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This guide has been reviewed against our global client base and classed as relevant to all regions |
This page outlines the steps you need to take in order to submit a housekeeping request to Reapit Support. Please note, that requests must come from a key contact within your organisation.
This involves running a report to check on the data you require housekeeping - running a report promotes data integrity and allows you to check the results yourself, before forwarding the request to Reapit Support
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Please note that if a property has an active current tenancy, it will not be archived |
1. Create and run a Power Report Depending on the data you require the housekeeping routine to be performed on, run an applicant or property report:
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1a. Example Power Reports to use
After importing the report criteria into AgencyCloud:
| Sales applicants report
Lettings applicants report
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2. Add the Reference column to your report results grid In order for Reapit Support to accept your housekeeping request, it is essential that you add the Reference column to your report before moving to step 3 From the report results grid screen:
The Reference column will now be included in the report results grid | |||||||||||||
3. Export the report results grid to Excel
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4. Forward the Excel spreadsheet to Reapit Support
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The steps to be taken in order to submit a housekeeping request to Reapit Support |