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ContentsAccessing Yardi3Homepage4Navigation Tips4Dashboard Basics5Available Homes5Guests5Renewals6Pending Make Ready6Person Search6Calendar7Keyboard Shortcuts7Filters8Adding a New Property8RESIDENT FUNCTIONS9Move In Workflow9Cancel Move In9Adjust Move In Dates10Move In11Reverse Move In12Move In Calculator12Lease Charges13Notice to Move Out14Cancel Notice to Move Out15Adjust Notice Dates for Move Out15Move Out Calculator16Move Out17Evict Tenant17Unit TransferS18Tenant Functions21Review Tenant21Tenant History21Tenant Ledger22Unpaid Charges22Adding A Memo23Receivables - Tenant charges24Single Charge Tenant Screen24Summary Charge Batch24Edit / Charge Batch26Monthly Posting27Late Fees28Find Charges29Deposit Accounting30Adjust Deposit Accounting32Write Off Past Tenant Charges34Receivables - Receipts35Creating detail receipt batch35Non-Tenant receipts Detailed Receipts37Edit / Receipt Batch38Reverse UnPosted Receipts39Reverse Posted Receipts41Reapply receipt41NSF Receipts42maintenance44Service Request44Pending Work Order Requests46REPORTS47

Yardi Voyager 6.0 Residential Training

Voyager - training guide

Page 1 of 47Version: 4/24/12

Page 9 of 47Accessing YardiYardi Voyager may be accessed by double clicking the Yardi shortcut icon on the windows desktop.

Enter your User Name________________Enter your Password________________TIP: Password is case sensitive. Be sure that your caps lock key is OFF.Select the Live or Test database (click the down arrow to view database list)Click Submit to complete your login

HomepageWhen a group member initially logs into the system, the (Homepage) will be displayed. The available functions to this role may be accessed by clicking the Links found under the dashboard. The functions may also be accessed from the Side Menu by clicking the Open Menu command button on the left side of the page, or from the Title menu at the top of the page.

example of home page for the manager/assistant role

Navigation TipsWhen navigating through the Yardi screens, the following tips will be helpful:Use the TAB key to jump from field to field while still on your keyboard.Use SHIFT-TAB to jump backwards between the fields.For moving between fields that are not continuous, use the MOUSE to click into the desired field and proceed from there.Fields with a blue background are REQUIRED to complete a task.Underlined fields are called LINKS. LINKS may open lookup lists or lead to other screens.Do not use the ENTER key when navigating.In some screens, you may use the BACK button on your browser to go back a step, for example, when selecting a report or when changing menus. However, this should not be used in transaction processing and may cause an error.

Dashboard BasicsWhen group member initially logs into the system, the Dashboard (Homepage) will be displayed. Commonly used functions are divided into different areas of the dashboard as illustrated below.

example of home page

Available Homes

This tab reflects the homes available with pricing and date available.

Guests

This tab shows a list of active guest that have not committed to renting a home. Each guest can be selected to link into the applicant process.

Renewals

All current tenants that leases are expiring are shown in this tab. Tenant information can be obtained from this list as well as placing a tenant on notice.

Pending Make Ready

Pending make ready are shown in this tab. Make Ready homes can be marked as complete from this listing.

Person Search Click on the Person Search tab to search for a guest or tenant of the active property by name, address, phone number, etc. From the list, you can click on the name, home or quickly review the ledger.

CalendarThe Calendar is a good way to track scheduled activity such as Move In, Move Out, Appointments, Showing, and Notice. You can change the display format from Today, Week, 2 Week and Month.

Keyboard ShortcutsResultShortcut Keys

CutCTRL+X

CopyCTRL+C

PasteCTRL+V

Save Screen/FormALT+S

Pop Up DirectoriesALT+F

Select All (within Field)CTRL+A

Move to beginning of FieldHOME

Move to end of FieldEND

Find on pageCTRL+F

User Entry Keyboard ShortcutsWithin the program, while entering data into a form, you can also use the following keyboard shortcuts to help you entering data. Alt-SSave Alt-NNewAlt-HHelp

Anytime you see a dash underneath the command letter of a button. Use the Alt in combination with that letter.

FiltersUnderstanding Filters and Field Selection. Filters are accessed by clicking on a Function Link Report Link Filter Button on the Shortcut Menu Property & mm/YY: Blue field = Mandatory fields Property / Home / Tenant / Charge Type: hyper link fields. Click to get a list of records Status: Click on the Arrow-Down to get a list of choices Destination: Designate where to send report to Submit: Process Report

Adding a New Property Use this procedure to create a new property. (Side Menu) Setup>Property>Add PropertyComplete the property fields and select the property typeClick Save.

