Re-Leased's Report Builder provides an easy-to-use solution for reporting and analyzing multiple data sources across properties, tenancies and areas, saving you valuable time when you need to share critical information with key stakeholders on an on-going basis. Whether you need to provide monthly, quarterly or yearly reports to Boards of Directors, insurers, banks, or valuers, you can do so with confidence using the new Report Builder capabilities.
With Report Builder, you can now create, edit, download and save customised tabular view reports, such as Tenancy Schedule, Property List or Tenancy list, specifically tailored to your unique business requirements. With minimal effort, you can generate reports that are formatted to suit your and your stakeholders’ preferences, from column ordering to the amount of data presented. This means you can access the information you need whenever you need it, in the format that suits you best.
Navigate to Reports > Report Builder
The Report Builder Page
The Report Builder main page provides a centralized location for creating and managing customized reports. With access to report templates and the ability to search, edit and delete reports, you can quickly and easily find the information you need without having to navigate through multiple pages or systems.
When you need to create a new report, you can start by choosing from sample report templates. These templates provide a foundation for your report but can still be easily customized to suit your needs.
For example, the Tenancy Schedule sample report can be accessed by clicking the Tenancy Schedule tile on the top left side of the Report Builder page. This will bring you to the Tenancy Schedule report builder page. Click here to learn more about getting started with creating reports on Report Builder.
In the custom report section, you will find all the reports you have saved in the Report Builder.
Number of saved reports
The numeral displayed beside your "Saved Reports" heading indicates both the total count of reports you've saved and the maximum number of saved reports allowed by your subscription. For example, 6/50, means you currently have six saved reports out of a maximum allowance of 50 reports.
To find reports based on names or descriptions, you can use the name or description search function. By typing in the search term, the search function will search for reports that match the name, description, or both.
Filter and Sort Reports
You can filter and sort the Report Name, Description, and Create Date columns in ascending order and in descending order by clicking the ↑ or ↓ symbol next to the column name.
Update a report
You can make changes to any of your reports. Click the name of the report > make required changes > Click Save and choose one of the following options:
- ‘Save changes to this report’ will persist the columns selection/ordering
- ‘Save as new report’ creates a new custom report from the current selection
- ‘Update details’ opens up a side panel which enables the user to update the report name and description. The same side panel is displayed when clicking on the pencil icon next to the custom report name.
Deleting a report
If you have any reports you no longer require, you have the option to delete them. On your Reporting page, scroll down to the Custom Reports section, and click on the trash can icon located on the right-hand side of the report you want to remove.
A confirmation message will appear on your screen asking you to confirm you want the report to be deleted. Click Delete report to delete, otherwise close to return to Report Builder page.
Now that you know the basics about the Report Builder, learn more about how you can get started building custom reports by following this link →