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Enhancements to property license reporting & related property grids

Enhancements to property license reporting & related property grids

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

Available from version 12.215

No additional configuration is required for this update - however, property licensing functionality is a configurable option for Enterprise customers
To request this functionality to be enabled on your system, click here to contact Reapit Support

A guide on using the property licensing screen is available here:
https://reapit.atlassian.net/wiki/spaces/RW/pages/2181496838

Updates to the property licensing screen were made in version 12.202 - for more information on these changes, click here: https://reapit.atlassian.net/wiki/x/AYAIng

The criteria options available when reporting on property licensing has been expanded to allow more extensive reporting on property licensing to be carried out

After running a report, all new criteria options can also be shown as columns within a property report grid, allowing the data to be sorted, grouped or filtered by the selected column - these columns can also be seen when viewing a property grid from the Organiser

Reporting on property licensing was introduced in version 12.203 and the ability for a user to set-up their property grids to view a limited amount of data was introduced in 12.204 - these enhancements now allow all* property licensing fields to be reported on, as well as allowing a user to set-up their property grids to view all required property licensing data, without needing to contact Reapit Support

*with the exception of Current Tenancy Occupants, which is currently not available
as a criteria option, but is available as a property grid column

1. Access property licensing criteria options

From property report (for sales or lettings):

  • Build required property report criteria, as usual

  • In Linked Records, select Licences sub-report

    Licensing option.png

  • Click Pick Property Licence Criteria - all property licence criteria options are displayed
    The new options are highlighted below

    • Licence expiry, Licence required, Licence type granted were existing options
      (from version 12.203+)

Licensing criteria options.png

  • Above Comm Premises: select is true/false (i.e. yes/no) to include/exclude commercial

  • Allowed Households: enter the amount/range of allowed households to report on

  • Allowed Occupants: enter the amount/range of allowed occupants to report on

  • Application Date: enter the application date/date range to report on

  • Application Ref No: enter reference number/part number to report on/exclude from report

  • Application Status: select application status to report on/exclude from report
    Options are: Applied, Granted, Landlord Applying, N/A

  • Article 4: select which Article 4 property types to report on/exclude from report
    Options are: No, Not Set or Yes

  • Compliance Status: select which compliance status to report on/exclude from report
    Options are: Compliant, Non Compliant or Unknown

  • Current Ten Households: enter the amount/range of current tenancy households to report on

  • Licence Granted: enter the licence granted date/date range to report on

  • Licence Ref No: enter reference number/part number to report on/exclude from report

  • Section 257 Property: select which Section 257 property types to report on/exclude from report - options are: No, Not Set or Yes

2. Pick columns in property grid (from report or Organiser)

After running a property report or viewing an Organiser property grid, licensing columns can be added to the grid:

  • Hover over column headings, right-click and select Pick columns

    Licensing pick columns menu option.png

  • Select the required licensing options and click Accept

    • All property licensing criteria options (seen in step 1) are available, with the addition of Current Tenancy Occupants (currently not available as a criteria option)

    • Local Authority can also be added (as set in the property licensing screen)

      Licensing pick columns.png

  • New grid columns are are added to the far-right of the grid, click and drag to the desired position

  • After making changes to the grid columns/layout, right-click over the column headings again and click Save grid layout

    • If you have already saved the report criteria - to save to the default report grid for this type, select Save as default layout or, to save the grid just for this saved report, select Save grid to report

  • Grid functions can be used to sort or filter the list by type:

    • To sort the list, click the column heading

    • Depending on the column content, the column can be searched or filtered/grouped, click to the right of the column heading to view filter icon** for available options
      **shown below on Application Status

Licensing options in grid.png

The screens shown above are from a property grid seen after running a report but all features apply when viewing a property grid launched from the Organiser

The example shown above is generated after running a property report - however, everything covered in this section can also be done on a property grid generated via the Organiser

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