Option to include default/predefined checks when running tenancy check report

Owned by Fiona Wilson, created
Last updated: Aug 15, 2023
2 min read

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

From AgencyCloud 12.168+, when running a tenancy report and choosing to include checks, a selectable menu option has been added to include default/predefined tenancy checks that are not yet started
Default/predefined checks are those added to all tenancies, as required by your business (and setup in configuration)

This option ensures that details of default checks that are marked as Needed (i.e. not started) will be included in the report, where required

Prior to this release, the menu option would be presented as a pop-up message every time the report was run

From AgencyCloud 12.169+, a tenancy checks report that includes default checks can be added to an Organiser panel, click here for more information:

When running a tenancy report and choosing to include checks:

  • Click Tenancy has checks drop-down menu and select Include default checks

  • Click Yes to confirm
    After clicking Yes, the pop-up message won’t appear again for this report (when the report is saved)

Example report

With the option shown above set to Include default checks, running this report will show all arranging tenancies due to start in the next 2 weeks, where 3 specific pre-tenancy checks are still set to Needed or Sent/Arranged

If the Include default checks option is not selected, then checks that are marked as Needed will not be included as expected