Data
How do I know what a data field means?
Hover over a column heading to see its definition, including the calculation if it has one. If a definition is unclear, submit a ticket asking for a better one. For a custom insight, an Administrator can improve the definition in Admin → Manage insights.
Why can't I see a property?
Almost always because of your permissions: each user sees only the properties their permission allows. Ask your Administrator to check yours. See Managing permissions.
A property was sold. Should I hide it?
No — set an inactive date on it instead. That keeps its history, so same-store comparisons and past reports stay correct. Hide a property only if you never want to see it in the system again. See Managing properties.
How do I report same-store?
Keep each property's active dates accurate — the date it came on board and, once sold, its inactive date. Reports can then compare like with like across periods.
How do I compare two time periods?
Add a column to a report and use its Versus settings to compare against a prior week, month, quarter, the start of the year, or another metric. See Comparing values.
Financials
Why aren't my financials appearing?
Usually one of three things: no account tree exists yet, the account tree isn't selected, or financials aren't being received. Work through When financials don't appear.
My financials are there, but the financial insights are empty.
Check a financial report shows data — if it does, financials are being received and the problem is mapping. Ask your Administrator to check the GL mapping and recompute financials. See Mapping GL codes.
Using the platform
How do I undo a change someone made to a dashboard?
Open the dashboard, select Edit dashboard, and open its version history. Each earlier version shows who saved it and when; select one to restore it. Before making large changes to a shared report, copy it first so the original stays intact.
My graph doesn't appear when I add a card to a dashboard.
Only the graph on a report's first sheet is offered. Move the sheet with your graph to the front of the report and save. See Putting a graph on a dashboard.
Why can't I see Setup or Admin in the menu?
Only Administrators can. See Roles & permissions.
Can I have a dashboard only I can see?
Dashboards are shared across your company. An Editor or Administrator can limit one to specific people by giving it an access restriction. See Keeping a dashboard to yourself.
Getting help
I forgot my password.
Reset it yourself with the password reset link on the sign-in page. If the email doesn't arrive within a few minutes, check your spam or junk folder.
Can Merlin answer questions about my data?
Merlin answers questions about how the platform works, not about your specific data. For questions about your numbers, build or open a report — or submit a ticket.
How do I contact support?
Use Help → Submit a request inside the app, or email support@revolutionre.com.