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  2. Reporting

Reporting

Property Reporting

  • Running reports
  • Printing address labels
  • Board Changes report
  • Board Management report
  • Checking which keys are signed out (Key Book) report

Applicant Reporting

  • Applicants Registered report
  • Applicants By Rating report
  • Applicants who haven't viewed a property (Applicants Not Viewing) report
  • First Time Buyers report
  • Applicants Phone and File Logs report

Lettings Reporting

  • Let Agreed report
  • Tenancies due to Expire report
  • Tenancy Details report

EPC Reporting

  • EPC report
  • EPC Missing report
  • HIP/EPC Due To Expire report

Property Management

  • Critical Dates Not Set report

Property Management Financials

  • Reporting on Fees
  • The Client Bank Balances report
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