Where is the make ready dashboard?

I would love to be able to pull a report that shows Revenue, expenses, and NOI daily for entire portfolio without having to go through financials of every property separately.

Under property set up you can upload contracts. I always find this something we chase down or cant locate current contracts and if you make it a habit to load there, it’s easy for anyone to retrieve.

Generate occupant. Often times we add roommates after the lease is executed. Generate occupant creates a related prospect record and application form to update.
I can't vouch for CRM. See my notes below. Also - try in dev first.
Add the roommate and save.
Click Data/Reports at the top of the newly added roommate screen.
Click Generate Occupants and you get the roommate screen pop up.
Generate Occupants is now Application Form to drill down to. Basically it forced an occupant to be added to the prospect table.
Now for the cons -
info does not flow back. Meaning phone numbers and emails entered on the app does not flow back into the roommate screen. You will have to enter manually. Pretty sure same with vehicle info.
I am running Voyager 70.08 CorePI v7.06 with Residential 7.16. If you are not running the same I suggest that you 1-enter/save the roommate. 2-navigate away from the new roommate screen and then go back in. Then Generate Occupant. If you didn't do this on an older version it glitched and caused a nameless roommate.
And finally, if the screen just flashes and you are back at the roommate screen when you click Generate Occupant then click F12 before clicking Generate Occupants and it will reopen the correct screen.

AP analytics - Payee ledger. Pull based on a key word, account number or vendor. Can see everything entered, payment status, etc. I am constantly using this to look up work done in a specific unit.

Yes, so do we and it’s great. If you need a reminder, you can click in the box and in you calendar, you will see memo. You can then click in it and it will take you to the message.