Reports dropdown menu - Lettings

If you click Reports on the main homebar, you'll see a list of reports that can be generated. Most of the reports are available in either .pdf or .csv format.  

Lettings Reports

• Trial Balances Report - You can choose between a simple report that will give you a summary of your cash book and a detailed report of all the cash you hold at the moment. Choose Simple or Detailed in Report Type, and select Yes in Save report? to keep a copy in the Report History, where you can view previous reports by year
• Cash Book Report - Lists the transactions through your bank accounts between two dates. Choose the date range and which Bank Accounts to include 
• Agency Income Report - This is a report of the total Agency Income and VAT between two dates. You can filter it by Offices
• Agency Payment History - Lists the agency payments made from a bank account between two dates, showing the Date, Description and Total of each. Choose the account in Paid From and the date range
• Rent Reports - Choose Rent Arrears, Rent Pipeline or Rent Received as the Report Type, then set its options
  • Rent Arrears (with option choices for arrears older than, all tenancies, specific tenancy or landlord) - Lists tenancies with rent outstanding for longer than the period you choose in Arrears Older Than. Filter by Offices, and generate it for All Tenancies, a chosen landlord or a chosen tenancy 
  • Rent Pipeline (between dates and choosing between management types) - Lists the rent due between two dates. Choose whether to include Applications, Tenancies or both, which Management Type to include (Fully Managed, Rent Collection Only) and which Offices. For each rent, it shows the Rent Date, Landlord, Tenancy, Status, Management Type, Rent, Management Fee, Fee Amount and Fee Amount Plus VAT at 20% 
  • Rent Received (between dates) - Lists the rent received between two dates. You can filter it by Offices
• Landlord Retention Report - Gives you a list, by the office, of Landlords that you have kept retention balances on. You can filter it by Offices
• Landlord Income Report - Shows landlord income within a date range, for All Landlords or Selected Landlords. In Output File Options, choose a PDF file per landlord (zip format), all reports combined in a single PDF file, or a CSV file per landlord (zip format)
• Deposits Held Report - This is a report of all the deposits that you hold, and where you are holding it. You can filter it by Offices
• Invoice Report - Provides a list between dates of invoices created. The list will also tell you if the invoice has been paid. You can also filter it by invoice number, using Invoice Number From and Invoice Number To, and by Offices
• Ledger Audit Report - In Select Report, choose between Suspense Activity and Deposit Scheme Activity, then the date range and which Bank Accounts to include. Note that the transaction must be reconciled before it will show on the report
• Linked Agency Bank Account Report - Choose the Client Bank Accounts and Offices to include, and tick Include Archived Properties to include archived properties

HMRC Reports

• S23 (18) Report - This is a list of all your Landlords showing their properties and the income they have had over the previous tax year, laid out in the exact format that HMRC requires. Choose the Tax Year, and in Which landlords do you want to run this report for? choose All landlords, UK resident landlords only or Overseas resident landlords only, depending on your tax office preference
• Landlord Audit Report - This is a report of all active landlords within a tax year. Choose the Tax Year and which Offices to include
• Non Resident Landlord Report - This is a report of all your non-resident landlords within a tax year. It shows whether the landlord has an approval number and how much tax you have retained from the landlord and whether that tax has been paid to the HMRC. Choose the Tax Year and which Offices to include, then click Generate
• Annual Tax Return (NRLY) - This report shows the rental income, expenses, and tax taken on a year to date basis. The current year will show as incomplete until all four quarters are updated. Choose the Tax Year to report on
• View Quarterly Tax Returns - This is a report per quarter of the tax withheld. The quarters are built up through updating the Pay Overseas Tax section of the Payments menu. Choose the quarter in Select Quarter
• Non-Resident Landlords Scheme (NRL6) - Jupix will create the annual Tax declaration certificate that you have to produce for all your non-resident landlords. Choose the Tax Year and a Signatory (or Leave blank), and produce it for All Landlords or Selected Landlords

