How do I schedule an occupancy report using Rent Manager?
Navigate to Rent Manager and log in to your account.
The Rent Manager dashboard appears.
- Select the Reports tab in the top navigation.
- Select the Report Writer dropdown and then select Report Writer Manager.
The Manage Report Batches page appears.
- Select the plus icon button to create a new occupancy report batch.
Scheduling an occupancy report batch
- Select Schedule in the bottom right of the Manage Report Batches page.
A pop-up appears.
- Configure your report batch scheduling options.
- Select and enable the Active checkbox under the Options section.
- Enter the date you want your reports to begin generating automatically in the First Run Date field.
- Configure the frequency when your reports generate in the Pattern fields.
- Select Never End from the End dropdown under the When to End section.
- Enter your contact information under the Email Options section.
- Enter your Property Management Company name in the From Name field.
- Enter aptsdatapartnerships@costar.com in the To: field.
- Enter a name in the File Name field.
- Set the Format: dropdown to Excel.
- Select Save.
The pop-up closes and your occupancy report batch is created.
- Select Save in the bottom right of the Manage Report Batches page.
Your report batch is finalized and automatically generates on the dates and times you selected.