Generating Reports

Overview: This article will show you how to generate reports of where your Lockboxes are assigned, the status of all leads related to the company & all survey responses. 

Note: Only Admins and Super Admins can generate reports.

Step 1:  In the left sidebar, under the Accounts drop-down, click "Settings."

The page will reload, and the Company Profile tab will display by default. 

Step 2: Click "Data Export." The page will reload, and the Data Export tab will be displayed.

Step 3: Select which report you want to generate in the drop-down menu under Data Category. There are three options:

a. Lockboxes- shows where the Lockboxes are assigned.

b. Multifamily Lead Activities-the status of all leads.

c. Survey Feedback- all satisfaction survey responses.

Note: If you select Survey Feedback, a drop-down menu will appear & you will be given the option to choose All Communities or a specific Community.

Step 4: Select the date range for the report.

Note: If you select Lockboxes, you will not be given the option to choose the date range.

Step 5: Click "Export." 

A pop-up will appear, letting you know the report is being generated.

After approximately 30 seconds, another pop-up will appear, letting you know the report is complete.

Step 6: In the lower-left corner, click on the CSV file.

Step 7: The report will open in Excel. Congratulations! You've successfully generated a report! Great work!

If you need any additional assistance, please contact Rently support at 888-340-6340.