Can I report on all my contacts and Properties?

Zenya Allen
Zenya Allen
  • Updated

You can create a report on all Landlords, Tenants, Tenancies, Applicants, Contractors and Properties. Each of these reports can be based by their Status.

You're able to:

  • View a list of all managed properties
  • View a list of all contractors
  • View a list of all let only properties
  1. Click Reporting on the main toolbar
  2. Click General on the dropdown menu
  3. The Report Generator will open. Click Information and All Tenancies
  4. Click Next
  5. Select the Information record i.e. Landlords, Contractors etc
  6. In Status, select one or several status you require (when highlighted blue, they are selected)
  7. Click Next
  8. In Specify Additional Criteria, you can select Consent Options
    1. If you want a full list of the record you selected in step 5, you will need to tick Consented, Not Consented and Consent Unknown
    2. If you want a list of the records you selected in step 5 to send an email, select accordingly depending if your correspondence falls inside or outside of GDPR legislation
    3. Click Next
  9. The Information Report allows you to order the report by Status, Code or Name in Ascending or Descending Order
  10. Click Next
  11. Select the Output options 
    1. Preview the report on screen
    2. Print the report to your printer
    3. Export Select and locate a place on your computer for the report to be to saved
    4. Click Finished to generate the report

If you would like to send a letter to a group of your Landlords, Tenancies etc, click here for more information on How do I send bulk emails and letters.

If the above report doesn’t include all the information you require, click here for more information on How can I create my own reports.