---
title: How do I integrate reports from Rent Manager into Covercy?
description: This integration with Rent Manager leverages its reporting capabilities, enabling GP users to directly attach Rent Manager reports to their quarterly deal reports in Covercy.
---

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# How do I integrate reports from Rent Manager into Covercy?

## This integration with Rent Manager leverages its reporting capabilities, enabling GP users to directly attach Rent Manager reports to their quarterly deal reports in Covercy.

### **This feature enables GPs to easily generate key financial reports without switching platforms, ensuring a smooth experience for quarterly reporting.**

### **Integrated reports:**

These are the initial reports we selected based on customer feedback. **If any additional reports are needed, contact your account manager—they can be easily added.**

- **Profit & Loss**: Displays the financial performance of an asset over a specific period.
- **Balance Sheet**: Shows the asset’s financial position, including assets, liabilities, and equity.
- **Cash Flow**: Tracks the cash inflows and outflows for the asset over a period.
- **Rent Roll**: Provides a summary of the rental income and tenant information.

#### **Attaching Rent Manager reports to a Quarterly Report:**

### Prerequisites: Connect Covercy as an Integration in Rent Manager

Before a GP can attach Rent Manager reports to their quarterly reports, they must first connect Covercy as a partner integration in Rent Manager. Instructions on how to do this [here](https://covercy.atlassian.net/wiki/spaces/KB/pages/98467847).

### Once connected: Use the Rent Manager Reporting Within Covercy GP

1. Inside an (Under Management) Asset/Fund → Reports Tab
   
   ![Rent Manager report integration 1](https://help.covercy.com/hs-fs/hubfs/Rent%20Manager%20report%20integration%201.png?width=688&height=400&name=Rent%20Manager%20report%20integration%201.png)

2\. When creating a new report, GP users sees two attachment options:

1. 1. **Upload from your computer:** Allows the GP to upload files directly from their computer.
     2. **\[New\] Import from Manager Report:** Enables the generation and import of reports from Rent Manager.
        
        Select Import from Rent Manager
        
        ![Rent Manager report integration 2](https://help.covercy.com/hs-fs/hubfs/Rent%20Manager%20report%20integration%202.png?width=688&height=397&name=Rent%20Manager%20report%20integration%202.png)

Covercy will initiate a connection with Rent Manager

![Rent Manager report integration 3](https://help.covercy.com/hs-fs/hubfs/Rent%20Manager%20report%20integration%203.png?width=688&height=490&name=Rent%20Manager%20report%20integration%203.png)

A side panel will open, emulating the Rent Manager experience:

![Rent Manager report integration 4](https://help.covercy.com/hs-fs/hubfs/Rent%20Manager%20report%20integration%204.png?width=688&height=419&name=Rent%20Manager%20report%20integration%204.png)

**Set Parameters**: Adjust the time range and property selection. If selecting multiple properties, one report will be generated for all properties. For separate files, create one report at a time.

**Advanced Options**: Refine the report with additional parameters if needed. 

This can be configured once per report, and the preferences will be saved across all holdings.

![Rent Manager report integration 5](https://help.covercy.com/hs-fs/hubfs/Rent%20Manager%20report%20integration%205.png?width=504&height=747&name=Rent%20Manager%20report%20integration%205.png)

**Generate Report**: Once generated, the file will be attached to the quarterly report. You can preview, download, or rename the attachments as needed.

![Rent Manager report integration 6](https://help.covercy.com/hs-fs/hubfs/Rent%20Manager%20report%20integration%206.png?width=688&height=695&name=Rent%20Manager%20report%20integration%206.png)

**Renaming Files**: The three dots menu on the right of the attachment allows you to delete or rename your uploaded files.

![Rent Manager report integration 7](https://help.covercy.com/hs-fs/hubfs/Rent%20Manager%20report%20integration%207.png?width=688&height=347&name=Rent%20Manager%20report%20integration%207.png)

#### Permissions

Access to Rent Manager is restricted to users who have access to all holdings. Users **without** full access to holdings **will not have the option** to attach Rent Manager reports to their high-level Covercy reports.

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