Reports turns your leasing activity into reports you can read, download and send. This guide is for property managers.
What is in Reports
Click Reports in the left menu. Across the top you will see these tabs:
Dashboard: your key reports as cards on one screen.
Reports: the full list of your reports. Create or open a report here.
Owner Reports: reports sent to your property owners.
Scheduled Reports: every report that is set to send by email.
Dashboard
The Dashboard shows your most important reports as cards. Examples are Lead to Booking Conversion, Tours by Marketing Source and No-shows by Property.
Open the Dashboard tab.
Use the date menu, for example Last 30 days, to change the period.
Click View Report on a card to open the full report.
Click Unpin to remove a card from the Dashboard.
Click Get this dashboard on email to receive the whole Dashboard on a schedule.
Reports
The Reports tab lists every report with its type, when it was last edited and whether it is scheduled.
Open a report
Open the Reports tab.
Use All types or Filters to narrow the list.
Click the report's name to open it.
Create a new report
Click New report.
Choose Custom report to build your own, or pick a template.
Adjust the columns, filters and date range.
Save the report. It now appears in your list.
Some of the templates you can start from:
Lead Funnel: how leads moved through each unit, from new leads to tours booked.
Tours by Marketing Source: where your leads come from.
Conversion by Marketing Source: new leads and tours booked per source, with the booking rate.
Tour Feedback: star ratings and comments from your showings.
Individual Lead: one row per lead, with contact details and tours booked.
Tour Overview: one row per booked tour, with the lead and their contact details.
Owner Reports
Owner reports are sent to each property owner's own email. An owner appears here once they are added to their property. If an owner is missing, add them on the Properties page first.
Open the Owner Reports tab and click New Owner Report. The form has four steps.
Step 1: Scope
Choose Every property owner or Selected owners.
Every property is checked for each owner. Uncheck any property you do not want included.
Click Next.
Step 2: Columns
Recommended columns are already checked.
Turn columns on or off. They are grouped under Property, Leads, Tours, Showing Method, Feedback and Booking Channel.
Click Reset to recommended to go back to the default columns.
Click Next.
Step 3: Delivery
Choose the send mode. One consolidated email per owner sends each owner one email for all their selected properties. Split: one email per property sends a separate email for each property.
Choose the frequency: Daily, Weekly, Biweekly, Monthly, Quarterly or Yearly.
Choose the day and the time. Reports are sent in the property's local time, or Pacific Time if none is set.
Add a comment if you like.
Click Next.
Step 4: Confirm
Check your choices before you create the reports.
Scheduled Reports
This tab shows every report that is set to send by email.
Open the Scheduled Reports tab.
Read the counts at the top: Active, Sending soon and Paused.
Use Filters to show active or paused schedules.
Check each row for the recipient, the frequency, the next send and the last send.
If something in a report does not look right, ask our assistant to speak to a human and our team will help.