Step 2: The dashboard data

Prepare spreadsheet data

1. Open this spreadsheet

2. Notice that there are 2 tabs. The Months sheet contains the date range that will show in the dashboard (past 7 months). The Data sheet contains the aged receivables data for each of the 7 months. Now let's replace it with your data.

3. Make a copy of the spreadsheet (File -> Make a copy)

4. Rename the new spreadsheet to "Aged Receivables"

5. Star the new spreadsheet

6. In the new spreadsheet, click on Extensions -> Visata for Rent Manager -> Open sidebar (not seeing this option?)

7. Create a new report

   • Name: "Aged Receivables"

   • Report: Aged Receivables

   • Sheet: Data

   • Headers: Default

   • Refresh: Daily, 2 AM to 3 AM

   • Parameters:

     • Properties to Include: All properties

     • Bundle Periods: Monthly

     • As Of Date: Last day of each period

     • Change the Bundle Start and Bundle End to be dynamic by clicking the grid icon next to each input

     • Bundle Start: cell A2 from the Months sheet

     • Bundle End: cell B2 from the Months sheet

     • Tenants to Include: Current

     • Prospects to Include: check the box to include prospects

   • Columns:

     • Open the Data sheet and notice the orange columns. Now toggle exactly the same columns in the sidebar.

8. Click Save

9. Click Run report

Save as data source

• Open this link

• Click the copy button:

• Click Copy Data Source

• Close the tab with the template data source you copied

• Click STARRED

• Choose the spreadsheet we just created ("Aged Receivables")

• Choose the "Data" worksheet

• Leave the options as is

• Click Reconnect

• Click Apply

• In the top left corner, rename the data source to "Aged Receivables"

Open the dashboard

Time for step 3! Open the link below before continuing on:

https://lookerstudio.google.com/reporting/60997184-8c47-45b7-8b55-2e433aa124e0/page/QuHaD