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From the property record:

  • Click Marketing

  • Click link beside Council Tax and select the required band

  • Close the Marketing screen and click Save on the property record

Tip

Council tax band can be included in a Power Report when reporting on sales/lettings properties, see below

Running a property report to include council tax band

From the main menu, click Reports and select Power Reports:

  • Select report type of Properties and select Sales or Lettings

  • Click Pick Property Criteria

  • Click Show more to see the Council tax band criteria option

    Image Added

  • In this example, the report will return sales properties for the user’s office that are for sale, aren’t external and haven’t got a council tax band set up

Info

For more information on using Power Reports, click here

Plus the Power Reports library contains 70+ commonly used Power Reports saved as .rrd files which you can download and import into AgencyCloud - making building Power Reports quicker & easier

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