RESIDENT FUNCTIONSTenant functions can be accessed from the dashboard in the Tenant Activity section or by reviewing the Tenant screen. Click the corresponding numbered link to view activity for a specific function.

example of tenant activity screen

Move In WorkflowUse the following procedures to handle commonly occurring situations related to new tenant move ins.

Cancel Move In Use this procedure to close out a scheduled move in for a tenant who decides not to take occupancy of a home. Click the MOVE IN link in the Tenant Activity section of the dashboard to view currently scheduled move ins.

Locate the desired tenant in the listClick the CANCEL button next to the tenants nameEnter the Cancel Date (Property and Tenant Code will automatically be filled in)Click SUBMIT

Adjust Move In Dates

Use this procedure to modify the scheduled move in date for a future tenant. Click the MOVE IN link in the Tenant Activity section of the dashboard to view currently scheduled move ins.

Locate the desired tenant in the listClick the ADJUST DATES button next to the tenants name

Enter the new Move In dateEnter the new Lease From dateModify the Lease Term if neededPress the TAB key to automatically calculate the new Lease To dateClick the POST button to complete the function

Move In

Use this procedure to move in a future tenant. Click the MOVE IN link in the Tenant Activity section of the dashboard to view currently scheduled move ins.

Locate the desired tenant in the listClick the MOVE IN button next to the tenants name

Verify the Move In date. Modify if needed.Verify the Lease From date. Modify if needed.Verify the lease Term. Modify if needed.Press the TAB key to automatically calculate the new Lease To date.Verify/Modify move in amounts/proration.Click the POST button to complete the move in.

Note: Charges may or may not be modifiable, depending on property setup and security.

Reverse Move In

Use this procedure to undo a Move In that was posted incorrectly or by mistake.From the Tenant screen click the REVERSE MOVE IN link in the Functions section on the right side of the Tenant screen.

Enter the Date of the reversal.Click the SUBMIT

Move In CalculatorMove In Calculator is a good tool to preview the Move In Charges and save the changes for the actual move in process.

Lease Charges

Most Lease Charges are created automatically using the Move In or Lease Renewal functions. Sometimes a Lease Charge needs to be setup manually, such as Utilities New Rentable Items Deposit paid over time

On the Tenant screenClick on the Data>Lease Charges LinkThe Lease Charge screen will displayAdd other Lease Charges on the rows provided

CodeSelect Charge CodeAmountInsert Charge AmountFrom Datemm/dd/yyyy ~ Beginning of Lease Charge termTo Datemm/dd/yyyy ~ Ending of Lease Charge term

Click Save when all Lease Charges have been added and reviewed

*Never write over a lease charge. Always begin a new row.*Never delete the history of a Lease Charge. Just place an ending To Date.

Notice to Move Out

Use this procedure to record a notice to vacate received from a current tenant Click the PERSON SEARCH TAB to look up the tenant by last name. Click the Tenant Name link to view the tenant screen.

Click the Notice link on the functions menu on the right side of the Tenant screen. Select Termination Type = NoticeEnter the date the notice was receivedEnter the expected move out dateSelect the reason for move out from the list.Click the SAVE button to complete the notice.The Tenant status will be updated from Current to Notice, and the Notice count will be updated by one on the dashboard.

Cancel Notice to Move OutUse this procedure to cancel a notice to vacate received from a tenant. Click the ON NOTICE link on the Tenant Activity section of the dashboard to view a list of tenants on notice for the active property.

Locate the desired tenant in the list.Click the CANCEL button next to the tenants name.The Tenants status will be updated from Notice to Current.

Adjust Notice Dates for Move OutUse this procedure to adjust notice dates for a tenant currently on notice. Click the ON NOTICE link on the Tenant Activity section of the dashboard to view a list of tenants on notice for the active property.

Locate the desired tenant in the list.Click the ADJUST DATES button next to the tenants name.Enter the new expected Move Out Date.Click the SAVE button,

Move Out Calculator Use this procedure to determine what a tenant will owe at move out, based on the current move out date. Click the PERSON SEARCH TAB to look up the tenant by last name. Click the Tenant Name link to view the tenant screen.

