Report on outstanding landlord works orders for vacant properties

Owned by Fiona Hardy
Last updated: Aug 16, 2022
2 min read

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

This page outlines how to run a report which allows you to list any landlords with vacant properties (i.e. where there's no arranging or current tenancy) and there is an outstanding landlord works order

1. Access query transactions report

From main menu:

  • Click Lettings/Rentals

  • Under Reporting & Analysis select Query Transactions

2. Complete the required criteria

Select/enter the following:

  • Unallocated: £/$ 0.01 to £/$ 0.00

  • Ledger: Landlord

  • Category: Landlord Works Order

  • Extra: copy and paste the text below
    nomTran.lldCode NOT IN (SELECT lldCode FROM prp p INNER JOIN ten t ON prpCode = p.code AND t.synchdel = 0 WHERE p.synchdel = 0 AND t.status IN ('TC','TA'))

3. Run the report

  • Click Report
    The report will show all outstanding landlord works orders/supplier invoices for properties where there is no Arranging or Current Tenancy

To group results by landlord or property:

4. Save the criteria 

The report criteria can be saved as a Predefined Report for future use

  • From the screen shown in step 1, click Save 

  • Enter a Report Name 

  • In Available to choose which offices will get access to this saved report

  • Click Accept
    The report can then be selected from the Predefined Reports drop-down menu
    (bottom left of screen) 

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