How do I automate occupancy reporting using RealPage?
Accessing Report Scheduler
- Navigate to the RealPage portal and log in to your account.
The RealPage Unified Platform dashboard opens.
- Select the Business Intelligence placard.
The Business Intelligence dashboard opens.
- Select the Report Scheduler tab in the dashboard menu.
The Report Scheduler page opens.
- Select the Schedules tab.
- Select the Create a new schedule button.
A scheduling wizard opens.
Creating a new schedule
Selecting and configuring a report
- Select the Scorecard Report dropdown and then select KPI Scorecard Report_Tags.
- Enter a name for your schedule in the Schedule Name field.
- Select the Select Properties ... button under the Property Name section.
The Property Picker opens.
- Select and enable the checkbox by the properties you want to automate occupancy reporting for.
- Select Apply when you are finished selecting properties.
The Property Picker closes.
- Select the Select Tags button.
The Select Tags window opens.
- Verify that the following tags are selected and enabled:
- Address
- County Name
- External Property ID
- Property Class in Market
- Property Class in Submarket
- Property Date
- Property Name
- Property Size
- State
- Total Units
- Zip Code
- Select Apply at the bottom of the window when you are finished selecting your tags.
The Select Tags window closes.
- Verify that the Total Units and Occupancy checkboxes under the Operational section are enabled.
- Navigate to the Choose Report Format section at the bottom of the scheduling wizard and verify that the EXCEL checkbox is enabled.
- Select Next.
The wizard continues to the Frequency and Recipients page.
Configuring report frequency and recipients
- Select how often you would prefer reports to be delivered.
- Select a reporting start date and end date.
- Locate the Recipients section and select Send report as direct download link - anyone with link may access the report.
- Enter the emails of report recipients.
- Select Next.
The wizard continues to a confirmation page.
- Review your configurations and select Save Schedule at the bottom of the window when you are done.
Your report is saved and scheduled.