Import Status
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Import Results
| Destination | KV Key | Records | Status |
|---|
Rent Roll
Updates occupancy, vacancy, leases, unit data, and future residents for all properties.
portfolio:latest · [slug]:latest
Drop .xlsx here or click to browse
.xlsx · Entrata export
Resident Renewal Offers
Tracks renewal pipeline status per unit. Shows in the rent roll table for leases expiring within 90 days and all MTM units.
renewals:latest
Drop .xlsx here or click to browse
.xlsx · Entrata Resident Renewal Offers export
Financial Reports
Select report type — system auto-detects the date from the file.
portfolio:[type]_[YYYY_MM] · [slug]:[type]_[YYYY_MM]
Drop .xlsx here or click to browse
.xlsx · Entrata export
Leasing Reports
Leasing Performance (traffic, leads, conversions) or Weekly Performance summary.
portfolio:leasing_[period] · [slug]:leasing_[period]
Displayed on owner portals alongside neglected lead data.
Drop .xlsx here or click to browse
.xlsx · Entrata Leasing Performance export
Maintenance Reports
Work order counts, completion rates, avg days open, and material/labor costs per property.
portfolio:maint_[period] · [slug]:maint_[period]
Drop .xlsx here or click to browse
.xlsx · Entrata Maintenance Summary export
Resident Retention
Two separate files: look-back (renewals, NTV, move-outs) and look-forward (pending, upcoming). Both share the same period selector.
portfolio:retention_[back|fwd]_[period] · [slug]:retention_[back|fwd]_[period]
Look-back
Renewals, NTV, Move-outs
Look-forward
Pending, Upcoming renewals
Lead Data
Lead response time, neglected leads, and contact rates per property. Feeds EOS weekly scorecard.
portfolio:lead_[period] · [slug]:lead_[period]
Drop .xlsx here or click to browse
.xlsx · Entrata Lead Data (RB) export
Work Order Reports
WO Performance (priority/SLA summary) and WO Details (per-WO drill-down with resolution times). Feeds EOS and Maintenance dashboards.
portfolio:woperf_[period] · portfolio:wodetail_[period]
WO Performance
.xlsx · Entrata export
WO Details
.xlsx · Entrata export
Maintenance Timesheet
QuickBooks Time CSV — maintenance employees. Calculates property billbacks including overtime (Sun–Sat) and mileage allocation.
payroll:latest · payroll:[period]
Drop .csv here or click to browse
.csv · QuickBooks Time export (maintenance employees)
Onsite Billing
Registry-driven onsite charge (budgeted ÷ 2) + onsite mileage, per property, by pool toggle. Onsite-only properties (Lakeview, Alden) get an onsite-only invoice. No CSV — pick the period, optionally pull onsite miles from miles.praxia.report.
payroll:onsite_billing_latest · payroll:onsite_billing_[period]
🚗 Onsite Mileage
Pulls trips for this period logged by onsite employees only (People & Roles Payroll Type = Onsite), split across the onsite-mileage pool.
Onsite miles: not pulled yet (bills $0 mileage until pulled).
No reports in this category yet.
🏗️ Property Admin
The registry — single source of truth for every property. Add a property, mark it active / inactive / onboarding, set its allocation pools (which splits it shares in), and its invoice code & bill-to. Every change is audited. Money schedules (onsite ÷ budget, 12 months) are edited below.
| Property | Status | MP | OP | MM | OM | PS | Invoice |
|---|
MP=maint payroll · OP=onsite payroll · MM=maint mileage · OM=onsite mileage · PS=Praxia split. Click a pool cell to toggle (audited).
💵 Market Rents
Market rent for every Building + Unit Type in the portfolio. Drives Vacancy Loss on the dashboard (vacant units × market rent, and 5% of that as Mgmt Fee Loss). Rows are generated from the current rent roll — if a new building or floor plan appears, it shows up here automatically. Blank rows count as $0, so an unset rent makes vacancy loss read low.
Loading rent roll…
🔒 Owner Portal Financial PIN
4-digit PIN required to view the Financial section of each property's owner portal. Leave blank to leave that property's financial section ungated. Changes take effect immediately — no redeploy needed.
📝 Owner Portal Report Editor PIN
PIN that lets a site manager EDIT the daily report inside that property's owner portal (owners without it see the report read-only). Separate from the Financial PIN. Leave blank to disable report editing for that property. Changes take effect immediately — no redeploy.
🔓 Unlock a Daily Report (Admin override)
Daily reports auto-lock at 11:59 PM MT. Use this to reopen a specific past report for correction — it becomes editable again in that property's owner portal (with the editor PIN).
⚙️ Payroll Rates
Maintenance hourly rate, overtime multiplier, and mileage reimbursement rate.
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👥 Onsite Employees
Now managed in People & Roles — set a person's Payroll type to Onsite and enter their salary/hourly rate there. This keeps one master employee list.
🔑 People & Roles
Maps each person's Google login email to a name and role, shared across all Praxia apps. "Admin" sees every nav link and all data; "Regular" has no Import/Invoice/Payroll nav links and only sees their own mileage. "Require Other note" forces a description any time that person logs a miles.praxia.report trip from/to "Other."