Updates tenancy renewals/extensions & alterations report (12.197)

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

Available from version 12.197

For more information on reporting on tenancy renewals/extensions & alterations, click here:
Report on tenancy renewals/extensions & alterations

Updates have been made to tenancy renewals/extensions & alterations report functionality:

Report title
The report title now matches the configuration setting which determines whether the term extension or renewal is used - if system is set to use the term:
- Renewal - report is titled Tenancy Renewals & Alterations
- Extension - report is titled Tenancy Extensions & Alterations
  Prior to this release, the report was titled Tenancy Extensions & Alterations, regardless of the configuration setting
Report on just tenancy renewals/extensions, alterations or recurring charges
A new Type criteria option has been added to allow a report to be run on just extensions/renewals, just alterations or just recurring charges (or a combination of two), rather than always having to report on all types - the type can also be identified in the report results grid

1. Report title

Report title matches the system configuration setting which determines whether the term extension or renewal is used

If the system is set to use the term:

2. Report on just tenancy renewals/extensions, alterations or recurring charges

A new criteria option has been added to allow specific type(s) to be reported on

From Renewals/Extensions & Alterations report:

Select Type
Select which types to report on
- Options are Alteration, Recurring Charge or Renewal/Extension*
  * the terminology (i.e. renewal or extension) in use on your system is dependent on configuration

Example report

This report will return details of renewals only, for current tenancies, that were created by Kian Kettlewell since 01/01/2024 to date

3. Report results grid

After running a renewals/extensions & alterations report, the report results grid is displayed - a type column can be added:

Right-click over the grid column headings, select Pick columns, then click Type
The column is added to the far-right of the grid, click and drag to the desired position
After making changes to the grid layout, right-click over the column headings again and click Save grid layout
If you have already saved the report criteria - to save to the default report grid for this type, select Save as default layout or, to save the grid just for this saved report, select Save grid to report

Grid functions can be used to sort or filter the list by type:

To sort the list, click the Type column heading
To filter or group by type, click to the right of the Type column heading to view filter icon (shown below) - click icon for filter/group options

All other columns can be sorted and grouped/filtered/searched (depending on column content)

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