Click the Move Out Calculator LinkEnter forwarding address information, if knownEnter any move out related charges, if knownView or Print amount owed

Move Out Use this procedure to move out a tenant currently on notice. Note: this function does NOT include deposit accounting, which is a separate item. This changes tenant status from Notice to Past.

Click the MOVE OUT link on the Tenant Activity section of the dashboard to view a list of tenants with a move out date on or before todays date.

Click the Move Out button.Click OK to the confirmation message.The Tenants status will be updated from Notice to Past.

Evict Tenant Use this function to process an eviction, Locate the Tenant by way of the Person Search function or by (Side Menu) Tenant>Find Tenant. From the Functions menu on the Tenant screen, click the Evict link.Enter the new Lease End dateClick SUBMITThe Lease To date on the tenant screen will be updated.

The Termination Type will automatically be set to evict.Enter the eviction dateEnter the Move Out dateSet the Reason for move out from the listClick the SAVE button to complete.

The tenant status will be changed to Evict. Corporate/Legal policy will dictate the acceptance of payment for tenants of Evict status.

Unit TransferS

The Unit Transfer process will place the current tenant into Notice Status, recreate a new tenant record with the household information into a Future Status

Tip: Prior to starting the Unit Transfer, make sure that the home that you will be transferring the tenant to is either vacant or a Make Ready date earlier than the date the tenant will transfer into the home. Tip: Prior to completing the Move In of the unit transfer into the new home, make sure the new home is vacant.

To complete the Transfer Unit process (Side Menu) Tenants>Transfer Unit Select Property to transfer fromSelect Tenant to transferSelect Property to transfer toSelect Unit to transfer toSelect Date to TransferSubmit

Continue with the Transfer Wizard Verify Information

Verify Custom Data NEXT Roommates: Remove or Add new Roommates NEXT Rentable Items: Remove or Add Rentable Items NEXT Review & Post: Review information Post Transfer to complete

From here you will need to complete the move out as normal to the Notice Status record and proceed with the Move In process to the Future Status record. See Move In and Move Out process for instructions

Complete Unit Transfer Dashboard From the Dashboard, Home Statistics, you have Unit Transfers link.

Unit Transfer: Click on the hyperlink to view list.

Select the property function with on the tenant to transfer

Select Move In to move Tenant into the new home Select Move Out - to move Tenant out of the old home Select Adjust Dates to adjust dates for move out or move in Select Cancel to cancel transfer

Tip: Continue with the normal steps of processing the Deposit Accounting for the Moved out record and charge the appropriate move in charges for the move in tenantTip: If the S/D balance was transferred from the old tenant record to the new tenant record, after the security deposit is completed, you might need to do a zero payment entry to apply the S/D credit to the S/D charge for the new tenant record.

Tenant Functions

Review Tenant

Tenant >review Tenant Property Select Unit or leave blank Select Tenant or leave blank Select other Filter option (optional) SubmitA list of tenant matching the filter criteria will be listed on the left side. Select appropriate tenant from the list

Tenant History Click the Tenant History link on the Functions/Data menu on the Tenant screen.TIP: History is stored on Tenants and homes and shows dates/actions relevant to the Tenant or home such as move in, notice, or occupancy status.

example of Tenant history screen

Tenant Ledger

From Tenant Screen > Ledger( link on the Reports)

example of Tenant Ledger screen

TIP: Click the numbered link the Chg/Rec column to drill down to the transaction detail if desired. Print the ledger by using the Right-Click/Print option.

Unpaid Charges

Click the Unpaid Charges link on the Reports menu on the Tenant screen

TIP: Click the numbered link the Chg/Rec column to drill down to the transaction detail if desired. Print the report by using the Right-Click/Print option.

Adding A Memo Click the Memo link on the Functions/Data menu on the Tenant screen.TIP: Memos are found throughout the Yardi program and can be used to store notes or information regarding an item in the database, such as a Tenant, a home, or an applicant.

example of Tenant memo link

Fill out the Memo Screen as shown below:Modify Date/Time as needed or leave as defaultsSelect the Memo Type most closely matching the purpose of the memo (note: memo type will vary per screen).Select Status = MemoSelect your name from the Agent listEnter detailed notes regarding the memoClick Save to complete the memo. Continue entering memos or Click CLOSE to exit the memo screen.TIP: The Memo link on the Tenant record will be updated with the number of memos in parentheses.

Editing a MemoClick the Memo link to open the memo screen.Click the Memo Date link on the memo to be edited.The memo text will appear again in the Notes field of the memo screen. Edit or add text or other information as needed.Click Save, then click Close to exit the screen.

