How to Setup the Monthly Report
This article will run through how to set up the monthly report.
1. Navigate to Reports > Letting > Monthly Reports.
2. There are two different reports that you can viewed:
- Monthly Performance Report
- Cumulative Leasing Report
3. To access the Monthly Performance Report, go to the Monthly Performance Report tab.
4. To preview the report, enter your email address or mobile number and click on Send Report Now.
5. To receive this report automatically, click on Add Another Report Setting.
6. Enter in the day, time, and email address you would like the report to go to.
7. Once complete, click Save.
8. To view the Cumulative Leasing Report, go to the Cumulative Leasing Report tab.
9. Click on the View Report button.
10. To manually send the report, enter your email address & click on the Send Report Now.
11. To receive this report automatically, click on Add Another Report Setting.
12. Enter the day, time & email address you would like the report to go.
13. Once complete, click Save.
How to pull the report for previous/ custom dates
1. Navigate to Reports > Letting > Monthly Reports.
2. Click on the End of Month Calendar tab.
Note: This setting is only available to Diamond level users.
3. Click the 3 Action dots. Select New Date/ Time.
4. Insert the dates you want the report to run to and from. Click Save.
5. Against the most recent date, click the 3 action dots and click View.
