Using Reports to Generate and Export Data

The Reports section in Property Meld allows you to access a variety of summaries and detailed insights related to maintenance, invoices, technicians, residents, and more. Here’s a breakdown of the reports you can generate:

Available Reports Overview

Melds

• Meld Summary: View the status, important dates (e.g., creation, completion, schedule), resident reviews, and other key details.
• Invoices Summary: Includes amounts, statuses, vendor names, and submission dates.
• Invoice Line Items Summary: Provides a summary of individual invoice items.
• Expenditures Summary: Displays meld-related expenditures, amounts, and notes.
• Expenditure Line Items Summary: Offers a detailed breakdown of expenditures, including notes and line items.
• Download Invoice & Expenditures: Download a ZIP file of all approved invoices and expenditures within a specified date range.

Owners

• Owners List: Provides owner names, unit ownership details, and contact information.

Maintenance Technicians

• Labor Summary Report: Includes technician names, hours logged, total melds completed, and a breakdown by category.
• Work Log Summary: Tracks check-in/check-out dates, user notes, and technician names.

Residents

• Residents List: Contains names, registration statuses, unit occupancy, and contact details.

Units

• Units List: Lists addresses, ownership details, and property group associations.

Generating Your Report

Click Reports on the left-side, and then choose the report you would like to generate.

Once you’ve selected the type of report you want, you can customize it further using the filters and options available:

Step 1: Filtering Options

• Filter Report Period By:

  • Created Date
  • Completed Date
  • Due Date
    

• Filter by Property Group: Narrow down the report to specific property groups for more targeted data.
  

• Report Period Options:

  • 30 days
  • 90 days
  • 180 days
  • 1 year
  • Custom (select a specific date range)
    

Step 2: Generating Your Report

• After setting your filters, click Generate Report to display the report data on your screen.
  

Customizing the On-Screen Report

Once your report is generated, you can adjust its layout and data display:

• Add, Remove, or Reorder Columns: Tailor the columns to show exactly what you need.

• Sort Fields: Sort data from Old to New or New to Old for easier analysis.

• Adjust Density & Row Height: Choose the level of detail displayed in your report

• Keyboard Shortcuts: Quickly move your cursor through the report table for efficient navigation.

• Enter Fullscreen: Expand the report to fullscreen mode for better visibility.

Step 3: Exporting Your Report

• Once you're happy with your report, click Export as CSV to download it to your email for easy access and sharing.