The Re-Leased Report Builder is a powerful new reporting tool which helps you to create, edit, save and download customised tenancy and property reports with minimal effort. Get started with sample report templates, including Tenancy Schedule, Property List and Tenant List, customize and arrange data to suit your needs, and enjoy presenting key information with confidence.
Create a new report
When you create a new report in Report Builder, you start by choosing from sample report templates, such as Tenancy Schedule, Property List or Tenant List.
For example, if you want to create a Tenancy Schedule report, click on the Tenancy Schedule tile. This will bring you to the Tenancy Schedule report builder page, where you can customize the report to meet your specific needs.
Next, decide whether to run your report data with or without pre-set filters. If you want your report to include the most commonly used filters by default, select Explore my data. However, if you prefer to specify your own filters, click Select my filters. In either case, you can always adjust your filters later if necessary.
To generate a report without pre-set default filtering, click on the Select my Filters option and choose relevant filters and data sources in the next Tenancy Schedule filter selection screen which opens up on the right-hand side. Click Apply Filters to generate your report.
Once the data has been successfully added, the sample report template will be populated with your information.
Customize columns, search and sort and group report data
To customize the report to meet your specific needs, click Columns to add, reorder or remove data in your report. You can scroll up and down the column list view or use the search bar at the top of the column picker to expand or narrow down the list of available data sources. Select or deselect information by ticking or unticking a box in the column list. To customize in which order data appears in your report view, use the drag handle on the left to change the order of the columns in the report.
Sort and rearrange report data
You can sort and rearrange your report data by one or more columns, by ascending or descending order, or by doing a multi-level sort.
Click the column hear to sort either by ascending or descending order. The column or row is sorter accordingly.
- If the grey arrow is pointing up, data in that column is in ascending order.
- If the grey arrow is pointing down, data in that column is in descending order.
The quickest way to add tenancy or property grouping to your report results is done through selecting the preferred option from the Group by dropdown menu.
Download and share a report
To download and share your report, click the Download dropdown menu in the upper right of a report and select your preferred file format for the download (Excel or pdf). Once the download is processed, you can easily share the report with your key internal or external stakeholders as an email attachment.
When you download your report, it will include all the customizations you made, such as adding or removing filter columns and data sources. If you need to make further changes to the report before downloading or sharing it again, you can do so by referring to the Edit custom reports section below.
Save a report
To save your report template in Report Builder, click Save dropdown menu icon on the top right and click Save as new report. Give your custom report a name and add a short report description to access it again at any time.
Edit a saved report
You can edit your saved reports in Report Builder if you need to make further changes or updates to your report. To do so, select the report you want to modify from the Saved Reports list on the Report Builder main page.
Once the report has loaded, you can start making changes to the report columns and filters. Once you have finished editing your report, click Save and choose one of the following saving 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.