How do I schedule an occupancy report using Rent Manager?

  1. Navigate to Rent Manager and log in to your account.

The Rent Manager dashboard appears.

  1. Select the Reports tab in the top navigation.

  1. Select the Report Writer dropdown and then select Report Writer Manager.

The Manage Report Batches page appears.

  1. Select the plus icon button to create a new occupancy report batch.

Scheduling an occupancy report batch

  1. Select Schedule in the bottom right of the Manage Report Batches page.

A pop-up appears.

  1. Configure your report batch scheduling options.
    1. Select and enable the Active checkbox under the Options section.
    2. Enter the date you want your reports to begin generating automatically in the First Run Date field.
    3. Configure the frequency when your reports generate in the Pattern fields.
    4. Select Never End from the End dropdown under the When to End section.
    5. Enter your contact information under the Email Options section.
      1. Enter your Property Management Company name in the From Name field.
      2. Enter aptsdatapartnerships@costar.com in the To: field.
      3. Enter a name in the File Name field.
      4. Set the Format: dropdown to Excel.
    6. Select Save.

The pop-up closes and your occupancy report batch is created.

  1. 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.

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