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This guide has been reviewed against our global client base and classed as relevant to all regions |
The Property Management panel on the Organiser provides the ability to see details of expired certificates and those that are about to expire - Power Reports can also be run to gather this information
This guide covers:
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For more information on using the Property Management panel, click here: |
Using the Property Management panel to view expired/expiring certificates
1. Choose which safety certificate types to view in Property Management panel The Property Management panel on the Organiser can show information on various types of safety certificates
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2. Accessing grid list of expired/expiring certificates From the Property Management panel:
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3. Expired/expiring certificates displayed Expired/expiring certificates are shown in a grid
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Using Power Reports to view expired/expiring certificates
While expired/expiring certificates can be accessed via the Property Management panel on the Organiser (as outlined above), you may prefer to run a report to get this information
Running a report allows other property or tenancy criteria to be included, plus the information can also be exported (e.g. to Excel)
You can use the screenshots to build the report yourself - alternatively, use the .rrd files included below to export the report criteria directly into AgencyCloudReapit
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For more information on building Power Reports, click here: Power Reports |
Report on expired certificates
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Report on certificates about to expire
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Download the reports directly into |
Reapit
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Print/export options After clicking Run Report:
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The Property Management panel on the Organiser provides the ability to see details of expired certificates and those that are about to expire - Power Reports can also be run to gather this information |