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Looking for some good examples:
What are some annoying, repetitive tasks that on-site are always asked to do (either by corporate or by residents) that could easily be automated to save you the hassle?

Guest Insider Monday morning reports….

Carletta Richardson-Cheeseboro l remember those!

Guest Insider As someone who worked at the corporate level - yes we can pull those reports too. But we can't individually pull 100 of them AND analyze them. Easier for the 100 to deliver them and we analyze - it's just as slow to pull each report but theres 1 of me and 100 of you. We also want you to look at the reports and see what you should be aware of or working on. Also, depending on the report type and metrics, data can change over time. Sometimes you have to pull the report to get data for that day - like current queue statistics. This is a generalization. May or May not apply to your specific situation. But that's some of why I have asked for reporting to be pulled. Automating report pulls and automating some of the analysis- like highlighting important metrics that are short of goal is extremely helpful to speedier decisions. Report customizing would also be great

Guest Insider Pulling reports from pm software that corporate is more than capable of doing themselves.

Cyndi Bedwell Printing pages and pages of reports to get information to put on a spreadsheet that is then emailed or uploaded to be viewed. All the info is already there and we kill another tree each month to do these reports

Aleisha Parongao 1000% - Monday morning reports and AME are time consuming and unnecessary.

Guest Insider Pulling reports that RMs can easily pull, and reports that the accountants can see as well.At month end I pull almost 20 reports, they are basic repetitive reports that anyone can pull and see what is going on. But for close out that goes to accountants I am having to include preventative Maintenace, work orders, etc… stuff that is of no concern to closing out financials. This goes with a pre close and other reports that are done monthly. Doing a report that is repetitive and that anyone who has access to my property can pull and see the answers for themselves. I understand fully how important numbers are however, there would be so much stress taken off plates and more time to tackle day today issues than laying out a report anyone can see. I understand as an RM or the accounting dept doesn’t know our properties and residents like we do BUT a streamlined easy way would be helpful to all

Guest Insider Honestly, I find any onsite team dealing with invoice processing is losing a tremendous amount of valuable time.

Guest Insider Monday morning reports and pretty much every report we pull for them.

Jonathan Weatherford Let’s see. I have to pull the conversion ratio report, the LRO pricing report, the UAD, the OPS budget variance, the projected occupancy, the charge summary, the delinquency summary, open work orders, LRO renewal report. Like it’s really too much.

Guest Insider Most platforms has report scheduler. You can set those reports to deliver automatically to their email in most cases

Guest Insider By corporate, reports when they can access the same information.When the club room is available when there’s an event calendar on the website.

Guest Insider Importing invoices into Yardi Payscan

Guest Insider Faxing, Emailing, and calling landlord references. One can automate it with RenterFile and get responses in 24 hours

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