Reports

Please click on the image below to access the Reports Training Guide.

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• Related Articles

• Connect - Reports

  This article is part of the Connect section. Find all related articles here: Connect Check out the available reports in the Power BI menu, using the drop-down menu: Exporting a report You can export data from a report in two formats: Excel (.xlsx) or ...

• Client Notices - Reporting

  The article is part of the Client Notices section. Find all related articles here: Client Notices There are several ways you can manage and report on your Client Notices process. Reports If you don’t have a Debt Recovery Report set up to use in the ...

• Developments - Inspections Tab - Reporting

  This article is part of the Inspections Tab section. Find all related articles here: Inspections Tab Getting Started To view when the next inspection is due in the reports: Tick Inspection Complete when uploading inspections to developments. Select ...

• Jobs Maintenance - Reporting

  This article is part of the Jobs Maintenance section. Find all related articles here: Jobs Maintenance Reports There are several built-in reports that you can use to keep track of Jobs. These can all be accessed by selecting Reports - Jobs Reports ...

• Creating a User Report to Verify Clients with Email

  Please click on the image below to access the Helpsheet for Creating a User Report to Verify Clients with Email.