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:

  1. Navigate to Adhoc Report >> Create Adhoc Report
  2. Add your desired fields to the report (e.g. Property, First Name, Last Name, Unit, Tenant)
  3. Make sure to add the Whale Deposit custom field (this shows as "Required: 1,000; Paid: 1,000)
  4. Save and then click "Run Report.
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