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How to Run Reminder Reports

Run a report to see which of your customers have services due in a certain date range.

Aron Washer avatar
Written by Aron Washer
Updated over a year ago

  1. Head to the "Reports" tab.

  2. Select "Create" for either Gas Service Due or Oil Service Due.

  3. Click on the "Start Date" to select the beginning of the range.

  4. Click on the "Add Days to Start" dropdown box to quickly select an end date or;

  5. Click on the "End Date" to select a specific date for the end of the range.

  6. Click the "View Report" button.

You will now see a list of all properties that fall into the specified date range. By default, the "Ignore Year" box is ticked. Untoggle this to refine the search to just the services due in the date range.

You can click "Export Report", located next to the "View Report" button, to export the report you've as a .csv file.

You can click the "Print All Customer Letters" or "Print All Tenant Letters", which will create a series of documents printed to screen that will allow you to print to paper.

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