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1. Access query transactions report

From main menu:

• Click Lettings/Rentals

• Under Reporting & Analysis select Query Transactions

2. Query transactions screen

• Use the criteria below to build your report - see examples in step 3

3. Example reports

These guides cover examples of how the query transactions report can be used:
Report on rent credit notes

Report on outstanding landlord works orders for vacant properties

Holding deposit - configuration option

Supplier debt report

4. Report results

After building report criteria:

• Click Report to run the report

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• The report results are shown in a grid, which allows you to:

  • Click any column heading to sort in ascending/descending order

  • Click to the right of a column heading for filter options

  • Right-click and column headings to show totals, add further columns and/or export to Excel