Add a tenancy checks report to Organiser that includes default checks

1. Set up tenancy checks report

From Power Report:

• Set up the report criteria as required, ensuring that the Include default checks option is selected
  Click Tenancy has checks menu and select Include default checks

Open

2. Save report

From Power Report:

• Click Save (top right)

• Enter New Report Name, choose who to share the report with and click Save

Open

3. Add report as a new category on Organiser panel

From required panel (e.g. Property Management):

• Access Panel Setup (click cog on panel header)

• In Pick categories to display, click + New Category

• Click Setup Power Report menu and select Choose existing

• Select Report Type of Tenancy, select report and click Accept

• Ensure the Category name, plus the sort and share settings are as required, click Save
  These settings determine how the category is displayed on the Organiser

4. Enable new category on Organiser panel

The selected report is displayed in the categories list

• Tick the report to select it
  
  

• Click tick (top right) to save panel setup