1. Click the Dottid Logo to view the Launchpad. Click into the Export Reports section in the top right corner of the screen.
2. Select the report you would like to export from Dottid. You have the choice between Lease Activity, Inactive Deals & Inquiries, Vacancies, Rent Rolls, or CapEx.
3. You can group your export by selecting from the following: Market, Fund, Portfolio, Property, Brokerage, or Starred Deals.
4. After selecting your Export Type & Group and selecting how many tabs you would like to include, click Next.
5. Select the fields you would like included on your report. You will need to select the fields for each individual report you selected on the previous page. After selecting the fields for each report, click Next.
6. Finally, rearrange the order of your selected fields by dragging and dropping. You will need to do this for each individual report you chose to export. Top to bottom in Dottid = columns left to right on your Excel reports. Then, click Export.
7. Once the report downloaded, you will be able to open the file via Excel. View sample reports below.
PRO TIP
Dottid is intelligent enough to remember and save your preferences for future reports after your first selections and exports.