Using the Outstanding Liabilities Report in FCS

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  • The Outstanding Liabilities Report provides a fast, simple view of all open deficiencies for all of your customers; this will quickly show all the deficiencies that have been captured but have not had repairs completed yet.
  • The ability to drill down in this report allows you to view all the details of every emergency or remedial deficiency. 
  • Many sales and service people use this report to find the "low hanging fruit".
  • The following article will explain how to access & work with the Outstanding Liabilities Report data in FCS, on both a per-company and per-property basis.

 

Step 1:

  • From the main page, click the ToolBox button.

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Step 2:

  • Click the Outstanding Liabilities icon.

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Step 3:

  • The Outstanding Liabilities Report page will open; the information can be sorted by column, by clicking on the header for the column you want to sort by.

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  • The data can also be filtered by group; click the Group Filter dropdown & select the group(s) you want to view.

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Step 4:

  • You can search for a specific company or property by typing the name into the search box.

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Step 5:

  • To view all properties associated with a company, click the “+” next to the company name.

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Step 6:

  • To view a specific property, click on its name.

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Step 7:

  • The view will switch to the Expense Repair Inventory report for the selected property; additional reports can be viewed by clicking the appropriate header on the left side of the page.

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  • The view can be switched to a different site or a specific section by clicking the dropdown boxes & selecting the area you want to view.

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Step 8:

  • The data can also be sorted (in ascending or descending order) by clicking the arrows to the right of each column header.

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Step 9:

  • The data for any section can be exported to Excel by clicking the “Export Spreadsheet” link near the top of the page.

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  • The exported data can be viewed & manipulated in Excel like any other spreadsheet.

With this information, you should now be able to view & work with Outstanding Liabilities Report data!

 

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