BUILDING: Management Report
The building manager's building management report is a comprehensive document that provides an overview of the building manager's activities, responsibilities, and performance in managing a specific building or property. This report is typically prepared by the building manager and shared with the committee or management. There have been additional filters that have been added to the reporting.
This article will cover the following:
- How to generate the management report.
- What different filters can be utilised when running the report.
How to Generate the Management Report
Under Building > Select Management Report.
3. Select the date range for the cases to be included in the report
4. From the calendar select the date range
5. Locate the slider control indicated and add or remove various columns that will be visible when producing the Management Report module
6. Build your management report by:
- Selecting the date range
- Filter by Case Type, Case Status, Companies, Priority, Assets, and Apartments.
- Select what to additionally include, such as Maintenance schedule, Case Graph, Job Area, Documents, Invoices, Quotes, Photos and Notes by using the toggle on or off slider below each option.
- Filter and sort by using the Slider (right hand side) to view and decide what to include in your report
- Select the cases you wish to include in the report using the left side check box
7. Once you're done making your selection, you are able to export your report by selecting either PDF, Word Doc or Excel.
TIP: If you need to make major edits to your report, such as specific formatting etc, its best to export in Word and make those edits. Otherwise choose PDF for a generic format.
