Leases Dashboard

This article will walk you through customizing and adding widgets to your applications dashboard.

Index

• Viewing the Leasing Dashboard
• Configuring the Dashboard
• Adding Widgets
• Widget Setup

Main Dashboard

• To view your leases dashboard you can click the leases tab and then click "Dashboard". This will show you the default leasing dashboard that you have configured. This dashboard is on a per user basis so all users can customize this dashboard to their needs.

Configuring your Dashboard

• To start configuring your dashboard you can click the green actions button and click on "Configure Dashboard".
  
  
  
  

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• This will allow you to edit the current widgets you have selected on the dashboard. The first thing you will notice is a "X" in the top right of every widget. You can click this to remove any widgets from your dashboard. Make sure to click save to confirm any changes made.

• You also have the option to click and drag the arrow in the bottom right corner of every widget. This will allow to to edit the scale of the widget it you would like to make it smaller or larger. Make sure to click save to confirm any changes made.

• If you click anywhere on the widget you will also be able to drag and drop it to different areas. This will allow you to move around the widgets to any position you prefer. Make sure to click save to confirm any changes made.

• If you ever need to edit edit any of your current widgets you can click the gear icon in the top right of the widget. This will allow you to edit the current settings and filters that are being displayed. 
  
  

Adding Widgets

• You can add an assortment of different maintenance widgets by click the green actions button and clicking "Add Widget". 
  
  

• From this page you will be able to pick from the main list of widgets. These are the following groups:
  
  
  

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  • Rent Statistics- This will allow you to display the average rent and the total rent of all of the leases in the system.
    
    
    
    
    
    

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  • Lease List- This will allow you to choose from columns like start date, end date, tenants, status, etc. It will also let you select from a list of filters to customize this widget to your preference. A good use case for this is for grouping pending move outs or move ins.
    
    
    
    
    

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  • Lease Balance Statistics- This will allow you to display a number of statistics like current charges, current rent charges, and current balance paid.
  
   
  

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  • Lease Group- This allows you to display a graph based on your lease count. This can be filtered by an assignee, creation date, and move in date.
    
    
    
    

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  • Lease By Month- This will allow you to display a graph based on move ins and move outs over a span of time. This can also be filtered down to an assignee, move in date, or move out date.
    
    

Example Widget Setup

• For this example we will use the "Lease List" custom widget. Once selected you will see the follow settings and filters:
  • Title- This is where you can put a custom name that will display on the widget.
  • Columns to Display- This will show all the columns that can be added to the widget. This includes things like unit, tenants, start date, days until lease ends, etc.
  • Sort By- Allows you to sort the order by date created (newest to oldest),  move in date (oldest to newest), etc.
  • Number of Items- This will be the number of rows that display on the actual widget before you have to click "Show More".
  • Filters- This allows you to filter down even more using filters like move out date, pending move in, lease status, etc.

When you are complete with your settings and filters make sure to click "Update" to add the widget to your dashboard. This will add the widget to the bottom of you dashboard. If you would like to edit the size or position of this widget you can follow the "Configure Dashboard" section of this article.

• If you need any further assistance with creating custom application widgets, please don't hesitate to contact our support team at support@rentvine.com. We are here to help you with any customizations you may require.