People Dashboard

This article will explain how to make the most out of the People dashboard so that specified or groups of applicants can be accessed quickly.

Quick Lists

There are a number of Quick lists on the People Dashboard page, which would have been agreed and set up at the system implementation stage, therefore they can vary slightly from system to system. A standard set up will break down applicants by status such as "online to be validated", or all applications that have filled out a change of circumstance form, pending applications, etc. Your set up may contain more depending on your specification. To view your Quick lists, follow the steps below:

1. Click on the "People" tab
2. Click on a Quick list
3. A list of applicants and some summary details will show

Note: Some of the data in the video has been blurred for confidentiality reasons. 

Did you know: New applicants are usually referred to as Homeseekers and current tenants as Transfers.

Saved Templates (Coming Soon)

Additional Quick lists can be created as saved templates. These are set up via the generic list report. Click here for more detailed guidance on reporting. This article will be updated soon as this functionality is not available yet. 

1. Click on the "Reports" tab
2. Select "Generic list" report
3. Run and save your desired template 

Note: If you'd like to make changes to your dashboard lists that aren't possible by adding quick links, please contact your account manager.