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This guide has been reviewed against our global client base and classed as relevant to all regions |
When 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
Default/predefined checks are those added to all tenancies, as required by your business (and setup in configuration)
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Prior to this release, the menu option would be presented as a pop-up message every time the report was run
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From AgencyCloud 12.169+, a tenancy checks report that includes default checks can be added to an Organiser panel, click here for more information: |
When running a tenancy report and choosing to include checks:
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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 
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When 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 |
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