Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Info

This guide has been reviewed against our global client base and classed as relevant to all regions

Scheduled property inspections can be reported on via the Inspection Schedule Report - select the dates to report on, then choose whether to filter by office and/or tenancy status

The report can be viewed within AgencyCloud and also exported to Excel


1. Access the report option

From the main menu:

  • Click Reports then select MI Analysis

  • Select Inspection Schedule Report 
    Image Removed
    Enter Click Select (or manually enter dates) to enter criteria for the report to filter by inspection schedule date, office and/or tenancy status
    Image Added
    In this example, details of inspections due from 01/07 - 15/07 will be returned for all current tenancies from any office

  • Click Report


2. View report

The report shows all inspections due within the selected dates - key information is shown such as address, tenancy start date, landlord, inspection responsibility etc.

  • Click a column heading to sort, or click to the right of the column heading to filter by that column

  • Double-click an entry to view the associated tenancy, or right-click an entry for options to view the associated inspection appointment (where booked) or tenancy

  • Click Export to export the report to Excel 


Info

For more information on property inspections and other related functions, click here


Filter by label (Content by label)
showLabelsfalse
max5
spacescom.atlassian.confluence.content.render.xhtml.model.resource.identifiers.SpaceResourceIdentifier@a45
showSpacefalse
sortmodified
reversetrue
typepage
cqllabel = "propinspection" and type = "page" and space = "RW"
labelskb-how-to-article

Page Properties
hiddentrue


Related issues