has a charge that was not exported.

What to tell tenants

One notice, sent after the numbers match: the date, the new way to pay, that the lease is unchanged, and your contact details. If tenants used a Rent Manager online portal, tell them it stops on the cutover date. Add a reminder a few days before the first rent date.

Contract and cancellation

Rent Manager does not publish its cancellation terms on a public page that this guide could cite, so check your own agreement or order form for the term, notice period and what happens to your data. Ask your Rent Manager contact in writing what you will be able to access, and for how long, after the contract ends.

How DoorKeeping handles it

Export the rent roll as CSV, remove blank and total rows, and keep one row per unit before you import it.

In DoorKeeping you add each property with the LLC that owns it, import your rent roll from a CSV or XLSX file, and confirm the units, tenants and leases it reads. Each property has its own books, and tenants keep paying your own bank, by bank transfer or Zelle where your bank supports it, with a memo like 12B SMITH and an exact amount with its own cents. The price is $2 per unit per month with every feature included, no setup cost and no minimum. The general version of this plan is in the switching checklist.

Sources

Rent Manager knowledge base, exporting reports to CSV and Excel, read Oct 30, 2026
Rent Manager, ICYMI: 2025 Rent Manager Feature Enhancements, read Oct 30, 2026
Rent Manager, Property Management Software, read Oct 30, 2026

Questions

How do I export a report from Rent Manager?: Run the report, then use the export option on the report screen. Choose CSV where offered for files going into another system, and Excel or PDF for your records.
Why can't I see a report in Rent Manager?: Ask your Rent Manager administrator whether your user has access to that report, and to add it if not.
Do I need to move custom fields from Rent Manager?: Export them with your reports and keep them in your archive. Bring over only what you still use to run the property.