Are you making the most of AppFolio's Reports & Letters features? - Learn to maximize the benefits of Reporting and Letters. - How to customize the layout of a report and save it for easy access in the future. - How to quickly and efficiently understand what is going on with your business. - Creating your own stable of custom letters for your official communications to tenants, owners and vendors.

1. Thank You For Joining AppFolio Training
Training begins in 5 minutes
For Audio
Please Dial Into the Conference Call
Or, Use Your Computer Speakers

2. Thank You For Joining AppFolio Training
Training begins in 4 minutes
For Audio
Please Dial Into the Conference Call
Or, Use Your Computer Speakers

3. Thank You For Joining AppFolio Training
Training begins in 3 minutes
For Audio
Please Dial Into the Conference Call
Or, Use Your Computer Speakers

4. Thank You For Joining AppFolio Training
Training begins in 2 minutes
For Audio
Please Dial Into the Conference Call
Or, Use Your Computer Speakers

5. Thank You For Joining AppFolio Training
Training begins in 1 minute
For Audio
Please Dial Into the Conference Call
Or, Use Your Computer Speakers

7. Introduction
Presentation Team
Mohamed Hussein, Stanton Huffman, Zackary
Naas, Todd Smith
Webinar Length
Approximately 45 Min
Content
AppFolio Reports & Letters Features

8. Please ask questions anytime!
Use the Questions section
of the GoToWebinar panel
On right of desktop

9. Agenda
Reports Overview
• Running & Filtering a Report
• Customizing & Saving Reports
• Sending a Report
• Owner Reporting
• Top Favorite Reports
• A Few Tips & Tricks
Letters Overview
• Letters Overview
• Editing & Creating Letters
• Sending Letters
• Specialized Letters
• A Few Tips & Tricks

10. Polling Feedback
How familiar are you with the reports feature?
• Experienced: Know most all reports, run and customize
• Moderate: Used some reports, know a bit about customization
• Getting Started: Not used reports, don't know customization

11. Polling Feedback
How familiar are you with letters?
• Experienced: Send letters regularly, have custom letters
• Moderate: Sent a few letters, haven’t customized
• Getting Started: Have not sent or customized letters

13. Tip….the best way to know what is going on

14. Running & Filtering a Report
• Click report name to
run report
• Reports open in a
new tab / window
• Reports load filter on
open
• Filter options vary by
report
• Click “Filter” when
ready to generate the
report

15. Exporting a Report
• Click the “Export”
button at top of report
• Select Location to
Store
• Open in Excel or
other .CSV capable
application
• Edit, customize,
chart, graph, analyze

16. Sending a Report
• Click the “Email”
button at top of report
• Add Recipients
• Send at a non-editable
.PDF or
editable .CSV
• Enter comments for
body of email

17. Customizing & Saving Reports
• Click, hold & drag
column headers
• Add or remove
available columns
• Group report data
• Save report with
custom names
Move Columns
Change Columns
Adjust Grouping
Save Custom Report

18. Owner Reporting
• Send monthly owner
reports
• Customize packets on
Owner record
• Use the “Send Owner
Packets” flow of Reports
tab
• Can also use the flow to
send individual reports as
needed
• All reports also stored and
available to owners online
in the Owner Portal
• You can view owner portals
by clicking “Manage Owner
Portal” on Owner record

20. Owner Statement
Primary summary report to
provide to owners
End of each month in Owner
Packet
Ensure report is set as the first
report on the owner packet
configuration

21. Lease Expiration Detail by Month
At a glance view of lease
expirations by month
Middle of each month
Use this report to plan when
to send lease renewal
notice and run rent increase
function

22. Bank Account Activity
Report of all activity for the
selected bank account
Middle and end of each
month
Tells you how much money
you have available in your
bank account

23. General Ledger
Primary report to summarize all
financial transactions by GL
account
End of each month and as needed
Displays full financial detail. Use
to navigate to transactions,
view timestamps, and find
reversed items

24. Trust Account Balance
Report of all trust account
current balances
Middle of each month
Review prior to end of month
and ensure balances are
accurate for tenants moving
out

25. Bill Detail
Detailed listing by GL account
of open bills in the system
Prior to doing bill pay function
Use this as a fast way to find
bills, paid or unpaid.

26. Check Register Detail (Enhanced)
Detail listing of all check
activity
End of month
Use this to review checks and
ACH Batches during bank
reconciliation

27. Charge Detail
Detail listing of all charges
and credits in the system by
property
Middle of the month
Use to find charges and
receipts with conflicting
dates

28. Deposit Register
Detailed listing of all deposits
in the system
End of month
Troubleshoot adjusted cash
balance mismatches

29. Financial Diagnostic
Specialized diagnostic report
to help identify possible
issues or discrepancies
Prior to doing end of month
activity
Ensures your liabilities and
cash are all in balance

30. Tips & Tricks
• Use “Dynamic Date
Range” date option to
enable “rolling date
range” reports

31. Tips & Tricks
• Monitor Vendor
performance and
support resident
retention
Group by Vendor – review complete time

32. Tips & Tricks
• Track and monitor
occupancy %
- Group by BD/BA or Sqrft or Status
- Occupancy % for every group!

33. Take Action!
• Take 10 minutes to
review all reports, note
ones for investigation
• Customize and Save
your favorite reports for
frequent ease of use

36. Editing & Creating Letters
• Basic portfolio of
letters provided
• Feel free to edit and
customize any letter
• Create your own
letters
• Use Mail Merge fields
to add
personalization
Some Initial Letters Provided
Edit and customize as
desired
Create your own letters

37. Sending Letters
• Great for
communications with
Tenants, Owners and
Vendors
• Can be sent by either
printing and mailing
or email
• Copy of letter
attached to the
individuals record
Filter for desired recipients
Send as email or
print and mail
Copies attached to
their record

38. Specialized Letters
• 3 Day Notices
• Send Owner Packets
• Tenant Unpaid
Charges
• Owner Portal
Announcement
• Tenant Portal
Activation

39. Take Action!
• Review and edit as
needed all provided
boilerplate emails
• Add all your own
letters
• Manage all formal
communications
through AppFolio to
keep as part of the
record

42. Summary
Reports Overview
• Running & Filtering a Report
• Customizing & Saving Reports
• Sending a Report
• Owner Reporting
• Top Favorite Reports
• A Few Tips & Tricks
Letters Overview
• Letters Overview
• Editing & Creating Letters
• Sending Letters
• Specialized Letters
• A Few Tips & Tricks

43. Polling Feedback
When will you start increasing use of these features?
• Today
• This Week
• This Month
• Not Sure

44. Where to Go For Help
Click the Help & Training link
at the top right of the page
1. Search the Help
2. Check the Community
3. Submit a Request