How do I schedule a Box Score Report using Entrata?

  1. Navigate to Entrata and log into your account.

The Entrata Dashboard opens.

Creating a report instance

Important: Creating a report instance is required to schedule a Box Score Report. Verify you have permission to create report instances before starting this process.

  1. Navigate to Data & Reports > Library.
  2. Locate the Keywords field and enter Box Score.
  3. Select the drop-down next to Generate Reports and then select Create Instance.

An Instance Setup pop-up window opens automatically.

  1. Select the Details tab and enter a unique Instance Name ( Box Score, for example).
  2. Select the most recent Version of the report.

Note: If you want your instance to stay updated when new versions become available, toggle Auto Update to Yes.

  1. Enter a report description and select a location from the Add Instances To drop-down.
  2. In the Permissions field, select Company Group and Company User to expand the lists of all groups and users associated with your company. Select a group or user to give them permission to view this instance.
  3. Select the Filters tab.
  4. Toggle Show Configuration Filters on Report Instance to Yes.
  5. Filter by Property and choose the Current Calendar Month for the period.
  6. After adjusting your filters, select the Display Options tab and edit the report columns as needed.

  1. After editing the report columns, select Preview Report. The Instance Setup window closes, and your new report instance generates in the Create Report Instance window.
  2. Select Save Instance in the top-right corner of the window. The Create Report Instance window closes, and your instance is saved to the Company Reports page.

Scheduling a Box Score Report

  1. Navigate to Data & Reports > Schedules.
  2. Select Add Schedule in the top right corner of the Scheduled Reports page. The Add Report Schedule window opens.
  3. Enter your report name in the Report field. Select the report you created when it appears in the drop-down menu.
  4. Set your report delivery preferences in the Deliver Report, Every, and Start On fields.

  1. Select the checkbox next to all Entrata users or groups who need access to the report in the Recipients (Entrata User) field.
  2. Enter the email address of each report recipient who isn't an Entrata user in the Recipients (Email Address) field.

  1. Select XLS Attachment and verify that the Attach XLS and Include Formulas toggles are enabled.
  2. Select Save.

Your Box Score Report is scheduled.

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