Downloading Tenant Directory from Appfolio

1. Login to Appfolio. 
 
2. On the left side of the screen under the section titled ‘Dashboard’, select ‘Reporting’ to open options listed underneath. Click on ‘Reports’. In the center section of the screen, there will be different kinds of reports listed that you can select (Tax Reports, Tenant Reports, Transaction Reports, etc.) 
 
3. In the box with the headline ‘Tenant Reports’, you’ll find the link for ‘Tenant Directory’. 
 
4. Select the Tenant Directory link. 
 
5. On the ‘Tenant Directory’ page, there is a button on the top right labeled ‘Customize’. A small box will appear in the center of the screen that will allow you to include/remove columns such as ‘Unit’, ’Sq. Ft.', 'Market Rent', etc. 
 
6. The information that we need from the Tenant Directory are: 'Tenant Name' 'Rent' 'Lease From' 'Lease To' 'Property Address' 'Email' and 'Past Due.'
 
7. Then, select the tab labeled 'Grouping' and then, 'Do not group rows'. Select the 'Update' button at the bottom of the pop-up box, then 'Save'.
 
7. Once you've selected the required boxes under 'Customize', return to the Tenant Directory. At the top right near the 'Customize' button, you’ll find a button labeled 'ACTIONS'. Under that button, you’ll find the option to 'Export as CSV'. 
 
8. Export a CSV for the Tenant Directory, then e-mail it to rentroll@pinata.ai
 
Thanks!
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