How do I Customize Reports in the Properties app?

Updated on August 10, 2022 03:54AM by Admin

Properties Reports will give you a related overview of all properties you have generated in a given time period. You can customize the report setting to hide or show your reports in the properties app. You can also provide access privileges to your employee for reports. We have given the steps in three stages, please go through the same to get a gist.

Steps to Customize Reports:

  • Log in and access Properties App from your universal navigation menu bar.
  • Click on the More(...) icon and select Settings at the app header bar.
Properties - Settings
  • Click on the General drop-down and select Reports from the left navigation panel.
  • In the Reports dashboard, you can view the list of reports.
  • By default, all properties report will be in Show Status.
Properties - Reports
  • You can hide any properties report by disabling the toggle. For Instance: Properties List.
Properties - Report Disabled
  • In the Reports section, you cannot view the Properties List report (Due to “Hide” enabled) as shown below:
Properties - Report No PL

Steps to Create Privilege:

  • Click on Create Privilege in the Reports settings dashboard to create privilege.
Properties - Create Privilege
  • You can view the Create Privilege popup page, as shown in the image below.
  • Click on the Create button to finish, now created privilege will be listed in the dropdown. For instance: Access Denied
Properties - Privilege Created
  • Now you can set this privilege to General Reports. For instance: Properties List
Properties - Added Privilege

Steps to Create Roles and Set App Privilege:

  • Navigate to your Employees App from your universal navigation menu bar.
  • Click on the More(...) icon and select Settings.
Employees - Settings
  • On the Settings page, go to Security → Roles.
  • Create a role or Select any role, here I would like to select the role named "Access Denied".
Employees - Roles
  • Add the privilege which you assigned as Privilege in Properties Reports settings into that role.
Employee - Role Update
  • Add the role to the Super User.
  • Based on Privilege added, employees(Under superuser) will be restricted to view general reports in Invoices App as shown below(Invoices List Report will not be shown).
Properties - Final SS