Wiki-Quellcode von Portfolio Status

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

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 3: Portfolio Status 
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 8: In the menue ~~Reporting > Standard > Portfolio Status~~ you get the following form:
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11: {table}
12: {image:portfolioStatus.jpg|999|800|left} \\ 
13:  Portfolio status\\ 
14: {table}\\
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17: With the button: ~~back~~ you can reset the query filter fields in one step.
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21: With the aid of this form you can generate broad reports based on monthly inputs.
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23: 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.
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25: 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
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27: address. For security reasons the compiled tables will remain for by default one month in the system.
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29: 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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34: *Yet you have another question leave it on this site for the metamagix-support-team.*