Generating the Property passport system report
Procedure
1. Go to the Properties selection level of the Properties and Property details TSI, or any TSI that has the Properties selection level.
2. Select the property/-ies for which you want to generate the report.
3. On the action panel, click Report.
The Reporting window opens.
4. Click the System reports tab.
5. Select the Property passport report.
6. Click Edit report settings and make the required settings in the Property passport settings dialog box.
By default, the fields shown in the report are fixed. It is also possible to configure which fields are displayed in the report. You can add or remove property details fields according to your preferences and needs:
a. Set the Report configurable? report setting to Yes.
b. On the links panel, click Link property details fields.
The Link property details fields dialog box appears. This dialog box allows you to select the fields you want to make available in the report. Select the required fields and click OK. By clicking OK, you will return to the Property passport settings dialog box.
c. Specify a Subheading for configured fields if necessary.
7. Select relevant output options for your report:
◦ Preview & print: enables you to preview and print a version of your report.
◦ Save as: enables you to select an export format. You can choose between the PDF, HTML, CSV formats and three different XLS formats.