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

The query transactions report option offers the ability to use a set of criteria to generate a list of transactions

1. Access query transactions report

From main menu:

  • Click Lettings/Rentals

  • Under Reporting & Analysis select Query Transactions

2. Query transactions screen

  • Use the criteria below to build your report - see examples in step 3

3. Example reports

These guides cover examples of how the query transactions report can be used:
Report on rent credit notes

Report on outstanding landlord works orders for vacant properties

Holding deposit - configuration option

Supplier debt report

4. Report results

After building report criteria:

  • Click Report to run the report

  • The report results are shown in a grid, which allows you to:

    • Click any column heading to sort in ascending/descending order

    • Click to the right of a column heading for filter options

    • Right-click and add further columns and/or export to Excel

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