Info |
---|
This guide has been reviewed against our global client base and classed as relevant to all regions |
The Property Management panel on the Organiser provides the ability to see details of expired certificates and those that are about to expire - Power Reports can also be run to gather this information
This guide covers:
Table of Contents | ||||
---|---|---|---|---|
|
Tip |
---|
For more information on using the Property Management panel (including how to bulk book works orders for safety certificates), click here |
Using the Property Management panel to view expired/expiring certificates
1. Choose which safety certificate types to view in Property Management panel The Property Management panel on the Organiser can show information on various types of safety certificates
|
2. Accessing grid list of expired/expiring certificates From the Property Management panel:
|
| ||
3. Expired/expiring certificates displayed Expired/expiring certificates are shown in a grid
|
Using Power Reports to view expired/expiring certificates
While expired/expiring certificates can be accessed via the Property Management panel on the Organiser (as outlined above), you may prefer to run a report to get this information
Running a report allows other property or tenancy criteria to be included, plus the information can also be exported (e.g. to Excel)
You can use the screenshots to build the report yourself - alternatively, use the .rrd files included below to export the report criteria directly into AgencyCloud
Tip |
---|
For more information on building Power Reports, click here |
Report on expired certificates
| ||||||||||||||||||
Report on certificates about to expire
| ||||||||||||||||||
Download the reports directly into AgencyCloud
|
View file | | name | Expired certificates.rrd
---|
Print/export options
After clicking Run Report:
Report results are shown in a grid, see step 3 of the previous section for information on using grid features
Click Print for print and export options
e.g. to export the list to Excel, click MS Excel and Proceed
Related articles
Filter by label (Content by label) | ||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Excerpt | ||
---|---|---|
| ||
The Property Management panel on the Organiser provides the ability to see details of expired certificates and those that are about to expire - Power Reports can also be run to gather this information |