Using reports

Reports open with their filters and results on the same screen. Select a report from the relevant Reports menu, adjust its filters and click Run report.

Dates and periods

• Period fills in the From and To dates; click Run report to apply them.
• Date-range Bank reports normally start with Today.
• All Work Orders starts with Date raised and Today. Choose Date completed when you want to filter by completion date.
• Supplier Statement starts with This Month.
• Current-position reports such as Overdue Work Orders and balances do not require a date range.
• Work Order Surveys starts with Outstanding across all dates. Its dates refer to work-order completion.

Calendar periods include the full period: for example, This Year ends on 31 December. On work-order reports with date fields, clearing both dates includes all dates. Reset restores the individual report’s defaults.

Results and pagination

Filters appear above the results. Use the records-per-page and page controls at the bottom where pagination is available. Counts and totals describe the matching selection, not just the displayed page. If nothing matches, an information message appears instead of results and pagination.

Export and print

Use the available actions at the top right. Export includes the matching report results across pages, using the filters you ran. Tenant Transactions, Tenant Receipts, Rental Credits / Debits and detailed Work Order reports limit printing to 1,000 matching entries; narrow the filters or export larger selections. Summary by Housing Group prints its grouped summary.

Deleting report entries

Where a report supports deletion and you have permission, select the relevant rows on the displayed page, enter a reason, click Delete and confirm the action. Hover over an information icon beside a locked row to see why it cannot be deleted. Read any report-specific warning, particularly when deleting a processed payment file and its constituent payments.