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 (Coming Soon)

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 (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.