This page follows the platform the way you meet it: from the homepage you land on at login, through properties, reports and dashboards, to Setup, Admin and Help. Each stop links to the full guide.
Including Setup and Admin, which only Administrators can see.
You can build everything here except what lives in Setup and Admin.
Everything your team publishes is open to you. Building and configuring belong to Editors and Administrators.
Your homepage: the portfolio view
When you log in you land on the portfolio view. It shows every property you have access to — all of your company's properties by default, or the subset your Administrator has granted you.
Across the top is a row of templated dashboards: Overview, Leasing, Rent, Financials and Marketing. The More menu holds the rest, and at the bottom of it is Manage dashboards.
See Dashboards.
Properties and portfolios
The Properties tab lets you drill into any single property. Each property has its own set of dashboards, mirroring the portfolio set. To work with a smaller group of properties, filter by an attribute — city, management company, unit count — and save the result as a portfolio.
See Pages & comparing.
Reports: where every number starts
Every chart and table in the platform, including the ones on the templated dashboards, is produced by a report. Reports live in the Reports tab, split between the Library of ready-made templates and My Reports for your company's own.
A report can be emailed, downloaded, printed, added to a dashboard, favorited to the top of your homepage, embedded elsewhere, or cloned as the starting point for a new one.
See Reports & sheets and Graphs & visualizations.
Getting reports to people
Reports and dashboards can be emailed once or on a schedule — daily, weekly or monthly — as Excel, PDF, both, or CSV. They can go to individual addresses, to an email group built from your property table, or straight into a data feed such as an S3 bucket or FTP.
See Scheduled emails and Embeds.
Setup and Admin
Setup and Admin are visible only to Administrators. If you need a change made here, this is the list of what to ask for.
Setup and Admin hold everything that configures your company's account:
- Appearance settings — logo, chart colors, navigation theme
- Global settings — the start of your fiscal year and your reporting week
- Manage users — adding, editing, deactivating users and assigning roles
- Manage permissions — which properties each user can see
- Manage properties — the property table and its attributes
- Manage integrations — PMS connections, account trees and financial imports
- Manage insights, Manage goals and Insight data
See Admin setup, Financials and Budgets, goals & alerts.
Getting help
The Help menu offers three routes:
- Merlin — chat for questions about how the platform works. Merlin answers questions about the platform, not about your data.
- Documentation — these guides. Also about the platform rather than your specific data.
- Support — submit a ticket if something is not working or you have a question the guides don't answer.