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

Available from version 12.185

Permitted occupiers can be reported on via a contact report

This enhancement allows necessary reports to be run involving permitted occupiers - for example, to ensure all permitted occupiers over 18 have a valid Right to Rent check

1. Select permitted occupier sub-report

From main menu:

  • Click Reports then Power Reports and select report type of Contact

  • Under Linked Records, Permitted Occupier is available as a sub-report

    Permitted occupier sub-report on contact report.png

This report will return a permitted occupier providing they are stored as a contact on the system

For more information permitted occupiers, including how to add a contact record as a permitted occupier and also how to convert an existing permitted occupier to a contact record, click here: Add permitted occupiers to a tenancy (when main tenant is a person)

After selecting Permitted Occupier sub-report

  • Click Pick Tenancy Criteria
    This allows standard tenancy criteria to be selected for the contact report

    Permitted occupier sub-report options.png

2. Example reports

This report will return details of all active contacts from the London office with a permitted occupier role and that do not have any right to rent (RTR) checks logged

Permitted occupier - example report 1.png

A similar report could be run to find all active contacts from the London office with a permitted occupier role who have had RTR checks entered on the system and the checks are expiring

Permitted occupier - example report 2.png

2. Report results grid

The relevant contact records are shown in a grid:

  • Double-click to view the related contact record

    Permitted occupier - report results grid.png

Usual grid functions can be used:

  • Click a column heading to sort by that column

  • Click to the right of the column heading to view the filter icon where the column can be searched, filtered or grouped (dependent on column content)

  • Add/remove columns by right-clicking over the column heading and selecting Pick columns
    Columns can also be moved by clicking and dragging them to a new position

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

Option to Export to - Excel Spreadsheet is also available by right-clicking over the column headings

Need more assistance? No problem! Just log a ticket on the Reapit Service Desk Portal at https://reapitsupport.refined.site/ and a member of our Support Team will be happy to help

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