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.
The Report Builder Page
The Report Builder main page provides a centralized location for managing and creating customized reports. With access to report templates and the ability to search, edit and delete saved 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.
Using Search for 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.
Deleting custom reports
If you have any custom reports that you no longer require or have duplicates of, 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 →