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

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

Available from version 12.182

Reports can only be run on Landlord Registration and/or RTR checks when this functionality is enabled on your system - if you require this functionality and it is not currently enabled, to request set-up 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

The ability to run reports on ID, Landlord Registration and RTR checks was added in version 12.181, as outlined here:
ID check report enhancements - including RTR & Landlord Registration reporting

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
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

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

Now skip to step 4

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

For more information on adding saved (or predefined) reports on the Organiser, click here:
Add, edit & remove categories on Organiser panels - see section 3

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

Usual Organiser features can be used - click the report to view the report results within the panel in a list or right-click over the report and select Full results to view the report results in a grid

Knowledge Base

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

Related articles

Related content