Critical Dates Not Set report

The Critical Dates Not Set report allows you to create a list of your properties that are missing certificates that you have marked as Critical, i.e. Gas safety certificates and Electrical safety certificates. 

Suppliers will also be listed where no indemnity insurance has been recorded against the supplier's contact record.  

The report can be used to ensure that all property and supplier critical event date types are dealt with, or, for bringing the outstanding critical event dates to the attention of the relevant company or individual.  

To create your Critical Dates Not Set report:

1. Click Reports on the main navigation bar
2. In the dropdown menu, click Classic reports
3. Click Property Management in the side menu under Reporting Groups
4. Click Critical Dates Not Set under Property Management Reports
5. You can select from several Report Options under Your Report to filter by:
   1. Order - (Event Type, Contact/Property/Tenancy, and Management Type)
   2. Direction
   3. Group - (Event Type, Contact/Property/Tenancy, Branch and Negotiator)
   4. Record Type - (Tenancy, Property, Contact, and Supplier)
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 Critical Dates Not Set report shows the following information:

• Event Type
• Contact/Property/Tenancy
• Property/Tenancy Status
• Management Type
• Branch
• Negotiator

• Related Help Centre articles that you may find useful.

  Setting up a scheduled report

  Exporting reports

  Report tokens