Receivables - Tenant charges

Single Charge Tenant Screen (Tenant Screen) Charges Pick Tenant # 5 1st of current month Damage (code) Enter notes Submit

Review Ledger

Summary Charge BatchCharges can be created in batches which can be edited, modified, and reviewed prior to being posted to the GL.

(Side Menu) Charges>Create Summary Batch

Example of charge batch header screen

Fill out the Batch Header as shown below:Batch DescriptionAutomatically fills with the users ID and a date/time stamp.

Batch NotesEnter free form notes to identify the batch contents.

Total of ChargesEnter the total dollar value of the items to be input.

Number of ChargesEnter a count of the items to be input.

CLICK SUBMIT to proceed to the charge screen.

TIP: If an error is made on the batch total or count, this information can be corrected at any time before the batch is posted.

Complete the charge by entering the following information:

Select the Tenant for the ChargeEnter the Charge Code (Income Category)Enter the AmountEnter any notes (will appear on the Tenant Ledger)Click SAVE to complete the charge.

Edit / Charge Batch To retrieve an open batch for editing, or to review a batch already saved by another user, select:Charges>Edit Batch TIP: A user will only be able to see their own batches UNLESS they have Access to All Financial Batches selected in their security setup. A user may have more than one active batch.

EXAMPLE OF BATCH charge selection list

Click the down arrow to the right of the Batch List box to view any open batches that are accessible. The Batch Description will show, with the batch number in parentheses to the right. Select the batch by clicking on it, then click SUBMIT.

EXAMPLE OF THE charge batch HEADER

The Batch Header shows the batch summary information. EDITClick this button to view or modify existing items in the batch. If no items have yet been entered, the EDIT button may not be used; click ADD instead.

ADDClick the ADD button to add new items into the batch.

POSTThis button will not be available for site users; batches will be posted by corporate/regional personnel.

DELETEClick this button to delete the entire batch without posting. To delete a single item within the batch, click EDIT, then click DELETE on the transaction screen.

REPORTClick REPORT to view a report of the items in the batch. The report must be printed before the batch can be posted.

SAVEClick the SAVE button to preserve any changes made on the batch header.

Monthly PostingMonthly Posting is the process to charge all tenants for the monthly Lease charges. This includes Rent, Rentable Items and all other Lease Charges that have an effective date within the posting month of the monthly posting process. Charges > Residential Monthly Posting Property ID:Choose Property mm/yy:Month & Year Report Only?Report OnlyYou should always verify prior to execute process

Variance?Yes Destination:Screen

Print report and verify activity. You should look at the variance column, comparing prior months charges to new charges. Anything that has changed should be verified for accuracy. Return to this process and change to Batch or Post once everything has been verified for accuracy. Charges > Residential Monthly Posting Report Only?Create Batch or Post to G/L

Late FeesThe Late Fee settings are set up in the Property Control screen. As tenants occupy a home, the Late Fee settings are copied to the Resident Information screen. Late Fee settings can be customized for individual tenants. When Post Late Fee is executed, the late fee charges will be calculated based on the late fee settings in the Resident Information screen.

Charges>Post Late Fees

Ppty ID:Enter the ppty ID LF Date: Enter date Late Fee is effective Cutoff Date:Enter Cuff of date Report Only?Choose report / Create Batch or Post to G/L Destination:Screen to review [Submit]

Tip: You can choose to Process Late Fees for individual tenants simply by choosing a tenant code.

Tip: In order that Late Fees are properly done by the system, late fee charges should never be entered manually.

Find Charges

Find Charges is a good way to review or find posted charges by Date, Resident, Charge code, etc.

Charges > Find Charges

Deposit Accounting

All past tenants and past applicants must have the deposit accounting process completed to charge collections or to reflect a refund. Past tenant and past applicants that have not had their deposit accounting function completed will appear on the dashboard.

Note that once you have created a refund in error or the refund amount is not correct, you must correct the refund from the adjust deposit accounting screen. The Amount of refund must equal the total amount for the refund.

To Refund an Admin Fee

Click on the number beside Deposit Accounting

Scroll down to the end of the list and look for the applicant's nameOnce the applicant is located click on the box Deposit Acctg.

From the Deposit Accounting screencheckthe Refund Admin Fee box and type in the dollar amount needed to make the refund amount correct.Check the Print Statement box and click Fill out the correct refund paperwork and submit as required.The due date should be listed at 72 hours.

