Report on permitted occupiers on a tenancy

1. Select permitted occupier sub-report

From main menu:

• Click Reports then Power Reports and select report type of Contact

• Under Linked Records, Permitted Occupier is available as a sub-report
  Adding this sub-report to a contact report will ensure that any contacts returned are permitted occupiers on a tenancy

  

After selecting Permitted Occupier sub-report

• Under Contact has a permitted occupier role, click Pick Tenancy Criteria
  This allows standard tenancy criteria to be selected for the contact report, where required

  

• Under Contact Report, click Pick Contact Criteria
  This allows standard contact criteria to be added to the report, where required - including other sub-reports, such as: ID Check, Right to Rent ID Check, etc.
  To see all available sub-reports, click Show more

  

2. Example reports

This report will return details of all active contacts from the London office with a permitted occupier role and that do not have any right to rent (RTR) checks logged

A similar report could be run to find all active contacts from the London office with a permitted occupier role who have had RTR checks entered on the system and the checks are expiring

2. Report results grid

The relevant contact records are shown in a grid:

• Double-click to view the related contact record

  

Usual grid functions can be used:

• Click a column heading to sort by that column

• Click to the right of the column heading to view the filter icon where the column can be searched, filtered or grouped (dependent on column content)

• Add/remove columns by right-clicking over the column heading and selecting Pick columns
  Columns can also be moved by clicking and dragging them to a new position

• After making changes to the grid layout, right-click over the column headings again and click Save grid layout