Wiki-Quellcode von Portfolio Status

Zuletzt geändert von Administrator am 2014/06/04 09:51

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

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 Portfolio status\\ 
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With the button: ~~back~~ you can reset the query filter fields in one step.

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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.

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