To Clear Cancel/Denied Applicants

Click on the number beside Deposit AccountingScroll down to the end of the list and look for the applicant's nameOnce the applicant is located click the box in the "Clear Applicant" column. The message box appears, click okay

Past Tenant Deposit Accounting (move-out function has been completed)From the Dashboard Click on the number beside Deposit AccountingScroll down to the list and look for the past tenants nameOnce the past tenant is located click the box Deposit Acctg.Enter the Forwarding Address.From the grid,checkthe appropriate fields for charges or credits. Type in the descriptions and amounts to make the refund amount or collection amount correct.Check the Print Statement box and click Post. (same as Move out Statement)If a refund is due to the past tenant, complete the refund paperwork and submit as required.If an amount is owed to the property, complete the write off using unpaid charges report.

Adjust Deposit Accounting

Click on Adjust Deposit Accounting

Then complete the charge code Tab enter a descriptionThen enter the amount you would like to charge or creditThe refund amount must equal the amount you are going to refund the tenant.

Write Off Past Tenant Charges

This step should be completed ONLY after a tenant has had deposit accounting completed.

Balances are written off in two steps. Only one charge code can be used at a time.

Write off Rent

Select Property Code: Select the Status: PastPost Date: TodayPost Month: Current PeriodWrite off Charge Code: ________

Select row items that include Rent with a select check.Then Post.

Receivables - ReceiptsPayments are recorded in batches which can be edited, modified, and reviewed prior to being posted to the GL. Security Deposit receipts should be recorded in a separate batch.

Creating detail receipt batch

(Side Menu) Receipts>Create Detail Bach

Example of receipt batch header screenFill out the Batch Header as shown below:Batch DescriptionAutomatically fills with the users ID and a date/time stamp.

Batch NotesEnter free form notes to identify the batch contents.

Total of ReceiptsEnter the total dollar value of the items to be input.

Number of ReceiptsEnter a count of the items to be input.

Deposit DateEnter the date funds were deposited to the bank

Post MonthEnter the desired GL post month for the batch

Deposit MemoEnter a memo to appear in the bank reconciliation (optional)

CLICK SUBMIT to proceed to the charge screen.

TIP: If an error is made on the batch total or count, this information can be corrected at any time before the batch is posted.

Complete the receipt by entering the following information:Select the Tenant for the Receipt (click the Tenant link to view the pick list)Click the ENTER DETAIL button to load open charges and Tenant information.

Enter Receipt Details:Enter the total amount received and press TAB to apply the payment in the pre-specified order. Distribute payment manually, if desired by clicking Erase Distribution and entering specific amounts for each line outstanding. Security deposit receipts should always be manually distributed to the row specifically for the security deposit amount.The details will fill in automatically below. Any leftover funds will automatically be applied to the prepayment account.Enter the Date ReceivedEnter the Check NumberSelect the Payment Method (check/cash)Enter notes regarding the payment (will appear on the tenant ledger)Click SAVE to complete the receipt

When the receipt is saved, a new receipt window will open, or if the batch has met its declared amounts, the user will be automatically returned to the batch header. To manually exit the batch and save it for later, click the Unposted Batch Link.

Non-Tenant receipts Detailed ReceiptsNon-tenant Receipts are done for payments applied to the property and not a specific tenant, such as Laundry Income, Refunds checks, etc. Sample: Detailed Receipts

Enter Detailed Receipts Complete Deposit filter informationReceipt screen: Payer:Enter description (laundry) Click Select Tenant Date Receipts Check Numb. Pay:Enter amount Charge CodeSelect Code DateEnter Date Save

Edit / Receipt Batch To retrieve an open batch for editing, or to review a batch already saved by another user, select: (Side Menu) Receipts>Edit/Post Detailed Batch TIP: A user will only be able to see their own batches UNLESS they have Access to All Financial Batches selected in their security setup. A user may have more than one active batch.

EXAMPLE OF BATCH charge selection list

Click the down arrow to the right of the Batch List box to view any open batches that are accessible. The Batch Description will show, with the batch number in parentheses to the right. Select the batch by clicking on it, then click SUBMIT.

EXAMPLE OF THE receipt batch HEADER

The Batch Header shows the batch summary information. EDITClick this button to view or modify existing items in the batch. If no items have yet been entered, the EDIT button may not be used; click ADD instead.

ADDClick the ADD button to add new items into the batch.