General Reports

• Property Performance Report - This is a property-specific report for the landlord. In Produce Report For, choose your instructed properties on the market or A selected property. Choose the Summary Duration and which Sections to include (Marketing Summary, Advertising Summary, Viewing Summary), whether to Include Future Viewings & Adverts, and the Number Of Copies (One copy per landlord or To the primary landlord only). Tick Generate cover letter to add a cover letter, with your own Body text and From name
• Property Inactivity Report - In this internal report you can search for inactive properties that may need a boost or for ones that have slipped through your net. In Include properties with, tick any of No advert, No enquiries received, No mailouts sent out, No landlord contact or No viewings, and choose the number of days for each. You can also alter the period of inactivity from 7 days to 28 days. Filter by Offices, and sort the results with Order By
• Board Reports - Choose Board Change Report or Board Status Report as the Report Type, then which Offices to include
  • Board Change Report - Lists the board status changes made in the period you choose in Board Status Changes Done. You can filter by Board Contractor, choose whether to Only include the latest board status, and tick Board changes on residential lettings properties only to limit it to residential lettings
  • Board Status Report - This report will tell you of the statuses of your boards. The status is changed on the property record as you move through the letting process. You can filter by Board Status and Property Status, and choose how to Order Report By
• Key List Report - Provided that you have entered the key details in the Key Management section of the property record, this report will show you the current status of the keys. In Report Type, choose Keys currently checked out of the office, All keys belonging to my office ordered by key set name, All keys for my office ordered by property address, or Customise report...
• Agency Performance Report - Provides a list of key performance indicators of the main activities you carry out on a monthly basis. Left-clicking on one of the numbers in any column will open a list of the item. This report is also available by the office. Choose the Office (or All Offices) and the date range, then click Generate. The Agency activity summary shows market appraisals booked, attended, won and instructed, markup and measures attended, total properties instructed, viewings booked, attended and unaccompanied, properties withdrawn, price changes, applicants registered, landlord contact calls, and enquiries received and closed. The Agency conversion ratios show Appraisals to new instructions (%) and New instructions to withdrawals (%)
• Office Performance Report - Provides a list of key performance indicators of the main activities you carry out on a monthly basis. Left-clicking on one of the numbers in any column will open a list of the item. This report is also available by the agency
• User Performance Report - Provides a list of key performance indicators of the main activities you carry out on a monthly basis by the user. Left-clicking on one of the numbers in any column will open a list of the item. Choose the Office and the date range, then click Generate. For each user, it shows market appraisals booked and attended, market appraisals won and instructed (booked and attended), markup and measures attended, viewings booked and attended, properties withdrawn, applicants registered, landlord contact calls, enquiries added and closed, and calls made
• Text Message Usage Report - Shows the total number of texts sent within a date range by office. Choose the From Date and To Date, then click Generate
• Applicant Registration Trends Report - This is a report showing a consolidation of statistics of applicant requirement trends on a month by month basis. The report shows figures for minimum bedrooms, maximum rent, property type, and region. Choose the date range, then use the Minimum bedrooms, Maximum rent (pcm), Property type and Region tabs to switch between them
• Referral Report - This report shows where your applicants and appraisals are sourced from. It does mean that you need to enter the information on the applicant and appraisal screens. The report can be generated as a simple table within a customisable time frame or as a detailed report for whole months. Choose Simple or Detailed in Report Detail, the period in New Referrals In The Past, the Offices and Record Owners, and the Referral Types (New Lettings Applicants, New Lettings Appraisals)
• Current Applicant Demand Report - This is a graphical report showing maximum rent, minimum bedrooms, property types, and regions. Click the print icon to print it
• Current Applicant Demand Analysis Tool - Combine Region, Bedrooms, Rent and Property Type to identify the most in-demand properties from your current applicant mailing list. Choose whether to Show hot applicants only?, then click Go
• Current Property Stock Report - This is a graphical report showing the numbers of properties within a rent band, numbers of bedrooms, types, and regions. Click the print icon to print it