Page Comparison

1. Set report type & output options

Report Type

• Select Tenancy Income & Forecast

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Output Options

• Include renewal & alteration breakdowns

  • When ticked, includes

  a

  • an additional row per renewal/alteration that fall within the reporting period
    e.g. if there have been 5 renewals on the tenancy in the reporting period, 5 rows will be displayed for each renewal (in addition to any other individual allocations being shown - i.e. negotiator and/or office alterations)

  • When unticked, all renewal/alterations that fall within the reporting period will be displayed in one row
    

• Include landlord fees with no associated tenancy (ticked by default)

  • When ticked, will include

  detail of

  • landlord fees that are not associated to a specific tenancy within the calculated values providing they fall within the reporting date range
    Being able to apply landlord fees to a property is a configuration option, outlined in more detail here:
    Add landlord fees to a property - configuration option
    

• Show individual negotiator commission allocations

  • When ticked, one row per negotiator with a fee split will be included in the report
    e.g. if there are 3 negotiator fee splits, 3 rows will be displayed - one for each allocation (in addition to any other individual allocations being shown - i.e. office and/or renewals & alterations)

  • When unticked, one row per tenancy will be shown in the report and fee splits will not be visible in the report output
    Being able to set negotiator fee splits and negotiator fixed commission is a configuration option - click here for more information: Tenancy commission allocation (or fee splits) - configuration option
    

• Show individual office commission allocations

  • When ticked, one row per office with a fee split will be included in the report
    e.g. if there are 2 office fee splits, 2 rows will be displayed for each

  allocation

  • tenancy (in addition to any other individual allocations being shown - i.e. negotiator and/or renewals & alterations)

  • When unticked, one row per office will be shown in the report and fee splits will not be visible in the report output
    Being able to set office fee splits is a configuration option - click here for more information:
    Tenancy commission allocation (or fee splits) - configuration option

2. Choose what to include in the report

These options allow you to narrow down what is returned in the report to suit your requirements

Tenancy Start

• Specify a date or date range to limit tenancies returned in the report by the tenancy start date - or click Select for predefined options of Last month and This month
  Or, to include all tenancies regardless of start/end dates, leave date fields blank

  

Income Period

• Defaults to the current year - meaning that the forecast will cover the current year, although this can be changed - click Select for predefined options of Last/This month and Last/This/Next year
  Or leave date fields blank to include all tenancies regardless of the income period)

  

Status

• Defaults to Tenancy Current & Arranging Tenancy - meaning that only current & arranging tenancies will be included in the report - although this can be changed - click Select one or more status and select/deselect required option(s)

  

Property Office

• To narrow the report down to properties from one or a selection of offices, click Select one or more office and select required offices
  Or, to include properties for all offices, leave blank
  

Neg. Allocation
Field available when Show individual negotiator commission allocations is selected in Output Options

• To narrow the report down to one or a selection of negotiators/managersusers, click
  Select negotiator/manager and select required negotiators/managers
  Or, to users

• To include all negotiators/managersusers, leave blank
  

Office Allocation
Field available when Show individual office commission allocations is selected in Output Options

• To narrow the report down to one or a selection of negotiators/managersoffices, click
  Select negotiator/manager Select one or more fee office and select required negotiators/managers
  Or, to include all negotiators/managersoffice(s)

• To include all offices, leave blank
  

Renewal & Alteration
Field available when Include renewal & alteration breakdowns is selected in Output Options

• Specify a date or date range to limit tenancies returned in the report by the renewal/alteration date
  Or click Select for predefined options of Last month and This monthOr, to

• To include all tenancies regardless of renewal/alteration dates, leave date fields blank

3. Run report

To run the Tenancy Income & Forecast report:

• Select report type, output options and criteria (as outlined in steps 1 & 2 above) and click Report

• Depending on the amount of data being returned, a prompt is shown detailing the current activity

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• The Tenancy Income & Forecast report is displayed in Excel - content explained in the next section
  When Output Options to show individual negotiator and/or office allocations have been selected, this results in more than one row being shown per tenancy to detail the individual allocations