How do I set up an occupancy report using Yardi Voyager?
Creating occupancy reports
- Navigate to the Yardi Voyager portal and log in to your account.
The Yardi Voyager dashboard appears.
- Navigate to your Residential Reports page.
Important: Depending on your role and how Voyager is set up, the Residential page may be located under a different path. Refer to the paths below for more information.
PM Role: Analytics > Operation > Residential/Property
Accounting Role: Analytics > Residential > Residential
The Residential Reports page appears.
- Configure your report.
- Select the Property field and then select which property you would like to create a report for.
- Select the Date field and then select the date range you would like data for.
- Select Unit Availability from the Report Type dropdown.
- Select Property from the Summarize By dropdown.
- Select Display to preview your report data and then select Excel to export your data.
Your occupancy report is created and downloads to your device.
- Navigate to your newly generated Excel file and open it.
- Delete all outputs columns except for the Occupancy and Leased Percentage columns.
- Save your changes.
Your occupancy report is finalized.
Automating occupancy reports
- Locate and select Report Scheduler in the left navigation.
The Report Scheduler page appears.
- Locate and create a Report Packet for Apartments.com.
- Locate and set up a Distribution Member.
- Locate and create a Report Scheduler Event.
- Check and enable the Email Address option under the Destination section.
- Enter aptsdatapartnerships@costar.com in the Email Address field.
- Select the Dates button.
The Scheduler Events Dates page appears.
- Enter the dates and times when you want reports to be sent to Apartments.com.
- Select Save.
Your occupancy report automation is enabled. Reports are delivered to Apartments.com on the dates and times you selected.