Page Comparison

An option From AgencyCloud 12.168+, when running a tenancy report and choosing to include checks, a selectable menu option has been added to include default/predefined tenancy checks that are not yet started is available when running a tenancy report and choosing to include checks - this
Default/predefined checks are those added to all tenancies, as required by your business (and setup in configuration)

This option ensures that details of default checks that are marked as Needed (i.e. not started) can will be included in the report, where requiredDefault/predefined checks are those added to all tenancies, as required by your business (and setup in configuration)Prior to this release, default/predefined checks marked as

Needed would not be included in reportsPrior to this release, the menu option would be presented as a pop-up message every time the report was run

When running a tenancy report and choosing to include checks: Click Tenancy has checks drop-down menu and select Include default checks Image RemovedImage Added Click Yes to confirm After clicking Yes, the pop-up message won’t appear again for this report (when the report is saved)

Example report With the option shown above set to Include default checks, running this report will show all arranging tenancies due to start in the next 2 weeks, where 3 specific pre-tenancy checks are still set to Needed or Sent/Arranged Info If the Include default checks option is not selected, then checks that are marked as Needed will not be included as expected

...