Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

1. Access report & choose whether to include arranging tenancies

From Lettings/Rentals on main menu:

  • Click Reporting and Analysis, click Read Only Screens and select Rent Run

  • Click Yes or No, as required

    Image RemovedImage Added
Info

A page outlining the accounts Reporting and Analysis options is available here:
Accounts Reporting and Analysis options

2. Rent Run report

  • The screen displayed appears the same as Raise Rent/Fee Invoices, but in report (read only) format

  • Beside Showing invoices due (top right), change the date to see future fees that are due to be invoiced and banked in the future

3. Option to export to Excel

As the report is shown in a grid, the option to export to Excel is available - allowing further analysis to be carried out using an Excel spreadsheet

From Rent Run report:

  • Hover over column headings and right-click

  • Select Export to and click Excel Spreadsheet

...

Filter by label (Content by label)
showLabelsfalse
max8
sortmodified
showSpacefalse
reversetrue
cqllabel = "acc-reporting-and-accountsanalysis"
Excerpt
hiddentrue

How to report on upcoming agent revenue not yet banked or invoiced and how to export the report to Microsoft Excel

...