5.4.6 Reporting

The Reporting screen is only available for the Management Team / Directors

If the Directors Portal is turned on within the settings screen and the Reporting menu is turned on then it will display this new screen: 

The reports available to Management Team / Directors is based on the Portal settings. More info on the settings: 5.2.1 Portal Setting - Workbench

It allows Management Team / Directors to have the flexibility to see reports like the ones in the Block Reports screen. 

• Related Articles

• 6.5.1 Reporting - Tickets

  A number of reports are available in the Workbench to support the management of tickets: 1)    Access the following via the menu option: Reporting -> Reporting -> Ticket Management then select from the following reports from the dropdown list Report ...

• 4.10.4 Reporting - Block

  The reporting screen provide a range of reports relating to the block. These can range from financial reports to list reports which you can print of and analyse for a better view of the data in the block. Access via the menu option: The Block -> ...

• 3.1.4 Reporting - Workbench

  Blocks Online provides a number of reports to support staff with the management of all blocks loaded into the system. Some are listed below: Service Charge Report: 012a – Budgets to be Primed. This report lists all blocks that require a budget. By ...

• 7.6.1 Reporting - Credit Control

  A number of reports are available to support the Credit Control function: Credit Control Blocks On hold – This report lists all blocks that have been placed on-hold and are therefore not included in any credit control batch processing Credit Control ...

• 4.8.4 Workbench - H&S Summary

  In the Workbench, the H&S Summary screen provides an overview of the status of H&S assessments indicating which H&S assessments need to be scheduled, which ones are late or due soon. This reporting screen also shows which assessments are scheduled ...