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Info
titleUseful Information

Most reports in the Lettings menu allow you to select between a Presentation style and a data sheet style
The Presentation version of the report provides a printer-ready formatted report
The Data style provides a data grid for easy exporting to Excel

To Print the report hover the mouse over the report and select the Print icon from the pdf viewer menu bar

Unpaid Invoices Lettings Report

This report

provides a list of

displays all

invoices - unconfirmed invoices will be indicated by an asterisk

overdue invoices for which payments are outstanding

  1. Click on the Lettings tab
  2. Click Reports
  3. Select Accounts list Unpaid invoices
  4. To add a Filter click on Add selection criteria ...
    1. Select the required Field
    2. Select the required Condition
    3. Select the required Value
    4. Click on Add to list
  5. Click OK
  6. Click OK

Switch between the following 3 views:

  • Presentation style - provides a printer-ready formatted report
  • Data report style - provides a data grid for easy exporting to Excel
  • Excel - click the Export button to send the data grid to Excel

Note: If the report does not open in the expected format, check that the default program for opening csv format files on your PC is set to use Excel. If necessary consult your IT Support Team.

Data sheet style

Image Added

Presentation style

For further help see:

Page Tree
rootReports for Lettings

SCO Modules

FAQs