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Prerequisites

  • Financial Reporting and Dashboard & Insights modules enabled.
  • Chart of accounts mapped; KPIs configured (NOI, occupancy, delinquency).
  • Destination ready: S3/Drive folder or webhook endpoint for BI.

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Steps

1

Select KPIs

  • Open CasaBoard > Exports and choose KPIs (NOI, occupancy, delinquency_rate, SLA_cost).
    KPIs selected and saved.
2

Choose destination

  • Pick S3/Drive (file) or webhook (stream) for BI tools.
  • For webhooks, provide HTTPS URL and shared secret header.
    Destination validated.
3

Schedule exports

  • Set cadence (daily/weekly) and time zone.
  • Enable retries on failure.
    Next run scheduled.
4

Test a run

  • Trigger a manual export.
  • Verify file delivery or webhook 200 OK.
    Test payload received at destination.
5

Connect BI

  • Point Power BI/Tableau/Looker to the S3/Drive path or webhook sink.
  • Apply your visuals on top of the CasaAI dataset.
    Dashboard refresh succeeds.

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Example export config

{
  "destination": "s3",
  "bucket": "casaai-finance-exports",
  "path": "reports/noi-weekly.csv",
  "kpis": ["noi", "occupancy", "delinquency_rate", "sla_cost"],
  "schedule": "0 7 * * MON",
  "timezone": "America/New_York",
  "retry": { "max_attempts": 3, "backoff_seconds": 30 }
}

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Troubleshooting

Check destination credentials and path. For webhooks, confirm HTTPS and 200 response; review retries.
Verify COA mapping and data freshness; rerun after sync completes.
Confirm the dataset path/URL hasn’t changed and credentials are valid; test with a manual export.