The menu path for admin reports is as follows: Reporting > Admin Reports > [Report Name], for example: Reporting > Admin Reports > Activity Feed.
The following table gives a description of each report.
Report Name | Description |
Activity Feed | Search for information contained in the Activity Feed. The report has a variety of filters, allowing you to find activity feed records quickly. |
Email History | Search for email messages sent from Breeze. From Breeze, you can send messages to tenants, prospects, owners, and vendors. You can search by sender, recipient, subject, body text, and date range. |
Communication History | View all your communication (email and SMS) with a person in a single place. |
Deleted Items | Search for records of deleted transactions. You cannot restore deleted transactions, but you can view detailed information about them, including the date they were deleted and the user who deleted them. |
Task Runner Report | View a log of automated tasks performed by the system: the task name, the start and end times, and the status -- success or failure. |
Chart of Accounts | View the COA in a report format, with the ability to export the COA to Excel. |
Charge Codes | View the charge codes in a report format, with the ability to export the codes to Excel. |
To run an admin report
Go to Reporting > Admin Reports > [Name of Report]. The filter appears.
Complete the filter and click Display. The report appears.
In some cases, the report appears without completing the filter. If you need to filter the results, click the filter icon (
).
To export a report
To export a report, click one of the buttons in the top right.
Excel: Breeze generates and downloads an Excel file.
PDF: Breeze generates and downloads a PDF file.
Email: Breeze opens another window, where you can compose an email message and send it with the list as an attachment (a PDF).
To drill down from a report
In many cases, you can start at a report and drill down to detail records. For example, from the Charge Code report, you can drill down to individual charge code records by clicking anywhere in a row.