Appfolio Export

Step 1

Login to Appfolio and click Reporting → Reports → Tenant Directory. A prompt will appear to Customize the Report. Please select "current" and "notice" tenant statuses, "all" tenant type, and enter the address in Properties as pictured below. Click update.

 

Step 2

 

 Click "Actions" → "Save Layout" in the top right corner. Then select Make a copy of this report called: and label the report "Carson_Report" plus "_building address" plus ".xlsx" as pictured below. Then click Save. 

 

For example, the file name for 800 Carson Ave would be "Carson_Report_800CarsonAve.xlsx"

 

Step 3

 

Now the report is saved, click Reporting → Scheduled Reports → "New Scheduled Report" on the top right of the screen. 

 

 

Step 4

 

Then fill in the Schedule details, as follows: 

• Insert the same file name: Carson_Report_Address.xlsx
• Select the report you just saved,
• Select CSV format
• Add [e-mail] as the recipient
• Insert the same file name: Carson_Report_Address.xlsx
• In the message please type the property management company and building address, e.g. Carson Management, 800 Carson Ave
• Keep Start Date as is
• Set frequency to Daily 

Then click Save.

 

 

Step 5

 

Please notify Carson's support team ([e-mail]) or the Carson rep you were workingon set-up with that the report was created and they will confirm receipt.