How to use reports to see owners, agents and contractors details

Modified on Tue, 26 Mar 2024 at 08:43 AM

Within our people's report is the ability to run reports on

  1. Property owner
  2. Contractors
  3. Agents


Step 1 Go to reports>peoples>user group details


 

Choose from the accounts listed and then get to the next screen and run in enhanced


      


Step 2 Owner report> hit the + button to view contacts within the owner entity. The report will also show last time they were remitted and their last activity log in date

  

Contractor report>hit the+ button to view contacts within the contractor entity. Filter by private or public contractors. The report will also show the last work order date  

  

Agency report>hit the+ button to view contacts within the agency entity. The report will show when they last added a tenancy

 

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