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Send Reports To a Client / Landlord Automatically When Completed

Associate the report with the correct client / landlord in Web app

1

Click to Clients/Landlords in the menu of HelloReport web app.

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2

Choose the landlord or a client you want to associate with a property.

3

Click to Properties on that client.

4

Click Associate Properties.

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5

Choose the properties you wish to link with the landlord or client.

6

Finish by clicking Associate properties.

Send Reports To a Client / Landlord Automatically When Complete Image

Send Reports To The Landlord Associated With The Property In Web App

1

Go to Account and choose Report Settings in the top right corner of the page.

Send Reports To a Client / Landlord Automatically When Complete Image

2

Click to General in Report Settings.

3

Turn If property is linked to client/landlord, automatically email completed reports to them on (slide right).

Send Reports To a Client / Landlord Automatically When Complete Image

4

Finalise by clicking Update.

Updated on: 30/06/2023

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