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 or 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 appear as a Page icon next to your login name on the main toolbar. Hover over the icon and click Open next to the report

tenancy_details_report.png

The Tenancy Details report shows the:

  • Property address
  • Tenants name and address
  • Tenants phone number
  • Tenants email
  • Landlord name and address
  • Landlord phone number
  • Landlord email
  • Tenancy start date
  • Tenancy term
  • Management Fee
  • Break clause

 Note

If you close the Report Requests window (Page icon), you can click on the icon again to reopen the report requests

Related articles: 

Running reports

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