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Useful 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

Income Analysis Lettings Report

This report provides a list of

all invoices - unconfirmed invoices will be indicated by an asterisk

income for a date range

  1. Click on the Lettings tab

  2. Click Reports

  3. Select

Accounts listTo add a Filter click on Add selection criteria ...
  • Click OK
    • Click

    1. Income analysis

    2. Select the required

    Field
  • Select the required Condition
  • Select the required Value
  • Click on Add to list

    1. Data range

    2. 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

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    For further help see:

    Page Tree
    rootReports for Lettings

    SCO Modules

    FAQs