Creating User-Defined Reports and Letters

Course Overview

This Intermediate Training Course provides clients with an understanding of core PropertyBoss concepts and features related to Creating reports and letters that are user-defined and company specific. Taught in a one-on-one web based format, the course is designed to enable clients to create user-defined reports, customize letters and box scores, as well as define report groups.

Course Outline

Merlin Reports

• Modifying the Default Layout
• Selecting Groups
• Defining Sort Fields
• Defining Filter Fields
• Saving Reports and Setting Default Reports

Report Groups

• Creating Custom Report Groups
• Defining Reports Contained in a Report Group
• Saving a Report Group

Report Heading Customization

• Defining Report Heading Fields
• Defining Report Images
• Saving Report Settings

Letters (MS Word and PropertyBoss Field Merging)

• Customizing a Standard Letters
• Importing a Microsoft Word Letter
• Merging PropertyBoss Fields into a Microsoft Word Letter
• Printing Letters to Multiple Tenants and/or Owners

Box Score Customization

• Defining Box Scores
• Customizing Box Score Information
• Adding and Deleting Box Scores

Course ID: SvcWeb22

This Intermediate Training Course provides clients with an understanding of core PropertyBoss concepts and features related to Creating reports and letters that are user-defined and company specific. Taught in a one-on-one web based format, the course is designed to enable clients to create user-defined reports, customize letters and box scores, as well as define report groups.