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Fiona Hardy

Fiona Hardy

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1. Make tenancy periodic

From tenancy:

  • Tick Periodic

    The tenancy periodic reason screen is automatically displayed, see next step

Tip

This functionality is also available from a tenancy renewal

2. Enter periodic tenancy reason

Pre-set reasons will be offered - the (options offered are dependent on configurationbusiness requirements)

  • Select Reason

  • Enter Review Date*

  • Enter Comments if required

  • Click OK

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Info

*From AgencyCloud 12.157+, the ability to add a review date was added, see this guide for more information:
Update to periodic tenancy reason functionality to add a review date

3. Reason logged in Activity Feed

The periodic tenancy reason is logged in the Activity Feed

Tip

Hovering over the Periodic tick box will also display the periodic tenancy reason in a tooltip

4. Periodic tenancy reasons in Power Report results grid

When running a tenancy report or renewal negotiations report, periodic tenancy reasons & comments can be seen in the results grid (but first need to be added, see 4a below)

For example, when running a tenancy report on current tenancies that are periodic:

  • The results grid displays the Periodic reason and Periodic comment
    These columns need to be added to the grid first, see 4a below

  • Click to the right of the Periodic reason column for options to group or filter by reason, or click the column heading to sort by reason

Info

For more information on building and using Power Reports, click here

This page also provides access to the Power Reports library - this library contains 70+ commonly used Power Reports saved as .rrd files which you can download and import into AgencyCloud - making building Power Reports quicker & easier

4a. Add reason & comment columns to grid

Once added and saved, both columns will always be displayed on a tenancy report grid

  • Right-click over the column heading and select Periodic comment & Periodic reason

  • New columns are added to the right of the grid, click and drag to reposition

  • Right-click column headings again and select Save grid layout

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