The EPC report allows you to create a list of all EPC orders broken down by Order status of Ordered and Completed.

To create your EPC report:

  1. Click Reporting on the main toolbar
  2. Click EPC in the side menu under Reporting Groups
  3. Click EPC under EPC Reports
  4. You can select from several Report Options under Your Report to filter by:
    1. Order
    2. Direction
    3. Group
  5. The report can be further filtered using 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

epc_report.png

The EPC report shows the following information:

  • Ordered
  • Ref
  • Property
  • Office
  • Order status
  • Order Reference

 Note

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

Related articles: 

Adding an EPC to a property

EPC Missing report

HIP/EPC Due To Expire report

Running reports

Setting up a scheduled report

Exporting reports

Report tokens

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