The reporting feature helps you to extract data whenever you want as a report. Properties app allows you to generate reports based on the Properties list, Properties By Status, Properties By Type, and Properties By Status History. You can export the report with both All Fields and Current View fields. Let’s go through the steps to generate reports in the Properties app.
Steps to generate Properties List Report
- Log in and access the Properties app from the universal navigation bar.
- Select Reports from the App Header.
- Click on the General → Properties List from the left navigation panel.
- On the Property List page, provide the Start Date and End Date.
- Click on the View Report button.
- You can view the Properties List reports on the dashboard.
- Click on the Export button to view the report in CSV format.
- You can view the report in two ways :
- All Fields: Displays all the fields present in the Properties app.
- Current view: Displays only the fields present in the Current Layout.
- The report of All Fields option. Here, you can view all the fields present in the Properties app in CSV format.
- The report of the Current View. Here, you can view the fields present in the current layout in CSV format.
Steps to generate Properties By Status Report
- Click on the General → Properties By Status from the left navigation panel.
- On the Properties By Status page, select the Status from the Status dropdown and provide the required information.
- Click on the View Report button.
- Click on the Export button to view the report in CSV format.
- You can view the report in two ways :
- All Fields: Displays all the fields present in the Properties app.
- Current view: Displays only the fields present in the Current Layout.
- The report of All Fields option. Here, you can view all the fields present in the Properties app in CSV format.
- The report of the Current View. Here, you can view the fields present in the current layout in CSV format.
Steps to generate Properties By Type Report
- Click on the General → Properties By Type from the left navigation panel.
- On the Properties By Type page, select the Type from the Type dropdown and provide the required information.
- Click on the View Report button.
- Click on the Export button to view the report in CSV format.
- You can view the report in two ways :
- All Fields: Displays all the fields present in the Properties app.
- Current view: Displays only the fields present in the Current Layout.
- The report of All Fields option. Here, you can view all the fields present in the Properties app in CSV format.
- The report of the Current View. Here, you can view the fields present in the current layout in CSV format.
Steps to generate Properties By Status History Report
- Click on the General → Properties By Status History from the left navigation panel.
- On the Properties By Status History page, select the Status from the Status dropdown and provide the required information.
- Click on the View Report button.
- Click on the Export button to view the report in CSV format.
- You can view the report in two ways :
- All Fields: Displays all the fields present in the Properties app.
- Current view: Displays only the fields present in the Current Layout.
- The report of All Fields option. Here, you can view all the fields present in the Properties app in CSV format.
- The report of the Current View. Here, you can view the fields present in the current layout in CSV format.
