How to Setup the Letting Boss Report
This article will run through how to set up the Letting Boss Report within your account.
The Boss Report serves as a condensed representation of your Lettings inspection data. It affords the option to receive a static rendition of the report via email or to access the interactive version through online channels.
1. To set up the letting Boss Report, navigate to Reports Letting > Office Reports, click the Boss Report tab.
2. To send a report manually, follow these steps:
- Input the recipient's email address into the designated field.
- Select the preferred data grouping method; by Property Manager (PM) or by Listing Agent (LA).
- Click Send Boss Report Now to initiate the transmission.
3. To configure an automated email for the report:
- Click the Add Another Report Setting.
- Input the desired settings for the report.
- Select the preferred day and time for report delivery.
- Enter the recipient(s) for the report.
- Determine the data grouping method, whether by Property Manager or Listing Agent.