POSTThis button will not be available for site users; batches will be posted by corporate/regional personnel.

DELETEClick this button to delete the entire batch without posting. To delete a single item within the batch, click EDIT, then click DELETE on the transaction screen.

REPORTClick REPORT to view a report of the items in the batch. The report must be printed before the batch can be posted.

SAVEClick the SAVE button to preserve any changes made on the batch header, such as TOTAL DECLARED or ITEMS DECLARED.

EXAMPLE OF BATCH REPORT

The fields on the right hand side of the batch header screen are modifiable by the user and show the amounts declared for the batch. The fields on the right show the calculated amounts that have been entered into the batch.TIP: Before the batch can be posted, the AMOUNT DECLARED and ITEMS DECLARED must match the TOTAL ENTERED and the ITEMS ENTERED. To modify or correct the Total Declared or Items Declared, enter the correct amount or count, then click the SAVE button.

Reverse UnPosted Receipts

Receipts can be deleted from an unposted batch

Open the unposted batch-Click EditSelect the receiptThen Delete

**It is easier to correct a receipt by deleting and then reentering the item.

Find Payments

Find Payments is a good way to review or find posted receipts by Date, Resident, Check number, etc.

Payments > Find Payment Receipts

Reverse Posted Receipts

Payments > Find Payment Receipts

Enter as much information into the receipt filter Click Submit Select the appropriate receipt from the side menu Click Reverse

Reapply receipt Receipt>Review receipt Enter as much information into the receipt filter Click Submit Select the appropriate receipt from the side menu Click Reapply Enter information for new receipt

NSF Receipts

Payments > Find Payment Receipts

Enter as much information into the receipt filter Click Submit Select the appropriate receipt from the side menu Click NSF

1. Post Month Enter the month for the NSF to affect the GL2. Notes to show up on tenant ledger3. Bank Fee Not used for site level4. Bank fee Acct Not used for site level5. Tenant Fee Amount to charge tenant for NSF6. Tenant Charge Code Charge code used for NSF

maintenance

Service RequestThe Service Request function is used to generate and track a work order directly from the Dashboard in Voyager. Dashboard-Click New Svc. Req. link

Click find and current tenant for that home will be listed

Page 1 of Service Request:

Select or enter the Property code of the Tenant making the requestSelect or enter the home of the Tenant making the request(optional)Select or enter the Tenant code of the Tenant making the request by clicking the Select checkboxClick the FIND buttonClick NEXT to proceed with service request entry

Page 2 of Service RequestSelect a caller other than main tenant (optional)Click the NEW WO button to continue with the service request

Page 3 of Service RequestSelect the work order PrioritySelect the work order CategoryEnter a Brief Description for the work orderEnter a longer description if desiredEnter notes regarding accessing the home if applicableClick SAVE to complete the request

page 4 of service requestClick the Work Order link to view the work order if desired[Print]To Print Work Order[New Call]To enter a new Service Request for a different tenant[Save Caller]To enter a new Service Request for the same Tenant

Click Home to return to the Dashboard

Explain reason for making multiple service requests for the same tenant if they are for 2 separate categories. Here they would select Same Caller.

Normally at this point they would PRINT the WO.

Pending Work Order RequestsOpen Service Request (Call; Assigned; Scheduled) are available for review in Pending Work Order Requests. Click the Pending Work Order Requests link on the Maintenance section of the dashboard.

A list of outstanding work requests will display.

Click the WO# link to drill down and view details and/or print work order.Click the Reason Incomplete button to add details regarding work order status.Click the Complete button to complete the work orderUpdate the Completion Date if it was complete on an earlier date.Enter detailed Completion Notes with Technicians name.

Voyager training guide

Page 3 of 47Version: 4/24/12REPORTSAnalytics Analytics reports is a great way to quickly print your reports, drill into specific records for details and export to Excel or PDF. There are different types of Analytics Reports Financial Analytics Residential Analytics Aged Payable Analytics Residential AR Analytics Work Order Analytics

Depending on the type of report that you choose, different options are available as filters. Below is a sample Residential Reports Analytics filter. All Analytic Report filters have different options. The options will change based on the Report type you choose.

A. Property / Property List and Home selectionsB. As of DatesC. Report Type and Summary By (multiple reports available)D. Display format. Some reports have Graphs availableE. Export to type (Excel/PDF) or display on the screen

When you export to Excel or PDF, the format is the same as the display format, including Titles and Page breaks.