> ## Documentation Index
> Fetch the complete documentation index at: https://docs.casaai.dev/llms.txt
> Use this file to discover all available pages before exploring further.

# Exporting Financial KPIs to Excel/BI Tools

> Configure CasaAI exports and webhooks to deliver NOI, occupancy, and delinquency KPIs.

## 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

<Steps>
  <Step title="Select KPIs">
    * Open CasaBoard > Exports and choose KPIs (NOI, occupancy, delinquency\_rate, SLA\_cost).
      <Check>KPIs selected and saved.</Check>
  </Step>

  <Step title="Choose destination">
    * Pick S3/Drive (file) or webhook (stream) for BI tools.
    * For webhooks, provide HTTPS URL and shared secret header.
      <Check>Destination validated.</Check>
  </Step>

  <Step title="Schedule exports">
    * Set cadence (daily/weekly) and time zone.
    * Enable retries on failure.
      <Check>Next run scheduled.</Check>
  </Step>

  <Step title="Test a run">
    * Trigger a manual export.
    * Verify file delivery or webhook 200 OK.
      <Check>Test payload received at destination.</Check>
  </Step>

  <Step title="Connect BI">
    * Point Power BI/Tableau/Looker to the S3/Drive path or webhook sink.
    * Apply your visuals on top of the CasaAI dataset.
      <Check>Dashboard refresh succeeds.</Check>
  </Step>
</Steps>

## Example export config

<RequestExample>
  ```json POST /api/v1/financial/exports theme={null}
  {
    "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 }
  }
  ```
</RequestExample>

## Troubleshooting

<AccordionGroup>
  <Accordion title="Export not delivered">
    Check destination credentials and path. For webhooks, confirm HTTPS and 200 response; review retries.
  </Accordion>

  <Accordion title="KPI mismatch">
    Verify COA mapping and data freshness; rerun after sync completes.
  </Accordion>

  <Accordion title="BI refresh failing">
    Confirm the dataset path/URL hasn’t changed and credentials are valid; test with a manual export.
  </Accordion>
</AccordionGroup>