Reports
📑 Available Reports in Acquaint
The following reports are available within Acquaint. Please note that report contents are determined by the filters selected prior to generation.
Some reports also offer options within the Report Viewer to select the Detail Level for more granular insights.
👤 Contact Reports
Address Labels: Generates labels using industry-standard stationery formats.
Applicant Charts: Visual charts based on applicant data.
Bank Accounts: Lists each contact’s bank accounts.
Browse Contacts On-Screen: Enables on-screen browsing of contacts.
Contact Charts: Charts based on contact data.
Contact Export: Exports contact data in
.CSVformat for mail merges or external applications.
Contact List: Generates a list of contacts.
Contact Property Requirements: Prints a contact’s property requirements.
Task Charts: Charts based on created tasks.
Task List: Task list grouped by assigned user.
Task/Notes List: Combined list of tasks and notes.
💰 Financial Reports
Bill Commission: Details commission earned from bill payments.
Bills: Lists bills raised (paid and unpaid).
Deposit List: Lists deposits held against each contact with balances.
Management Fees Revenue Forecast: Forecast of management fees due over upcoming months.
Product Balance Report: Transactions per product grouped by cost centre.
Product Sales by Contact: Product sales grouped by contact.
Product Sales by Property: Product sales grouped by property.
Product Sales Charts: Charts based on product sales data.
Product Sales Report: Product sales grouped by cost centre.
Transaction Aged Debtors Detail: Individual debts with days overdue.
Transaction Aged Debtors Summary: Summary of debts per contact, broken down by overdue day categories.
Transaction Cashing Up Report: Payments received, grouped by payment method.
Transaction Fees List by Property Assigned User: Transactions grouped by property assigned user in chronological order.
Transaction List: Full transaction list grouped by property assigned user.
📅 Appointment Reports
Appointment Analysis by Contact: Appointments grouped by contact.
Appointment Analysis by Property: Appointments grouped by property.
Appointment Analysis by User: Appointments grouped by user.
Appointment Charts: Charts based on appointment data.
Appointment List: Full list of appointments.
🏠 Property Reports
Key List: List of keys held for each property.
Potential Buyers List: List of potential buyers per property.
Property Charts: Charts based on property data.
Property Commission (Sales): List of properties with commission details.
Property Disinstructions: List of disinstructed properties.
Property EPC List: Properties with EPC details.
Property List: Full list of properties.
Property List with Pictures: Property list including images.
Note: Contacts must be selected before running this report.
Property Marketing Analysis: Marketing activity details per property.
Property Offers by Property: Offers grouped by property.
Property Offers by User: Offers grouped by user.
Property Portfolio Report: Properties with tenancy details.
Property Sales Pipeline: List of property sales.
Property Sales Pipeline Charts: Charts based on property completions.
Property Yield: Properties with potential yield data.
Send Property Details: Records property details sent to contacts, including method and response.
🛠️ Property Management Reports
Certificate List: Certificates with start and end dates.
Property Inspections: Properties requiring inspection.
Work Order Charts: Charts based on work order data.
Work Order List: Full list of work orders.
🏘️ Lettings Reports
Landlord List: Landlords with associated properties, tenants, and bank details.
Rent Guarantee List: List of rent guarantees.
Tenancies List: Full list of tenancies.
Tenancies Charts: Charts based on tenancy data.
Tenancy Commission Report: Tenancies and commission grouped by user.
📬 Bulk Communication Tools
Emails: Send bulk emails using saved templates.
Letters/Documents: Send bulk letters using document templates.
SMS Texts: Send bulk SMS messages using predefined text templates.
💡 Additional Notes
To view funds held for each contact, refer to the Bank Account Balance report.
Additional reporting options are available under Management Reports.