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Columns can be removed & grid changes saved on tenancy income report output (Fees & Commission report)

Columns can be removed & grid changes saved on tenancy income report output (Fees & Commission report)

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

Available from version 12.216

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

Guides on using the tenancy income reports are available here:
https://reapit.atlassian.net/wiki/spaces/RW/pages/2009727043

The output grid seen when running a Fees & Commission report (via the tenancy income report screen) has been enhanced, allowing:

  • any columns not needed on the grid to be removed

  • column positions to be moved (and saved)

  • a grid filter to be saved

  • grid layout changes to be saved for future use

This update allows the information shown in the Fees & Commission report to be customised and saved (meaning that customisation of the grid does not need to be carried out each time the report is generated)

1. Run Fees & Commission report

From Reports on main menu:

  • Click MI Analysis and select Tenancy Income Report

  • The Tenancy Income Report main screen is displayed, ensure Fees & Commission is selected

  • Set up the required criteria for the report, then click Report

TIC criteria.png

More information on this report can be found here:
https://reapit.atlassian.net/wiki/spaces/RW/pages/2009333824

2. Report output grid updates

The report output is shown in a grid:

  • Right-click over the column headings
    The options highlighted below are new for this grid output

    • Set filter as default: allows a column filter to be set then saved for future use of this report
      A default filter can be set where the filter is text or a value, it cannot be set on a grouping filter type

    • Pick columns: allows any columns not required to be removed from the grid, see example

      TIR - right-click menu additions.png

    • For example, if the Office Split data is not needed, these columns can be removed

      Pick columns option.png

When changes to the grid layout have been made, the layout can be saved for when running the report again, see next step

3. Save grid layout

After making changes to the layout:

  • Right-click over the column headings again and select Save grid layout

    Save grid.png

When running the Fees & Commission report again, the saved changes will be applied to the grid

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