This article details the process of updating the Monthly Renewal Retention Summary Report.

  1. Login to the intranet.
  2. In the address bar, add /wp-admin to the existing address so that it looks like this: https://intranet.apcompanies.com/wp-admin, then hit enter or retrun.
  3. The Admin Dashboard will load.
  4. Upload the new report by hovering over the "Media" menu in the left hand sidebar and then select, "Add New" from the fly out menu.
  5. Locate the report you want to upload and drag and drop it in the box that says, "Drop Files Here".
  6. After the file uploads, click on the "Edit" link to the right of the file name.
  7. A new tab will open and then you need to copy the File url which should be located in a field near the top right hand corner of your screen. Be sure to copy the entire url.
  8. Go back to the tab where you uploaded the file and then select "Pages" from the menu on the left hand side of the screen.
  9. User the search box at the top right of the list to search for acquisitions. The first result in the list should look like this: — — Acquisitions / Asset Management | Parent Page: Conventional Apartment Rental Management
  10. Click on the "edit" link just below that page name. You may have to hover your mouse below the page name in order for the "edit" link to appear.
  11. After you click on the "edit" link, the Page editor will appear.
  12. Look for the module titled Monthly Renewal Retention Report. Once located, click on the three stacked lines to edit the module settings.
  13. When the settings panel opens, scroll down to the "Link" section and then paste in the File url that you copied in the url field.
  14. Click the green "Save and Exit" button at the bottom of the settings panel. The settings panel should close.
  15. Click on the blue "Update" button which should be located on the right hand side of the screen.
  16. Once the page updates, you should get a confirmation message at the top of the screen that says: Page updated. View page - (View page will be a link)
  17. Click on the View page link and then click on the Monthly Renewal Retention Summary link to make sure that the version you uploaded is what appears.

Below are video instructions for performing this process.