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Use the report writer

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Learn how to create, customise, and share reports using MRI Vault CRM’s report writer.

This article covers:

About the report writer and access

The report writer lets you build custom reports when standard options don’t meet your needs. You can save reports for future use or generate them on demand.

Note: Before you begin, ensure your user permissions include access to the report writer. Admins can enable this in User Management settings.

Create a new report

Some existing reports are already provided in this section; however, you can also create your own.

To build a report tailored to your needs:

  • Go to: Reports > Report Writer
  • Click Create Report
  • Enter a Name of Report
  • Choose a Report Type:
    • Advertising Invoices
    • Bonds
    • Bonds (For Reconciliation)
    • Calendar
    • Commercial Deals
    • Commission Splits
    • Contact
    • Contacts Using Date Fields
    • Contractors
    • Inspections (Routines / PCRs)
    • Invalid Email Addresses
    • Landlord
    • Maintenance
    • Offer Conditions (Sale)
    • Open Homes (Lease)
    • Open Homes (Sales)
    • Owners
    • Property (Lease)
    • Property (Sales)
    • Property (Sales) – Price Changes
    • Property (Sales) Multi‑Office
    • Property Keys (Lease)
    • Property Keys (Sale)
    • Property Management (All Tenancies)
    • Property Management (Current Managements)
    • Purchaser
    • Security Access Logs
    • Staff
      Create-report.png

Based on the report type, relevant filters will appear.

  1. Click the + (plus) to select a filter. Repeat this step to include additional filters
    Add-filters.png
  2. Set your Output format and Font size
  3. Under Include Fields, choose and add the fields you want
  • Use the drop-down menu or search bar
  • Click Add Field/Column for each
  • Drag fields to reorder or click the trash icon to remove
    Include-fields.png
  1. Under Sort By Fields, add sortable fields the same way
    Add-sortable-fields.png
  2. Click Save to store the report or Generate to preview it
  • Click Save Report opens a screen where you can rename the report or click Save to confirm saving it to the sytem
  1. You can tweak and regenerate until satisfied

Manage saved reports

Saved reports are easy to access, update and delete.

Edit a saved report

  1. Go to: Reports > Report Writer
  2. Locate the report
  3. Click Other to Edit or Create a copy
    Edit-a-report.png
  4. Click Open to change the report name or output settings
    Open-report.png

Share a report

Vault makes collaboration easy by allowing you to share reports.

  1. Go to: Reports > Report Writer
  2. Locate the report
  3. Click Share
    Share-report.png
  4. Click the text box to select a user's name or start typing
  5. Click Save

Shared reports appear under Reports > Shared With Me

Access report writer base templates

Vault offers ready-made templates to help you get started.

  1. Go to: Settings > Access Shared Content
  2. Select the Report Writer tab
  3. Tick the templates you want
    Base-templates.png
  4. Click Copy into this Account
  5. In the confirmation pop-up message, click Close
  6. Access and edit them via Reports > Report Writer

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