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Query transactions

Query transactions

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

The query transactions report option offers the ability to use a set of criteria to generate a list of transactions

1. Access query transactions report

From main menu:

  • Click Lettings/Rentals

  • Under Reporting & Analysis select Query Transactions

2. Query transactions screen

  • Use the criteria below to build your report - see examples in step 3

3. Example reports

These guides cover examples of how the query transactions report can be used:
Report on rent credit notes

Report on outstanding landlord works orders for vacant properties

Holding deposit - configuration option

Supplier debt report

4. Report results

After building report criteria:

  • Click Report to run the report

  • The report results are shown in a grid, which allows you to:

    • Click any column heading to sort in ascending/descending order

    • Click to the right of a column heading for filter options

    • Right-click column headings to show totals, add further columns and/or export to Excel

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