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Automate Reporting from Your PMS

Use the Report Scheduler in your PMS to automate KPI and occupancy reporting and deliver reports on a recurring schedule.

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Access the Report Scheduler

Step 1: Log in to Your PMS

1. Navigate to your PMS portal
2. Log in to your account </aside>

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Step 2: Open Business Intelligence

• Select Business Intelligence from the main menu </aside>

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Step 3: Open Report Scheduler

1. Select the Report Scheduler tab from the dashboard menu
2. The Report Scheduler page opens </aside>

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Step 4: Create a New Schedule

1. Select the Schedules tab
2. Click Create a new schedule

The scheduling wizard opens.

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Selecting and Configuring a Report

Step 5: Select the Report Type

1. Open the Scorecard Report dropdown
2. Select one of the following:
   • KPI Scorecard Report
   • KPI Scorecard Report_Tags </aside>

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Step 6: Name the Schedule

• Enter a name in the Schedule Name field </aside>

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Step 7: Select Properties

1. Click Select Properties… under the Property Name section

1. The Property Picker opens
2. Select the checkbox next to each property you want included
3. Click Apply

The Property Picker closes.

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Step 8: Select Report Tags

1. Click Select Tags
2. The Select Tags window opens
3. Verify the following tags are selected (if applicable):

• Resident Code
• Unit Number
• Head of Household (True/False or Yes/No)
• First Name
• Last Name
• Email Address
• Mobile Number
• Status (Future, Current, Notice, etc.)
• Start Date (Move-In Date)
• End Date (Move-Out Date)
• Sign Date
• Lease Term (6 months / 12 months)

1. Click Apply

The Select Tags window closes.

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Step 9: Verify Report Options

• Confirm Total Units is enabled under the Operational section

  

• Scroll to Choose Report Format

• Verify EXCEL is selected

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Step 10: Continue

• Click Next to proceed to the Frequency and Recipients page

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Configure Report Frequency and Recipients

Step 11: Set Report Frequency

1. Select how often the report should run
2. Choose Daily

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