The steps below outline how you can create a report showing a list of Tenancy dates due in a specified date range.
The report can be sent to print, be previewed, exported to excel, or you can send a letter/email to the selected Tenants.
This article includes:
Location of the Tenancy dates
- Double click Tenancies from the side menu
- Search for the relevant Tenancy using Search Text by Name, Code or Status
- Alternatively, find the Tenancy using Additional Options from the dropdown menu
- Or select a Branch if multi branch is set up on your CFPwinMan
- Click on the Tenancy
- Click on the Dates tab
These dates can be reported on via the Organiser and each date can be renamed in User Defaults.
For more information on How do I add and manage reminder dates on a Tenancy or Property, click here
Report on Tenancy dates
- Click Reporting on the main toolbar
- Click General on the dropdown menu
- Click Reminders and All Tenancies
- Click Next
- In Source, select Tenancies
- In Status, select the status types i.e. Private. Those selected are highlighted blue
- Click Next
- In Select Reminder Type
- Select the status you wish to produce the report on
- In Specify Date Range, enter the dates you want to report on
- Click Next
- In Report Order
- Select the order which you want to produce your report by clicking on the dropdown menu
- Click Next
- In Tenancies Notification Report
- Select the output you want to generate
- Preview the report on screen
- Export it to Excel where you can save the report to a location on your computer
- Click Finished to generate the report
If you select Letter at step 7, you have the option to send a letter to all Tenants in the date range chosen.
For more information on How do I send bulk emails and letters, click here