ID, Landlord Registration & Right to Rent check reports can be added to the Organiser

Owned by Fiona Wilson, created
Last updated: Apr 09, 2024
4 min read

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

Available from version 12.182

Configurable option for Enterprise customers
To request this option to be enabled on your system, click here to contact Reapit Support

ID, Landlord Registration and RTR check reports can be added to an Organiser panel

Both new and previously saved reports can be added

1. Select to add new or existing ID check report to Organiser

From required panel (e.g. To-do List):

  • Access Panel Setup (click cog on panel header)

  • In Pick categories to display, click + New Category

    Organiser panel setup - new category option.png

  • Click Data Source menu and select:

    • Create new to create a new ID/Landlord Registration/RTR check report for the Organiser panel - see step 2

    • Choose existing to select an already saved ID/Landlord Registration/RTR check report (within the Reports screen) - see step 3

      Organiser panel - data source menu options.png

2. Create new ID check report for the Organiser panel

After selecting Create new (shown in step 1), select the required report type from:

  • ID Check

  • ID Check - Landlord Registration

  • ID Check - Right to Rent

    Options to select ID Check - Landlord Registration or ID Check - Right to Rent reports is only available when Landlord Registration and/or RTR functionality is enabled on your system

  • Enter the required criteria for the report, then click Done

  • 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

3. Choose existing report for the Organiser panel

After selecting Choose existing (shown in step 1), select:

  • Report type - ID Check, Landlord Registration and Right to Rent

    Options to select saved Landlord Registration or Right to Rent reports is only available when Landlord Registration and/or RTR functionality is enabled on your system

  • The current saved reports for the selected type are displayed - select the required saved 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

After entering a new report and/or selecting a saved one:

  • The report(s) are displayed at the bottom of the categories list with an asterisk beside them to indicate that it is a custom category and not standard

  • Tick the report(s) to select them, then click tick (top right) to save Panel Setup

  • The newly added report(s) will be displayed on the Organiser panel