In SME Professional, system data can be exported in two ways. Details on each option are below:
1. Exports page
Our Exports page contains a list of pre-set exports that cover aspects of both the general and financial systems.
Go to Admin > Exports
Locate and click on the name of the relevant export
The export will be downloaded to your computer in the form of an Excel spreadsheet
What each export contains:
Export | Description |
Properties | List of all lettings properties |
Current tenants by property | List of all tenants with a 'current' status |
Status changes | List of all status changes made to lettings and sales properties |
New properties added per month | Number of all lettings properties added by month |
Maintenance notes | Details of all maintenance notes recorded |
Maintenance reports | Lists maintenance reports over a select period |
Correspondence actions | List of actions taken against correspondence items |
Utilities exports (Spark, Glide, Ittria and Tenant Shop) | List of all required utility information for the selected utility changeover company |
Insurance | List of insurance details recorded against current lettings properties |
Bulk safety certificates for renewals | Lists all safety certificates up to and including the specified expiry date |
All tenants | List of all tenants |
Tenants - details for mailing systems | List of preferred email addresses for all tenants |
Owners of current properties | List of all owners of current lettings properties |
Current owners (landlords) - details for mailing systems | List of preferred email addresses for all landlords, including the Marketing consent, Management type and Owner Status set against each owner |
All contractors | List of all contractors |
All potential tenants | List of all potential tenants |
Current potential tenants | List of all current potential tenants |
2. Individual pages
In addition to the pre-set exports, the data on most system pages can also be exported. To do so, click on either the Export or Copy button (located to the right of the search field).
The Export button will download the data into a CSV file (Excel spreadsheet) whereas the Copy button takes a copy of the data, allowing it to be pasted where required.
Note: To create a bespoke export that includes data from multiple exports, a VLOOKUP can be performed on Excel.