Mass Creating Reports

This feature allows you to generate multiple reports of the same type in a single action, providing greater efficiency and flexibility.

It’s especially useful in situations such as an approaching storm, where you may need to create “Pre-Storm” reports for all your customers at once — helping you prepare quickly and respond proactively to the event.

Start by going to Scheduling (the Schedules tab) and click Mass Add Schedule.

In the Properties list, select the properties that you want to create reports for — use Select all, or filter by name or address and tick any number of properties. The count of selected properties is shown as you go.

Enter the information as appropriate. Note that whatever you enter in the Report Title field is prefixed with the property’s name. So for example if you put “Pre-Hurricane Check” as the report title, the report will be titled “Joe & Jane Smith - Pre-Hurricane Check”.

Enter the Start Date and time, the template, technician and billing information for this report, and click Create Reports. The system creates a one-time report for each selected property.