AppFolio

AppFolio properties connect through scheduled financial reports: a trailing 12-month income statement, a budget statement and a balance sheet, for each property.

Two ways to set it up

• Give us access — create a user for Revolution RE with enough privileges to run and schedule reports, and we'll do the rest.
• Schedule them yourself — follow the steps below, and send us a complete property list with each property's address and unit count.

Step 1 — Build the report layout

1. Go to Reports and select Income Statement – 12 Months.
2. Enter the property name. Each property needs its own report — left blank, you get the whole portfolio combined, which is too coarse.
3. Set Period range to Trailing 12 Months, Account basis to accrual or cash to match your books, and Level of detail to Detail view.
4. Before selecting Update, open the Columns tab and select Total and Account Number. Then select Update.
5. Drag the Account Number column in front of Account Name, so it is the first column.
6. Select Actions → Save layout. We suggest naming it Income Statement – 12 Month – RRE [Property name].

Step 2 — Schedule it

1. From the Dashboard, select Reports → Scheduled Reports, then New Scheduled Report.
2. Give it the same name, and select your saved layout under Saved reports.
3. Set Format to XLSX and Recipients to [yourcompany].financials@inbox.revolutionre.com.
4. Fill in Subject and Message — AppFolio requires both, but anything will do.
5. Set the start date to today and Frequency to Daily. Select Save.

Step 3 — Repeat for every property and report

Repeat Steps 1 and 2 for the Budget Statement and the Balance Sheet, for every property. Three properties means nine scheduled reports.