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1. Enter EPC rating

Once the EPC figure is available, an EPC graph image can be generated

From the Attributes panel:

• Click EPC

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• Expand Commercial EPC section

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From Commercial EPC section:

• Enter EPC Rating and the EPC Created date

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2. Make EPC graph

When the EPC has been created, the EPC graph image can be created

From top left of EPC screen:

• Click Make Graph and select Commercial EPC

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• A prompt is displayed - click Yes/No as required

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  • If Yes is clicked, the graph image is displayed on screen

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• The image is automatically added to the property pictures gallery and is assigned the image type of EPC Graph

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3. View graph

When a commercial EPC graph image has been generated (as outlined in step 2), the image can be viewed from the EPC screen

From top left of EPC screen:

• Click View Graph

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4. Add certificate

An EPC certificate can be stored - this allows the EPC expiry date to be identified which can then be reported on at a later date

From top left of EPC screen:

• Click Add Certificate and select EPC - Commercial

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• Enter certificate details, such as Booked and Expiry dates, plus Provider
  After clicking Save (top right)related files can be added via Documents (top left)

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• Certificate details are added to the bottom of the EPC screen
  Double-click to open certificate details screen again

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Reporting on commercial EPC certificates

When a commercial EPC certificate is added, a property certificates report can be run

For example, this report will return all sales properties with a Commercial EPC certificate stored that is due to end/expire in the next 3 months

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5. Reporting on commercial EPCs

a. Property report criteria - three criteria options have been added when reporting on properties

From Power Reports:

• Select Property Report type then select Sales/Lettings, as required, then click Show more

• Criteria options for reporting on commercial EPCs are available:

  • Commercial EPC band

  • Commercial EPC exempt

  • Commercial EPC rating

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b. Report results grid - the property grid, seen after running a report or when viewing properties via the Organiser, can also show commercial EPC information

From the report results grid (or property list accessed via the Organiser):

• Right-click over the column headings, select Pick columns and click More

• Tick Commercial EPC band and Commercial EPC rating then click Accept

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• The new columns are added to the far right side of the grid - click and drag the column headings to the desired position

• Right-click over the column headings again and click Save grid layout

• The columns will now show when using this type of grid again - grid functions can be used to sort or filter by content

  • To sort the list, click the column heading

  • To group/filter the list by content, click to the right of the column heading (to view filter icon)

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