Page Comparison

1. Report title

Report title matches the system configuration setting which determines whether the term extension or renewal is used

If the system is set to use the term:

1. Renewal
   Report is titled Tenancy Renewals & Alterations
   

2. Extension
   Report is titled Tenancy Extensions & Alterations

2. Report on just tenancy renewals/extensions, alterations or recurring charges

A new criteria option has been added to allow specific type(s) to be reported on

From Renewals/Extensions & Alterations report:

• Select Type

  

• Select which types to report on

  • Options are Alteration, Recurring Charge or Renewal/Extension*
    * the terminology (i.e. renewal or extension) in use on your system is dependent on configuration

    

Example report

This report will return details of renewals only, for current tenancies, that were created by Kian Kettlewell from 01/01/2024 to date

3. Report results grid

After running a renewals/extensions & alterations report, the report results grid is displayed - a type column can be added:

• Right-click over the grid column headings, select Pick columns, then click Type

  

• The column is added to the far-right of the grid, click and drag to the desired position

• After making changes to the grid columns/layout, right-click over the column headings again and click Save grid layout
  If you have already saved the report criteria - to save to the default report grid for this type, select Save as default layout or, to save the grid just for this saved report, select Save grid to report

Grid functions can be used to sort or filter the list by type:

• To sort the list, click the Type column heading

• To filter or group by type, click to the right of the Type column heading to view filter icon (shown below) - click icon for filter/group options