How do I automate occupancy reporting using AppFolio?
Creating an occupancy report
- Navigate to AppFolio and log in to your account.
The AppFolio Dashboard appears.
- Select the Leasing dropdown in the left navigation and then select Metrics.
The Leasing Metrics Dashboard appears.
- Enter and select ALL in the Search dropdown.
Note: Selecting ALL will create an occupancy report for all of your properties. If you only want to create a report for a specific property, search for and select that one instead.
- Set the Start and End Date to yesterday's date and then select Apply Date Range.
- Select the Group By dropdown and then select Property.
Your changes are applied.
- Select search and your occupancy report appears. Select Download/Export as CSV/XSLX to retrieve a one-time report.
Automating occupancy reports
Configuring your report
- Select the Reporting dropdown in the left navigation and then select Reports.
The Reports page appears.
- Search for and open your Occupancy Summary report.
The Customize Report page appears.
- Search for and select which properties you want to include in your automated reports and then select Update.
The Customize Report pop-up closes and your Occupancy Summary appears.
- Configure your report:
- Unselect the Unit Type checkbox.
- Select and enable the Property checkbox.
- Select the Actions dropdown and then select Save Layout.
A pop-up appears.
- Name your report and then select Save.
Your report configuration is saved.
Scheduling your report
- Select the Reporting dropdown in the left navigation and then select Scheduled Reports.
The Scheduled Reports page appears.
- Select the New Scheduled Report button under the Tasks section in the top right of the window.
The New Scheduled Report page appears.
- Configure your automated report:
- Enter a name for your automatic report in the Schedule Name field. Be sure to include both Apartments.com and the name of your business in this field.
- Select the report you created in the previous section from the Saved Reports dropdown.
- Select XLSX or CSV from the Format dropdown.
- Enter aptsdatapartnerships@costar.com in the Recipients field.
- Enter a subject line in the Subject field. Be sure to include both Apartments.com and the name of your business in this field.
- Select a start date and then select how often you want to send a report from the Frequency dropdown.
- Select Save.
Your automated report is created.