Upgrades to filters and reports in Rentals

Written by Andrea | May 10, 2023 8:49:54 PM

The look and feel of the filters and reports area has gone through a big face lift. We've also added some additional functionality that will enable you to report on rental inquiry responses. 

Here is a summary of the changes that have been made:

1. Instead of saved reports, we now have saved 'Views' which display in a drop down menu. You will see a list of standard 'Views' included in the drop down, you will also have the ability to create new custom 'Views' based on the filtering options.

2. Once you've created a new custom view, you will be able to hover over the three dots to the right of it's name to Set as Default View, Pin it or Delete it. Pinned views will show up at the top of the list. 

3. When clicking on the Filters button, you will see that we've updated the design/UI for all the standard filters. This new design will be rolled out to all the other list pages in Retreat Guru over the coming months. 

 

 

4. You can now report on rental inquiry questions! When editing a question, you will see a new 'Display' setting for the 'Rental list'. When this is checked, you will be able to query the responses to this question in the list of all Rentals. 

The rental inquiry questions will appear at the bottom of the Filters in a section called 'Custom Questions'. 

These questions also appear in the new 'screen column options' list which can be found by clicking on the + button on the right side of the table column header.