Merlin Reports allow you to build customizable reports using the information available throughout your PropertyBoss database. You can decide which information appears, which records are included, how results are filtered, grouped, and sorted, and whether a saved report is private or available to other PropertyBoss users. Merlin reporting is available in several areas of PropertyBoss, including RentRoll Navigator, Transaction Search, Work Orders, Prospects, Residents and Contacts, Vendors, Collections, Inspections, and Applicant Screening. The available fields and actions vary depending on the Merlin you are using.
Merlin Reports Webinar
Learn how to build and use Merlin Reports to find information, create reusable reports, research transactions, communicate with residents, and perform certain bulk actions in PropertyBoss. Topics include:
- Choosing the correct Merlin for the information you need
- Adding and removing report fields
- Filtering, sorting, and grouping results
- Creating reusable reports that request values when run
- Saving reports as public or private
- Setting a preferred report as your default
- Building lease expiration and transaction research reports
- Printing and exporting reports
- Selecting multiple records and performing bulk actions
- Using Custom Detail Fields in Merlin Reports
- Creating Work Order priority reports
- Following best practices for report building and mass changes
Click here to watch the Merlin Reports Webinar.
Recorded: October 27, 2026
Download the Merlin Reports Guide
Prefer written instructions or need a reference while building reports in PropertyBoss? Download the Merlin Reports Guide attached to this article for detailed instructions, report examples, filtering guidance, important warnings, best practices, and quick reference information.