Exporting reports

Alto enables you to export reports on all aspects of your business from registered applicants to the sales pipeline and lettings financials.

 Note

  • Reports that relate to the Property Management module 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
  1. Click Reporting on the main toolbar
  2. Select your chosen Reporting Group in the side menu
  3. Click the relevant report under "x Reports" that you wish to run and export 
  4. Configure the report to your needs. You can select from several Report Options under Your Report. The report can be further filtered using the additional tabs under Your Report, such as by branch or user
  5. You can click Create Report to generate a one off report, however, all reports can be exported into a .pdf, Excel or .csv document if you prefer to view it in an alternative format. Click the relevant Export option 

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  6. Once you click the relevant export format, a download appears at the bottom of the screen. Click the arrow to access the menu and click Open to open the report

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Related articles:

Running reports

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