Board Management report

The Board Management report allows you to create a list of all properties with and without boards, within a specified timeframe.

To create your Board Management report:

1. Click Reporting on the main toolbar
2. Click Property in the side menu under Reporting Groups
3. Click Board Management under Property Reports
4. You can select from several Report Options under Your Report to filter by:
   1. Sale/Rent - (Any, Sales Only, Rentals Only)
   2. Overseas - (Include, Exclude)
   3. Order
   4. Direction
   5. Group
   6. Filter By - All, Hide Completed, Problem Boards, Boards Required, Boards Not Required
5. The report can be further filtered using the additional tabs under Your Report, such as by branch, user or any of the Report Columns
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 Board Management report shows the following information:

• Date
• Office - (branch)
• Property
• Postcode
• Status - (Let, Available, etc)
• Board - (No Board, Let, etc)
• Required - (Yes, No)

Related articles: 

Setting up a board contractor

Ordering/changing property boards

Board Changes report

Running reports

Setting up a scheduled report

Exporting reports

Report tokens