Alto enables you to report on all aspects of your business from registered applicants to sales pipeline and lettings financials.
Note
- Reports that relate to Property Management are located under the Property Management and Property Management Financials Reporting Groups
- Reports that relate to Accounts are located under the Property Management Financials Reporting Groups
- Click Reports on the main toolbar
- Click the relevant type of report in the side menu, under Reporting Groups
- Click on the report required
- You can select from several Report Options, Branch Filtering and Report Columns under Your Report to filter the report
- You can schedule the report to run automatically (end of month/weekly) by setting up a Report Schedule
For more information on Setting up a scheduled report, click here
- You can schedule the report to run automatically (end of month/weekly) by setting up a Report Schedule
- Click Create Report to generate a one off report
- You can also Export the report into a .pdf, Excel or .csv document if you prefer to view it in an alternative format
For more information on Exporting reports, click here
- You can also Export the report into a .pdf, Excel or .csv document if you prefer to view it in an alternative format
- The report will automatically open in a new browser tab once created
- It'll also be available within your Report requests, allowing you to open it later should you wish. Click Open to open the report or Clear to remove it