ENTRATE NEW REPORTING OVERVIEW

 

The New Reporting platform gives you more control over your reporting data, format, and visibility.

 

My Reports

• The  My Reports tab is where you can add and store frequently used report instances that an admin user has configured. If any filters or display options are locked in the original instance, they remain locked under the My Reports tab.

 

Report Inbox

• The  reports inbox contains all your scheduled reports. When a scheduled report is ready to send, you receive an email notification with a link to the inbox, where you can generate the report. The reports inbox also includes the Archive subtab, which is a cache for past reports.

 

Company Reports

• From Company Reports, all users in your company can access the admin-configured report instances.

 

Report History

• From  report history, you will be able to pull reports you previously pulled.

 

Scheduled Reports

• The Scheduled Report Instances page lets you see reports you've scheduled and any scheduled reports you've received. When a scheduled report is sent out, recipients receive a notification in their reports inbox in Entrata, as well as a notification email. You can also share the report with non-Entrata contacts as an email attachment or save it to your company documents.

 

Report Packets

• Admin users and Entrata users with permission can group reports into packets . These packets can be scheduled and delivered to both Entrata and non-Entrata users.

 

Report Actions

• Entrata reports are HTML-based and display within a browser. When you open a report, the following action icons appear on the left:
  •  Click the filter icon to view filter and display options configured for this report.
  •   If the report includes a graph, click the graph icon to show or hide it in the report.
  •  Click the print icon to print the report.
  •  Click the download icon to download a PDF version of the report or export it with formatting options.

 

Report-Specific Documentation

• You can access a detailed description of a report's functions, filters, and data columns by clicking the action icon in-line with the report in your Company Reports. From the pop-up menu that appears, select View Documentation. The following options are available from within the report documentation:
• Use the filter and column search drop-down in the top right corner to sort through data.
• To print the report filter and data details, click  Print.

 

Drill-Down to Details

• Click the linked details in a report to view areas in Entrata that provide specific information related to that report detail, such as the Resident Profile or an invoice.