Portfolio Status

 

Portfolio Status 

In the menue Reporting > Standard > Portfolio Status you get the following form:

Portfolio status

With the button: back you can reset the query filter fields in one step.

With the aid of this form you can generate broad reports based on monthly inputs.

It is advisable to choose the option: Export in the background when you have long reports, complex calculations or when your system uses a VPN or goes through a firewall.

With the button: query you start the report, during this you can see on the top right of your screen a message that the enginge works on the report. Additional you can choose the option: Notification with E-Mail (if not you just see on the top right a small popup, with the announcement of the generating report). In this case you have to configure  an E.Mail

address. For security reasons the compiled tables will remain for by default one month in the system.

With the button: query you start it with the acucumulated rentals of a year till the desired month and the rental forecast till this month to the end of the year as well as object data (plains, renovations, …)for this month.

Yet you have another question leave it on this site for the metamagix-support-team.