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Use the tenant action report in the CMS

How to View and Email the Tenant Action Report on the CMS

Summary

Learn how to open the tenant action report from a completed inspection in Inspection Manager CMS and use the available report actions.

This article covers:


About the tenant action report

The tenant action report lets you review tenant action items recorded during an inspection and then print, download, download media, or email the report from the CMS.


Before you start

Before emailing the tenant action report, make sure the required email setup is in place.

  • Ensure the inspection is in Completed status so the Tenant Action Report option appears in the inspection row menu

  • If you want to use a template, ensure that an email template has been created

  • Make sure the tenant has a valid email address recorded


View the tenant action report

Use the inspection row action menu to open the tenant action report from the inspections list.

  • Go to: Inspections on the left-hand menu

  • Find the relevant completed inspection

  • Select the action drop-down on the right of the inspection row

  • Select Tenant Action Report

Use the available report actions

After you open the tenant action report, you can use the report actions shown at the top of the page.

  • Select Download to save a PDF copy of the report to your device

  • Select Print to print a paper copy of the report

    • Print opens the browser’s print settings

  • Select Download Media to download the report photos by area in a ZIP file

    • Allows you to select all or various rooms

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