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Version 1.8.1 📊

  • Writer: Leslie Leahy
    Leslie Leahy
  • May 1
  • 3 min read

Everyone loves a good report, and now you can create your own custom reports in OPEX! 😮


  • Reporting: Access all OPEX reports from a single screen and create your own sophisticated Excel report

  • Enhanced PDF Support: Our PDF processing has been enhanced to better support complex PDF files, such as those created by AutoCAD software

  • Finance Merge Fields: Our individual finance merge fields (eg: "Finance Amount") will now show "N/A" where a contract isn't subject to finance

...continue reading for all the details.


Reporting

Ready to create your own Excel reports that can be saved and generated directly from OPEX? Lets take a look! 😎


We've introduced a new main menu item called "Reporting" where you'll find all of the standard "OPEX" reports, these include:


  1. Sales Schedule (the legacy sales schedule report)

    1. Note we plan to remove this report in the near future as we expect you'll create far better sales schedules using this tool ;)

  2. Events (the same export as run from the Events screen)

  3. Project Lots (the same export as run from the Lots screen)

  4. Project Contracts (the same export as run from the Project Contracts screen)

  5. Project List (the same report as run from the Projects screen)


You can't edit the standard OPEX reports...however, the most fun thing about the new Reporting system is the ability to create your own custom Excel reports.


Keep reading to learn now. 🤓



Creating a Report

Custom reports can be created by "Law Firm" users and have the following features:


  • Set a report name and description

  • Set permissions to determine which user types can see the report (eg: make a report only available to "Agent" users)

  • Specify if you want the report to have one row per "lot" or per "contract" (eg: if set to "per contract" and lot doesn't have a contract against it, it wont be included in the report)

  • Add the "Table Columns" you want included in your Excel report, the Table Columns include all contract merge fields, all lot related data, and all "list" information (eg: a list of selected improvements for a contract)

  • Table Columns with finance data (eg: "Purchase Price") are automatically summed at the bottom of the column

  • We've added even more merge data points for so you can create some awesome reports

  • Click and darg to re-order the columns

  • Click on a table column name in the report list to rename it

  • Save a report as "Draft" to only allow other people in your firm to view it (great when you're playing with new reports)

  • Change it to "Published" to make it available to other users



Favourite a Report

Click the 'star' on a report to add it to your "Favourites".


Report Permissions

Use the context menu (three dots at the top right of a report card) to access the "Permissions" for that report.

Here you can specify which user types are able to see and run this report.


Example

Below is an example of a custom report created in OPEX, note the following:


  • The header has an OPEX blue background colour

  • Alternating rows have a slight grey background colour

  • Columns with finance data are summed at the bottom



  • We've introduced some new merge fields such as "Has Finance' which insert as Yes/No checkboxes


  • You can even insert an "Improvements List" merge field to show which improvements a contract has selected, including the additional cost (where appropriate)


  • We've also added more "Deposit" related merge fields allowing you to create reports that show how much a deposit is, when it is due for payment and when it was actually paid


  • Each report has an "Info" sheet that shows when the report was run, who by, the name of the report and the name of the project the report was run on



What do your clients see?

  • Your "Developer" and "Agent" client users will see reports they have access to based on the report permissions

  • They can "Favourite" reports for themselves

  • If they run a report over multiple projects (such as the "Project Contracts" report) it will only return contracts/projects they have access to

  • They do NOT see the "Drafts" or "Archived" sections of the Reporting system

  • They can NOT create their own reports, this feature is restricted to Law Firm users (at least for the moment)


Below: The "Reporting" system as seen by a Developer user in OPEX


 
 
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