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This guide has been reviewed against our global client base and classed as relevant to all regions

Scheduled property inspections can be reported on via the Inspection Schedule Report - select the dates to report on, then choose whether to filter by office and/or tenancy status

The report can be viewed within AgencyCloud and also exported to Excel

1. Access the report option

From the main menu:

  • Click Reports then select MI Analysis

  • Select

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  • Inspection Schedule Report 
    Click Select (or manually enter dates)

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  •  to enter criteria for the report

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    In this example, details of inspections due from 01/07 - 15/07 will be returned for all current tenancies from any office

  • Click Report

2. View report

The report shows all inspections due within the selected dates - key information is shown such as address, tenancy start date, landlord, inspection responsibility etc.

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  • If the Appointment column is blank, then an appointment has not been scheduled yet

  • Click a column heading to sort, or

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  • click to the right of the column heading to filter by that column

  • Double-click an entry to view the associated tenancy, or right-click an entry for options to view the associated inspection appointment (when booked) or the tenancy

  • Click Export to export the report to Excel 

Info

For more information on property inspections and other related functions, click here

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Scheduled property inspections can be reported on via the Inspection Schedule Report