How to create a new report

Click the Create a new report button.

Select the types of reports to include:

• Rent Payments.

• Sales Positioning.

• Booking Summary.

• Aged Debtors.

• Council Tax Exemption.

• Cashflow.

Select the locations covered.

• All locations will be included if no location is selected.

Select the tenancy statuses covered:

• All statuses will be included if no status is selected.

Enter the earliest start date and latest start date.

Set if you want the report to be emailed regularly.

• If set to yes.

  • Select the frequency.

  • Select the day of the week.

  • Enter the email addresses for the report to be sent to.