Tenancy Details report

The Tenancy Details report allows you to create a list of your tenancies and then filter them by their property status, management type, tenancy status and branch.

To create your Tenancy Details report:

1. Click Reporting on the main toolbar
2. Click Lettings in the side menu under Reporting Groups
3. Click Tenancy Details under Lettings Reports
4. You can select from several Report Options under Your Report to filter by:
   1. Overseas - (Include/Exclude)
   2. Order
   3. Direction
5. The report can be further filtered using the additional tabs under Your Report, such as by branch or user
6. Click Create Report to generate a one off report
   1. You can also Export the report into a .pdf, Excel or .csv document if you prefer to view it in an alternative format
7. The report will automatically open in a new browser tab once created
   1. The report also appears as a Page icon next to your login name on the main toolbar. Should it not open automatically, or if it's closed accidentally, hover over the icon and click Open next to the report

The Tenancy Details report shows the following information:

• Property Address
• Tenant name and Address
• Tenant Phone number
• Tenant Email
• Landlord name and Address
• Landlord Phone number
• Landlord Email
• Tenancy Start Date
• Tenancy Term
• Management Fee
• Break Clause

Related articles: 

Running reports

Setting up a scheduled report

Exporting reports

Report tokens