Getting Started with Report Builder

  • Updated

For those in the Asia-Pacific and Europe regions, you'll recognize the terms "Arrears" and "Tenancies." Meanwhile, our North American customers will be more familiar with "Delinquency" and "Leases." To understand the regional terminology distinctions in detail, please visit our Glossary of Regional Terminology.

The Report Builder is a powerful tool designed to empower you to create, edit, and share professionally tailored tenancy and property reports. Whether you are looking to generate a Tenancy Schedule, Property List, or Tennant List, our intuitive report templates and ease of customization let you present data with precision and flair. Let's dive into how you can make the most of the Report Builder!

 

Create a New Report

Creating a report is a breeze with our pre-designed templates. Simply:

  1. Select a report template like the Tenancy Schedule, Property List, or Tenant List.
  2. Click on your chosen template to access the report builder page.
  3. Customize the report to fit your needs perfectly.

 

Customize Your Filters

Want to tailor your data? Here's how to go about it:

  1. For commonly used filters, hit Run this report. Want more control? Choose Select my filters.
  2. After your initial selection, you can still fine-tune your filters whenever you need.
  3. Without pre-set filters, click Select my Filters, select the necessary filters on the right-hand panel, and then click Apply Filters and run.

Your report will now showcase the data just the way you need it.

 

Customize Columns 

Need specific data points? You have the flexibility to:

  1. Click Columns to adjust which data appears in your report.
  2. Drag and drop data fields in the Arrange tab in the order you prefer.
  3. Add more data fields by in the Select Column. You can use the search bar to find specific data sources more quickly.

 

Sort and Arrange Report Data

To sort data in your report, use your Display Settings to further customise your data displayed:

  1. You can choose how you want to sort your list
    1. By Property name
    2. By Property address
  2. You can hide rows, flatten your data, or change the units of measurements.

 

Download and Share Your Report

Share your insights by:

  1. Clicking the Download menu and choose Excel or PDF format.
  2. Share the downloaded report with colleagues or clients via email.
  3. Remember, all the customizations you've made will be retained in your download.

 

Save Your Custom Report

To save for future use:

  1. Click the Save drop down and select Save as new report.
  2. Give your report a name and add a description for easy access later on.

 

Edit a Saved Report

Need to update your report? Here’s what to do:

  1. Navigate to the Saved Reports list and select the report you'd like to edit.
  2. Make your changes to the columns and filters.
  3. Click Save and choose how you want to save your edits:
    • Save changes to this report to keep the updated selections.
    • Save as new report to create a fresh custom report.
    • Update details or click the pencil icon next to the report name to modify its name and description.

 

Copy of HelpCentre_Desktop Landscape_Video (63).gif

 

With these steps, you're on your way to mastering the Re-Leased Report Builder.

Was this article helpful?