Reports
The following Reports are available. Note that the contents of the reports will be based on the Filters selected. Selected reports provide options on the Report Viewer screen for selecting Detail Level:
Reports are broken down in to the following groups:
Contact
- Address Labels - Produces labels using industry standard stationary formats.
- Applicant Charts -Produces various charts based on Applicant data
- Bank Accounts - Produces a list of each Contacts Bank Accounts
- Browse Contacts On-Screen - Browse through Contacts on-Screen
- Contact Charts - Produces various charts based on contact data.
- Contact Export - Produces an export file (in .CSV format) ready for mail merging or important into other applications.
- Contact List - Produces a list of Contacts
- Contact Property Requirements- Produces a print of a Contact's Property Requirements
- Task Charts- Produces charts based on Tasks created
- Task List - Produces a Task List grouped by assigned user
- Task/Notes List - Produces a Task/Notes List
Appointment
- Appointment Analysis by Contact - Produces a list of Appointments per Contact
- Appointment Analysis by Property - Produces a list of Appointments per Property
- Appointment Analysis by User- Produces a list of Appointments per User
- Appointment Charts - Produces various charts based on Appointment data
- Appointment List - Produces a list of appointments
Property
- Key List - Produces a list of keys held against each property
- Potential Buyers List - Produces a list of potential buyers for a property
- Property Charts - Produces various charts based on property data
- Property Commission (Sales) - Produces a list of Properties
- Property Disinstructions - Produces a list of Disinstructed Properties
- Property EPC List - Produces a list of Properties with EPC Details
- Property List - Produces a list of Properties
- Property List with Pictures - Produces a List of Properties with Pictures
- Property Marketing Analysis - Produces a list of Properties with details of Marketing Activity
- Property Offers by Property - Produces a list of Property Offers broken down by property
- Property Offers by User - Produces a list of Property Offers broken down by user
- Property Portfolio Report - Produces a list of Properties with details of Tenancies
- Property Sales Pipeline - Produces a list of Property Sales
- Property Sales Pipeline Charts - Produces charts based on Property Completions
- Property Yield - Produces a list of Properties and their potential Yield
- Send Property Details - enables property details, method and response to be recorded against contacts Details Sent / Offers . Note Contacts must be selected prior to running the report.
Financial
- Bill Commission - details commission earned from Bill payments
- Bills - List of Bills raised (paid & unpaid)
- Deposit List - Produces a list of Deposits held against each Contact with a Balance
- Managements Fees Revenue Forecast - Produces a forecast of Management Fees due over a period of months
- Product Balance Report - Details transactions per Product grouped by Cost Centre
- Product Sales By Contact - Details Product Sales grouped by Contact
- Product Sales By Property - Details Product Sales grouped by Property
- Product Sales Charts - Produces various charts based on Product Sales data
- Product Sales Report - Details Product sales grouped by Cost Centre
- Transaction Aged Debtors Detail - Aged Debtors Report - details individual debts with days overdue
- Transaction Aged Debtors Summary - Aged Debtors Summary Report - summary of debts per Contact breaking down overdue Charges day categories
- Transaction Cashing Up Report - Produces a list of payments received broken down by Payment Method
- Transaction Fees List by Property Assigned User - Produces a list of Transactions grouped by Property Assigned User in chronological order
- Transaction List - Produces a list of Transactions grouped by Property Assigned User in chronological order.
Lettings
- Landlord List - Produces a list of Landlords and their Properties, Tenants and Bank Details
- Rent Guarantee List - Produces a list of Rent Guarantees
- Tenancies List - Produces a list of Tenancies
- Tenancies Charts - Produces various charts on Tenancy data
- Tenancy Commission Report - Produces a list of Tenancies and commission by User
Property Management
- Certificate List - Produces a list of Certificates with their Start and End Dates
- Property Inspections - Produces a list of Properties requiring Inspection
- Work Order Charts - Produces various charts based on Work Order data
- Work Order List - Produces a list of Work Orders
Emails (bulk sending)
Letters/Documents (bulk sending)
SMS Text (bulk sending)
Additional reporting is available from Management reports.
For reports to show funds held for each Contact these are reported via the Bank Account Balance.