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Delegates Report



Delegates Report
This report will detail all of the points delegated to other Customer/Occupant or Vendors. This report can be used to ensure that certain points are only delegated to the desired recipients.


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Step by Step

Create Delegates Report


  1. Log in and navigate to Delegates Report. Main Menu-> Reports-> Delegates Report
  2. Select the System from the system drop-down menu.
  3. Select how you want to organize the report with the View By drop-down menu, either by Point or Recipient.
    • Note:  The information will be exactly the same just arranged in a different order. 
  4. Next, select the format you want the report in, either PDF or Excel spreadsheet.
  5. When finished use the shortCreateBtn.png button to generate the report.
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