Property Dashboard

This article will explain how the property dashboard is designed to be able to quickly access specified or groups of applicants. 

TABLE OF CONTENTS

• Quick Lists
• Saved Templates
  • Creating a Saved Template 
  • Removing a Saved Template
  • Deleting a Saved Template 

Quick Lists

There are a number of Quick lists on the property dashboard page which would have been agreed and set up at the system implementation stage, so they tend to vary slightly from system to system. A standard set up will break down properties by ready to advertise, nominations requested, all voids and problem adverts. To navigate through your quick lists, follow the steps below:

1. Click on the "Properties" tab.
2. Select the desired Quick list or saved template by clicking the text.
3. A list of properties and some summary details will be returned.

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

Saved Templates

Creating a Saved Template 

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. 

1. Click on the "Reports" tab.
2. Select "Generic List Report".
3. Run your desired template.
4. Click "Save this report" and make sure Yes is selected to the Save to my dashboard question. 
5. Click "Save changes".
6. After that, go to "Properties" on the left side panel, and the report will be under "Save templates". 

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.

Removing a Saved Template

To remove a saved template from the dashboard:

1. Click onto the report from the dashboard.
2. Go to "Save this report". 
3. Make sure No is selected for the Save to my dashboard question. 
4. Click "Save changes". The saved template should no longer show on the dashboard. 

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.

Deleting a Saved Template 

To delete a report template:

1. Go to the "Reports" tab on the left hand side. 
2. Click "Generic List Report".
3. Click "Open an existing report". 
4. Select the report you wish to delete, and click "Delete Report". 
5. Click "Confirm".