Reporting - Recorded Webinar

In this Webinar we will run through the Reports available within Property Tree and how to export in either CSV or PDF format.

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About this course

What will we cover? 
 
- How to navigate Trust and Reports to show all reports that are available  

- How to export and adjust report filters if needed 
- How to use Tags to generate Reports for certain groups 
- Demonstrate Reports under Configuration for Rent Roll Valuation 
- Demonstrate Business Insights customisable Standard Reports for Contacts 

Curriculum

  • Reporting Webinar
  • Survey

About this course

What will we cover? 
 
- How to navigate Trust and Reports to show all reports that are available  

- How to export and adjust report filters if needed 
- How to use Tags to generate Reports for certain groups 
- Demonstrate Reports under Configuration for Rent Roll Valuation 
- Demonstrate Business Insights customisable Standard Reports for Contacts 

Curriculum

  • Reporting Webinar
  • Survey