Exporting Financial KPIs to Excel/BI Tools

{
  "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 }
}

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.

Steps

Select KPIs

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

Choose destination

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

Schedule exports

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

Test a run

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

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.

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 }
}

Troubleshooting

Export not delivered

Check destination credentials and path. For webhooks, confirm HTTPS and 200 response; review retries.

KPI mismatch

Verify COA mapping and data freshness; rerun after sync completes.

BI refresh failing

Confirm the dataset path/URL hasn’t changed and credentials are valid; test with a manual export.

Creating a Maintenance Request Workflow

​Prerequisites

​Steps

​Example export config

​Troubleshooting

Prerequisites

Steps

Example export config

Troubleshooting