Whenever Entrata takes on a new technology project, we start with the research. Many of our clients participate in interviews, we observe their processes and listen to their ideas. Then the design work begins. After bringing stakeholders and strategy teams together to hammer out priorities, prototypes are built and tested with users, leading to the ‘wash-rinse-repeat’ process of identifying problems, fixing things that don’t work, and testing again.
Over the last year since we started talking about Entrata’s new reporting framework, this process has been hard-at-work, as we collect and respond to client feedback and move toward a reporting platform that addresses the needs and challenges of property management users. At Entrata’s Summit in September, Entrata’s team reported the results to our clients.
New features have been added to make reporting less overwhelming, more transparent, and consistent across organizations. Entrata replaced filter sets with instances and gave users the power to customize Entrata’s reports to their properties’ needs, lock down reporting to make sure people were seeing the reports as intended, and help reduce bloated report stacks, making the 15-20 reports that are used most frequently easy to find.
New features to the reporting framework include updates to the reporting workflow to allow users to save time and energy setting up permissions and generating reports. Admin users will be able to view the company reports page from the perspective of any user or group, helping ensure permissions are set up correctly.
Entrata’s new reporting framework is now available to all users. Migration tools have been built in to help organizations adopt the new framework with as little disruption as possible to property staff. “We decided to flip the switch in June,” said Nikki Chambers, director of systems & training at Hanover Company. “We used the self-migration tool for all of the reports. It was really easy and took me about a day. Then to build the additional custom reports we wanted took another week. We turned it on for select users in July and released it globally in August.”
For more information on implementing the new reporting framework, contact your Customer Success Manager.