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User Profiles

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The Real Estate Manager allows the users to effectively navigate and utilize the platform's features like managing their profiles, accessing jobs, and configure settings with ease.

Under the My Profile tab, users can view the following options:

  • Logged-in user name: The username of the logged-in user.

  • Change Password: Securely update the user’s log-in credentials.

  • Access My Jobs: View and manage current jobs.

  • Manage Settings: Customize personal and system preferences for a tailored experience.

  • About: Gain insights on the version number, client and username.

  • Logout: Safely exit the platform to protect user data and privacy.

Manage Settings

The user can manage the following profile settings:

  • Date and Time Format

  • Calendar Feed Notifications

  • Email and Job Subscriptions

Email and Job Subscriptions

This tab allows the users to manage job subscriptions, which creates a new job on a recurring basis and optionally sends an email on completion of the job. The job results will also be available in Reporting/ My Jobs list. There are two types of subscriptions available:

  • Critical Dates: Automated notifications for important deadlines.

  • Custom Reports: Scheduled delivery of saved custom reports.

Access Subscription Settings

  1. Click on your profile icon on the top-right corner.

  2. Navigate to My Settings > Email and Job Subscriptions.

  3. You can see the details of the existing subscriptions including:

    • Subscription name

    • Job type

    • Recurrence pattern

    • Status (enabled/ disabled)

    • Email recipient

    • Actions (Edit/ Delete)

  4. Click Edit to make changes to the existing subscription.

  5. Click Delete to delete an existing subscription.

  6. Click Create new subscription to create a new one.

Setting Up a Critical Dates Digest Subscription

In the subscription form, review or update the following:

  • Job name

  • Frequency (For example, first of every month)

  • Next due date (You can set a past date to trigger an immediate email).

Apply Filters

Real Estate Manager allows users to apply filters when managing subscriptions to the Critical Dates Digest. This enables more targeted and relevant email reports, helping users stay focused by surfacing only the most important information. By eliminating noise and delivering personalized digests, users can make better-informed decisions with greater efficiency.

  1. Scroll down to the Filters section.

  2. You can filter the digest by:

    • Terms

    • Include Overdue Dates

    • Business Units

    • Asset Types

    • Task Categories

    • Assignees

    Note: If no filters are selected, all data will be included by default.

  3. To select multiple items, hold Ctrl (Cmd on Mac) and click the desired options.

Save the Subscription

  1. Click Save to apply your changes.

    Note: Existing subscriptions continue to work without changes.

  2. A confirmation message will appear. The system will send the digest email to the configured address.

    Note: Subscriptions remain private and cannot be forwarded to others.

View Digest Report

  1. Navigate to Reports > View Current Jobs.

  2. Locate your job in the My Jobs list.

  3. Refresh the page if needed to see the latest status.

Setting Up a Custom Report Subscription

The Custom Reports and Subscriptions feature in Real Estate Manager enables commercial real estate teams to automate the delivery of critical reports and deadline reminders. Whether you're tracking lease expirations, rent escalations, compliance milestones, or portfolio performance, this feature ensures the right data reaches the right people.

Instead of manually generating reports or checking dashboards, users can subscribe to saved reports or critical date digests and receive them via email on a recurring schedule.

Why This is Useful

  • Lease Administrators can receive automated alerts for upcoming lease renewals or expirations.

  • Asset Managers can track performance metrics across properties without logging in daily.

  • Controllers and Finance Teams can schedule monthly or quarterly reports for invoicing, accruals, or compliance.

  • Executives can stay informed with high-level summaries delivered directly to their inbox.

How It Works

Save Your Custom Report

Go to the Reporting page and create a custom report. Make sure it’s saved (not just a built-in or canned report).

Access Subscription Settings

  1. Navigate to My Settings and locate the section labeled Email Job Subscription.

  2. Click Create New Subscription.

Configure Subscription Details

Enter the following details:

  • Job name- a descriptive name for the subscription.

  • Frequency- How often the report should be sent. For example, weekly, monthly, quarterly, annually.

  • Next due date- The first delivery date.

  • Email address- The email address to which the report should be sent.

  • Enable status- Ensures the subscription is enabled to activate the job.

Select Your Report

From the drop-down menu, select the custom report you want to subscribe to.

Note: You can only select one report per subscription. To subscribe to multiple reports, create separate subscriptions for each.

Note: Click Go to report definition to view the details of the filter for the selected custom report.

Save Subscription

  1. Click Save to create the subscription. Once set up, your report will be emailed to you whenever it runs and there is no need to log in or click anything.

  2. Your new subscription will appear in the subscriptions list.

  3. You can edit the subscription anytime by clicking the Edit option. To delete a subscription, click Delete.

Note: The user can also set up subscription from the Custom Reports screen. When viewing a custom report, click View My Subscription next to the report name. This opens the subscription setup page. Select Custom Reports from the drop-down, choose the desired report from the list, then complete the configuration steps (job name, frequency, next due date, email address, and enable status) following the steps mentioned above. 

Email Example

Here’s what your email might look like:

Subject: Real Estate Manager: 'Monthly invoice costs' Custom report [subscription]

Body:

Hello,

Your subscribed report 'Monthly invoice costs' is attached.

Thanks,

Real Estate Manager

Report Submitted: 31/12/2025 12:34:56

Company: Acme | Job ID: 123 | Subscription ID: 456

Manage your subscriptions

Important Notes

  • You can only subscribe to saved custom reports (those with a “delete” option next to them).

  • If a report is deleted or made private by another user, your subscription will be disabled automatically.

  • You’ll see a message if a report you’re subscribed to becomes unavailable.

  • Editing a saved report updates future subscription jobs with the new settings.

  • You can change which report a subscription runs, but not the subscription type once it’s created.

Why It Matters

  • Save time with automated delivery.

  • Stay informed with up-to-date reports.

  • Customize your preferences for format and frequency.

  • Manage everything easily from one place.

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