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 Reports on the main navigation bar
2. In the dropdown menu, click Classic reports
3. Click Property in the side menu under Reporting Groups
4. Click Board Management under Property Reports
5. 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
6. The report can be further filtered, grouped and ordered using the additional tabs under Your Report
7. 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
8. The report will automatically open in a new browser tab once created
   1. It'll also be available within your Report requests, allowing you to open it later should you wish. Click Open to open the report or Clear to remove it

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 Help Centre articles that you may find useful.

  Setting up a board contractor

  Ordering/changing property boards

  Board Changes report

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  Setting up a scheduled report

  Exporting reports

  Report tokens