> ## Documentation Index
> Fetch the complete documentation index at: https://docs.yorlet.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Templates

> Start from starter queries for portfolio, billing, leasing, owners, finance, and maintenance.

Templates are starter queries for reports people run often. Clicking one fills the editor — it does not run until you click **Run**.

To use a template, follow these steps:

1. Open [Prism](https://dashboard.yorlet.com/prism).
2. Open the **Templates** tab in the side panel.
3. Search by name, or browse a section.
4. Click the template.
5. Click **Run**.

You can edit the SQL after it lands in the editor, then [save](/prism/save-and-schedule) your version.

## Portfolio

* **Rent roll** — Active and pending tenancies with monthly rent, building, and unit.
* **MRR by building** — Normalised monthly rent of active tenancies grouped by building.
* **Vacant units** — Units marked available, with building, bedrooms, and default rent.
* **Occupancy by building** — Unit counts by occupancy status for each building.
* **Tenancies ending soon** — Active tenancies with an end date in the next 90 days.

## Billing

* **Arrears aging** — Open invoices past due, grouped by age bucket.
* **Open invoices** — Open invoices grouped by customer, with remaining balance and oldest due date.
* **Monthly payment volume** — Succeeded payments by month, with total amount and count.
* **Failed payments** — Payments that did not succeed in the last 90 days, with customer and invoice.

## Leasing

* **Application funnel** — Open applications by current pipeline step.
* **New lets vs renewals** — Tenancies created in the last 12 months, split by application type.
* **Open pipeline by building** — Open applications counted by building and current pipeline step.

## Owners

* **Owner payouts** — Owner payouts grouped by owner and status.
* **Untransferred charges** — Invoice items with owner or none transfer behaviour, totaled by month.

## Finance

* **Payout reconciliation** — Balance transactions settled onto payouts.
* **Refunds and credit notes** — Refunds and credit notes by month, with count and amount.

## Maintenance

* **Open issues by priority** — Open and in-progress maintenance issues grouped by priority and status.
* **Issues by building** — Maintenance issue counts by building and status.