Documentation

Everything you need to get the most out of RevRE.

Guides, reference docs, and developer resources for the RevRE platform — whether you're an operator configuring dashboards, an admin onboarding your team, or a developer building on top of standardized multifamily data.

Platform User Guide

Step-by-step guides for using the RevRE BI platform — dashboards, reports, portfolios, alerts, financials, and admin setup.

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Developer Documentation

API references, integration guides, and technical documentation for partners and customers building on RevRE's standardized multifamily data layer or integrating with MarketDataForMultifamily.com.

Contact Support

Can't find what you need? Reach the RevRE support team directly inside the application — for platform questions, data issues, or anything else.

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Questions? Check out the overview of our guides below — or log into the application to review the full documentation.
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Using the platform

Getting around the RevRE BI Tool

Everything you need to navigate dashboards, build reports, manage your portfolio, and configure the platform for your team's workflow.

Dashboards

Create, copy, edit, and delete portfolio and property dashboards. Add cards — graphs, tables, HTML reports, images, iFrames, and text boxes. Set default views and manage sharing across your organization.

Creating dashboards Adding cards Property dashboards Sharing & permissions
Reports

Build custom reports using property, date, dimension, financial, unit, lease, and mortgage sheets. Use the report builder to add columns, set comparison periods, apply conditional formatting, and export to Excel or PDF.

Sheet types Report builder Filters Exporting Scheduling
Graphs & Visualizations

Add bar, line, scatter, pie, and snapshot charts to any report sheet. Configure left and right axes, add comparison lines, and pull graphs into dashboards as cards.

Bar & line Pie & scatter Snapshot cards Dashboard cards
Portfolios & Property Groups

Create static or dynamic portfolio groups using property attributes, filters, or manual selection. Share groups across users, set default views, and manage them from the property picker.

Static portfolios Dynamic portfolios Sharing Default views
Insights & Custom Data Points

Insights are the base data points behind every report. Create derived insights (calculated from existing data) or manual insights (static values you upload). Use Ad Hoc Insights to bring in data from external systems via scheduled email delivery.

Derived insights Manual insights Ad hoc insights Tokens
Property Attributes

Manage the property table — add custom columns, edit attributes, hide and restore properties, and upload property photos. Attributes power portfolio filtering, dynamic groups, and email-based data updates.

Property table Custom attributes Unit attributes Lease attributes
Financials

Financial reporting & GL mapping

RevRE standardizes financial data from your PMS into a consistent model — enabling portfolio-wide P&L analysis, budget tracking, and financial comparisons across management companies.

How Financials Work

RevRE generates GL-coded financial reports that mirror your PMS output — with added flexibility to compare actuals vs. budgets vs. pro formas by month, quarter, or year across your full portfolio.

GL reports Account trees Accrual vs. cash
Mapping GL Codes to Financial Insights

Map one or more GL categories to RevRE's 58 standardized financial insights — combining items like multiple pet income codes into a single "Pet Revenue" category for cross-portfolio comparison. Validate mapping against NOI in the financials dashboard.

GL mapping Financial insights NOI validation
Uploading Budgets & Pro Formas

Upload income statements, budgets, and pro formas to enable budget-to-actual variance reporting. Account trees can be updated by downloading, editing, and re-uploading the Excel template from Manage Integrations.

Budget upload Pro forma Account tree updates
Emails & scheduling

Automated report delivery

Schedule reports and dashboards to deliver automatically on a weekly or monthly cadence — to individual users, email groups tied to property attributes, or your full team.

Emailing Reports & Dashboards

Send any report or dashboard as an Excel, PDF, or both. Use the paper plane icon to email now or schedule recurring delivery. Send one email per property to route the right data to the right stakeholder.

Send now Schedule weekly/monthly Per-property emails
Email Groups

Create email groups by associating email addresses with property attributes in the property table. Send one email to a group name and each recipient automatically receives data for their associated property only.

Property attributes Batch sends Role-based delivery
Goals & Scheduled Alerts

Set performance goals and schedule alerts to send weekly or monthly when a goal is achieved or missed. Configure thresholds per KPI — occupancy, renewal rate, delinquency, and more — and route alerts to any email address.

Goal setting Alert thresholds Weekly / monthly schedule
Admin & setup

User management, roles & permissions

Administrators control who can see what across the platform — from creating users and assigning roles to setting property-level access, report restrictions, and company branding.

User Accounts & Roles

Create, modify, and delete users. Assign Administrator (full access), Editor (can create reports and dashboards), or Viewer (read-only) roles. Batch upload users via Excel template. Set users active or inactive without losing account history.

Admin / Editor / Viewer Batch user creation Password resets
Permissions

Control access by property, report, or dashboard. Create property access roles tied to specific properties or attributes — for example, tying a site manager's login to only see their assigned property via email-attribute matching.

Property permissions Report access Dashboard access
Company Branding & Appearance

Customize your organization's portal with company colors (hex codes), a company logo, and property photos. Set the navigation bar theme to light or dark. Property photos appear on property dashboards and can be added as dashboard cards.

Colors & logo Nav theme Property photos
Embeds & integrations

Embedding data in external tools

RevRE reports and dashboards can be embedded into other applications — your spreadsheets, investor portals, or custom tools — using embed links, CSV feeds, and iFrames.

Embedded Reports & Dashboards

Generate embed links for any report sheet (as a live CSV) or dashboard. Restrict embedded views to specific properties using query parameters. Embed CSV feeds into Google Sheets or Excel to create reports that auto-refresh with live RevRE data — including VLOOKUP-based property filtering.

Embedded CSV Dashboard embeds Property restrictions Google Sheets integration
Organizations & Multi-PMS Setups

RevRE supports ownership groups, property management companies, vertically integrated operators, and PropTech companies — each with their own Company account. Handles portfolios spread across multiple PMS platforms simultaneously, including properties on two PMSs at once (e.g., Yardi for financials, RealPage for leasing).

Ownership groups PropTech Multi-PMS Installation