Property Groups can now be used as a filter when generating selected Management Reports, allowing users to run reports for one or multiple groups for improved portfolio analysis and reporting flexibility.

This enhancement is available to Property Manager and Trust Accountant users on the following Management Reports:

• Diary Report
• Insurance Report
• Excel Report
• Bond and Bank Guarantee Report

When generating one of the supported reports:

1. Navigate to the relevant report page under Management Reports.
2. Use the Property Group multi select field.
3. Select one or multiple Property Groups.
4. Select your preferred report Advanced Options
5. Generate the report in your preferred format, such as PDF, Excel or Print to Screen where available.

The report results will then only include properties associated with the selected Property Group or Groups.

If no Property Group is selected, the report will continue to display results in line with existing functionality.

Example of the enhanced Insurance Report:

How to Configure Property Groups

1. As a Trust Accountant User, navigate to Configuration > System Configuration
2. Select Parameter Type PROPGROUP
3. Click Add New Parameter
4. Enter your preferred Parameter Code using 10 characters
5. Enter your preferred Parameter Description
6. Click Submit 

How to assign a Property Group to a Property

1. Navigate to Properties > Property Summary
2. Select a Property from the drop down list
3. On the Overview Tab, scroll down to the Reporting section and click on the edit pencil 
4. Select the relevant Property Group from the drop-down list.
5. Click the green tick icon to save