Add Whale deposits to Yardi reports
Yardi ad hoc reports allow you to generate a report that shows a 360 degree view of the deposits held either by the property or Whale for your entire portfolio. Here's how:
- Navigate to Adhoc Report >> Create Adhoc Report
- Add your desired fields to the report (e.g. Property, First Name, Last Name, Unit, Tenant)
- Make sure to add the Whale Deposit custom field (this shows as "Required: 1,000; Paid: 1,000)
- Save and then click "Run Report.