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

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.

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.

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

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

Emails (bulk sending)

Letters/Documents (bulk sending)

SMS Text (bulk sending)

For reports to show funds held for each Contact these are reported via the Bank Account Balance.

Additional reporting is available from Management reports.