These steps are carried out by the RealPage system administrator at the company that licenses the system — often an IT or systems lead, who may not use Revolution RE at all. Send them this page.
RealPage installations have two parts: operational data from OneSite, and financials from Financial Suite.
Part 1 — Create a user for Revolution RE
An administrator at the licensee creates a user with SDE Manager credentials.
- Create the user with email
support.[yourcompany]@revolutionre.com, first name Revolution RE, last name RE. - Select the properties to include.
- Assign the role SDE Manager.
- Under Edit user → Product access → Property management → OneSite → Roles, confirm the role can Access RealPage Central and Login directly to OneSite.
The SDE Manager role should carry 23 core functions. If yours doesn't: clone the role, add the Create Report Groups – Central and Access RealPage Central rights, save it, and assign the new role to the Revolution RE user.
Part 2 — Create a Home Office Group
- Log out, then log in as the new Revolution RE user.
- Open OneSite, switching back to the original view if needed.
- Open Central Reporting (or the menu → Central and Scheduled Events), then Reports.
- Scroll to Home Office Groups and select New group. If you can't, recheck the rights in Part 1.
- Select all sites, or the ones to include, and Continue.
- Name the group
Revolution RE. Set Date basis to System date and leave File to document management blank. - Set Run on to a specific date at 8:00 PM, starting today, recurring every 1 day, ending 01/01/2099.
- Select Save.
Part 3 — Send us the connection details
Share these with Revolution RE support:
- RealPage server URL, such as
companyname.onesite.realpage.com - The user's sign-on name and password
- Property Management Company (PMC) ID
- A sample Site ID
- The group name, if it isn't Revolution RE
Optional — Schedule reports instead
If you prefer scheduled reports, add each of these to the Revolution RE group in Unified Platform → Reports → Manage reports: find the report under All reports, select More → Add to group, pick any site, set the group to Revolution RE and the format to XML.
| Report | Settings |
|---|---|
| Activity Report × 4 | One each for Applicant, Former, Prospect and Resident. Dates 06/01/2020 to 01/01/2099; include letters and notices, follow-ups and system-generated activities. |
| All Residents – Excel | All resident statuses; lease signer or occupant set to Both |
| All Units – Excel | Details + Summary; all subproperties |
| Concessions Assigned to Residents | Select all statuses and all codes |
| Contact Level Details | Select all |
| Delinquent and Prepaid – Excel | Details; include delinquent equal NTV and outstanding deposits; all subproperties; current AR period; all subjournals; prepaid as allocated |
| Lease Details | Limit to as-of date 1/1/2099; select all |
| Prospect Contact Level Details | Select all |
| Unit Set Up View | Select all |
| Work Order Detail | Select all |
| Leasing Activity Detail – Excel | All consultants; activity 06/01/2020 to 01/01/2099; all activities |
| Rent Roll Detail – Excel | All subproperties; all unit designations; Details + Summary; exclude formers No; as-of 1/1/2099; unit rent as Market + Addl. |
Part 4 — Financials from Financial Suite
Choose one:
- Give access — grant the Revolution RE user Administrator credentials in Financial Suite, and we'll schedule the reports. Edit rights are needed only to tick the box that sends individual property reports; we won't change your reports.
- Schedule them yourself — follow the steps below.
Schedule the trailing 12-month statement and budget
- In Financial Suite, select Applications → Reports → Financial reports.
- Select the report with 12 Month, detailed and financial in its name. Names vary between companies. If you can't find it, use RealPage's system templates in the financial reports library: Twelve Month Trailing Income Statement, Budget and Balance Sheet.
- If the template is shared or you're scheduling more than one property, duplicate it first. You'll need edit rights — you have them if there's an Edit button beside the report.
- Select View to open the Financial Report Writer, then the Filters tab.
- Tick Run as individual reports for both Department and Location.
- Back on Financial reports, select Schedule. Leave the as-of date blank; start today; end Never; recur daily, every 1 day.
- Deliver by email, in Excel, to
[yourcompany].financials@inbox.revolutionre.com.
The inbox addresses below use [yourcompany] as a placeholder. Your setup email from Revolution RE gives your exact addresses.
Email support@revolutionre.com to say the setup is complete. The team will confirm when data is flowing and flag anything that needs fixing.