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Anna Wilkie
Updated

Due Diligence: Select a Property and Download Tables and Data Exports from the Property Dashboard

Anna Wilkie
Updated

The Property Dashboard in Manage lets you download individual data tables or a full property export as CSV files. Use it for detailed inspection and item-level data that PDF reports don't capture.

Open the Property Dashboard in Manage

  1. Log in to Manage
    Log in to Manage at https://manage.happyco.com/.
  2. Go to the property folder
    Navigate to your desired property folder.

    The property folder selector in Manage

  3. Open the Property Dashboard tab
    Click the Property Dashboard tab.

      Tip

    You'll see several data tables and visual summaries related to your inspections.

  Finding the right property when you have several

For step 2: after you log in to Manage, click Select Property in the top-left corner, search for the property you want, and select it to open it.

To find a specific order, open the DD Orders tab and select the order from the list.

  Which property, project or ticket is an export for?

Use the property name. Exports are pulled from that property's folder in Manage, and the same property appears on your order under the DD Orders tab.

Check which property a Service Request belongs to (in Manage)

  1. Open the DD Orders tab in Manage
    In Manage, open the DD Orders tab.

      Tip

    Check in Manage instead of your email.

  2. Open the order
    Open the order the request was made from.

      Tip

    Each order is for one property.

  3. Review the requests on the order
    Your requests and the team's replies are listed on that order.

Download a full property data export

  1. Open the Actions menu
    From the Property Dashboard page, click the Actions menu in the upper-right corner.
  2. Select Export Property Data
    Select Export Property Data.

      Tip

    This generates a CSV file with a wide range of inspection and unit data for the entire property.

What the full property export includes

The CSV file contains inspection and unit data such as:

  • Unit numbers, building identifiers, and inspection status
  • Item-level condition ratings
  • Notes and comments
  • Cost estimates (if applicable)
  • Associated photo data and repair/replacement designations

Download an individual table from the Property Dashboard

1.  Hover over a table

Hover your mouse over any table (for example, Unit Inspection Overview or Top 20 Repair Items).

2.  Open the table menu

Click the hamburger menu that appears on the right-hand side of the table.

3.  Select Download Data

Select Download Data.

Select Download Data

Available Property Dashboard tables

Each table provides targeted insights into a specific area of your inspection data. For example, the Unit Walk Inspection Matrix is often used to quickly confirm inspection coverage and identify skipped units.

  • Unsynced Photos
  • Unit Inspection Overview
  • Top 20 Repair Items
  • Repair/Replace/Missing Items Export
  • Top 20 Replace Items
  • Unit Inspections – Item Condition Summary
  • All Item/Rating Summary
  • Unit Walk Photo List
  • Unit Walk Inspection Matrix
  • Unit Walk Notes Summary
  • Unit Walk Inspection Data Export

  Dashboard updates are not real-time

Data may take up to 1–2 hours to refresh after new inspection activity. There is no manual refresh option: to view the most recent data, refresh your browser periodically.

  File format

All table exports download as .csv files, which can be opened in Excel, Google Sheets, or any other spreadsheet software.

  Data missing from your PDF reports?

If you're looking for inspection data that doesn't appear in your PDF reports, the Property Dashboard exports are often the best place to find it. Use them to track inspection progress, review detailed item data, or confirm that all photos and notes have synced properly.

Frequently asked questions

I was asked which ticket or project my export is for. What do I give?

Use the property name. Exports are pulled from that property's folder in Manage, and the same property appears on your order under the DD Orders tab.

Does my Service Request confirmation email tell me which property the request is for?

To check which property a request belongs to, look in Manage instead of your email. Every Service Request is made from a specific order, so it stays attached to that order and its property. Open the DD Orders tab, open the order, and your requests and the team's replies are listed there.

Need help from the Due Diligence team?

The Due Diligence team is happy to assist. Hours of operation: M–F, 7 AM to 5 PM PST.

Further Reading

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