Versions Compared

Old Version 25

changes.mady.by.user Dave Marshall

Saved on

compared with

New Version Current

changes.mady.by.user Fiona Wilson

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Info

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

This page outlines the steps you need to take in order to submit a housekeeping request to Reapit Support. Please note, that

Tip

Housekeeping requests must come from a key contact within your organisation

...

This A housekeeping request involves running a report to check on the data you require housekeeping - running a before forwarding the request to Reapit Support
Running this report promotes data integrity and allows you to check the results yourself, before forwarding the request to Reapit Supportfirst

In order for Reapit Support to accept a housekeeping request, follow these steps:

...

Each step is outlined in detail below

Note

Please note that if If a property has an active current tenancy, it will not be archived

1. Create and run a Power Report

Depending on the data you require the housekeeping routine to be performed on, run an applicant or property report:

  • The example report on the right is will return all inactive applicants, registered before 01/08/2018, who have never made an offer

  • Click Run Report

Info

If you are unsure how to create a Power Report, click here: Building a Power Report

1a. Example Power Reports to use

  • Rather than build the report yourself, the attached .rrd files can be imported into AgencyCloud the Power Reports screen as a Predefined Report

Tip

For information on how to import a file into AgencyCloud Reapit as a Predefined Report, see the Power Reports library section titled: Importing an RRD file to AgencyCloud & using Predefined Reports

  • Both reports generate a list of sales or lettings applicants who were registered in AgencyCloud on the system some time ago and who are no longer actively looking

After importing the report criteria into AgencyCloudReapit:

  • Before running the report, the dates in both the Registered field and journal entries Created field need to be altered to suit the timeframe you wish to report on

Note

The example reports included here are example templates - you may wish to alter the criteria yourself to get the required results, as well as change dates included (as outlined above)

Sales applicants report

View file
nameHousekeeping sales applicants.rrd

Lettings applicants report

View file
nameHousekeeping lettings applicants.rrd

2. Add the Reference column to your report results grid

In order for Reapit Support to accept your housekeeping request, it is essential that you add the Reference column to your report before moving to step 3

From the report results grid screen:

  • Right-click over the column headings

  • Click Pick Columns and select Reference 

The Reference column will now be included in the report results grid

3. Export the report results grid to Excel

  • Right-click over the column headings

  • Click Export to and select Excel Spreadsheet (.xls) - Standard

4. Forward the Excel spreadsheet to Reapit Support

...

Filter by label (Content by label)
showLabelsfalse
max5
spacescom.atlassian.confluence.content.render.xhtml.model.resource.identifiers.SpaceResourceIdentifier@a45
sortmodified
showSpacefalse
reversetrue
typepage
cqllabel = "housekeeping" and type = "page" and space = "RW"
labelsoutlook integration emails
Note

Need more assistance? No problem! Just log a ticket on the Reapit Service Desk Portal at https://reapitsupport.refined.site/ and a member of our Support Team will be happy to help

Excerpt
hiddentrue

The steps to be taken in order to submit a housekeeping request to Reapit Support