Feature Spotlight | Automated Scheduled Reports

Did you miss this feature when it was released? Learn the valuable benefits of the Automated Report Scheduling feature and how to use it in your Rentec Direct property management software. This feature allows landlords and property managers to schedule recurring reports to be emailed out automatically on a specific day of the week or month.

Automated Scheduled Reports

If you are one of the many property managers or landlords required to send out reports such as owner statements, work order status, rent roll, and more on a regular basis, or even if you share reports as a courtesy, this is a feature you don’t want to miss. Released at the end of last year, if you happened to miss this automated scheduled reports feature, there’s no doubt it can help shave time off of your routine.

Learn more: New Feature: Reports And Reporting Features From Rentec Direct

Scheduling reports can help you stay in compliance with the requirements of providing reports automatically and remove one more item from your to-do list.

How to use the report scheduling feature

In your Rentec Direct account:

1. Click on Reports
2. Click on the NEW Try our remodeled reports link
3. Click on the star next to the report you would like to schedule

   Note: When you click on the star, the report will be added to your favorites at the top of the screen. To remove a report from the list, simply click on the star again.
   

4. Click on the report under Favorites
5. Enter the Report Period for the report you would like to create

   Notes:

   1. The Report Period will automatically update each frequency
   2. Pressing ctrl+/ allows you to toggle between the report being created and the list of reports
6. Indicate Bank Account, Owner, or Property
7. Submit to create a report
   
   Note: When reviewing the report, clickable fields such as the category and dollar amount allow you to access the transaction and make any needed adjustments or memos.
   
8. Click on the email envelope 
9. Click Schedule Report
   1. Indicate the frequency (Monthly or Weekly)
   2. If Monthly is selected, using the dropdown, select the day of the month reports are to be sent
   3. If Weekly is selected, using the dropdown, select the day of the week the reports are to be sent
10. Click on Recipients to view a list of options and select recipients to be included
11. If you would like to receive an emailed copy of the report, check the Include myself box
12. Enter a subject and message
13. Click on Schedule Emails to confirm the emails are to be sent on your indicated schedule
14. If you would like to send the report now and on a schedule moving forward check Send Now
15. Click on Send, Schedule Emails to send the report now and enable the scheduled reports moving forward

Viewing Previously Sent Reports

When reports are delivered using the automated feature, a copy of the report will be preserved in the file library of your Rentec Direct account and owner’s.

The following steps will walk you through accessing the stored reports.

In your Rentec Direct account:

1. Click on Settings
2. Under Tools click on File Library

To view reports stored in an owner file library:

1. Click on Owners
2. Right-click on the desired owner and click on File Library 

Note: Click here for more details about File Libraries

Edit or Delete Scheduled Reports

The following steps will walk you through editing the parameters or deleting a scheduled report.

In your Rentec direct account:

1. Click on Reports
2. Click on Scheduled Reports
   1. To delete a report, click on the little garbage can to the right of the report
   2. To edit a report, click on the paper/pencil icon to the right of the report
3. Make changes as needed
4. Click on Save Changes

Stay Up to Date on New Features:

Check out the Rentec Direct Blog and bookmark this page for exciting news about any upcoming enhancements and product updates: Rentec Direct Blog Product Updates

Have a feature Request?

Software updates are the result of valuable feedback and input from our awesome clients. If there is a new feature or a software enhancement you would love to see added to Rentec Direct, let us know. Send your ideas and suggestions to success@rentecdirect.com.

About Rentec Direct

Rentec Direct is an award-winning property management software serving landlords and property managers across the United States. Features include online rent payments, tenant and owner portals, one of the industry’s largest vacancy listing syndication networks, full property, tenant, and owner accounting, 1099-MISC reporting, and more. Rentec Direct was recognized as Real Estate Company of the Year in the 2023 American Business Awards®, and was named in the Most Customer Friendly Companies of the Year in the 2022 Best in Biz Awards, has been named in the Inc. 5000 List of Fastest-Growing Private Companies for seven years in a row, and 2024 one of the 100 best companies to work for in Oregon.