This month’s update includes a number of improvements to the reporting capabilities as well as additional new features requested by our users:
Detailed Transaction Report
A new report has been added to allow reporting and export of detailed transaction information. It can be found from the reports menu as shown in the following screenshot:
The report supports selection of transactions by property unit and date period and will show all available details for the transactions in question as shown in the following sample:
Expenditure Analysis by Supplier
The Expenditure Analysis report has been expanded to allow filtering by supplier. The following screenshot shows the new parameter at the top of the screen:
In addition, the report now shows a breakdown by property unit, which helps visualize how a supplier’s expenditure has been distributed across your portfolio, e.g.
Making it easier to find Tenancy records
On the Tenancies page, there are now a number of different mechanisms to make it easier to find the record you’re looking for:
- You can use the drop-down list above the list of tenancies to filter the list by a property unit.
- You can use the text box in the Tenant Name column heading – this will find all tenants that have a name containing the typed in characters.
- You can click on column headings to sort the list by that column.
The following screenshot shows the different options graphically: