Learn how to generate and send a live report that shares real-time owner feedback directly from a property card.

This article covers:

• About the owner feedback live report
• Configure the live report settings
• Send the live report via email

About the owner feedback live report

The live report allows you to share real-time owner feedback directly from a property card. This feature gives owners instant access to feedback data within a set timeframe, helping streamline communication and transparency.

Configure the live report settings

Navigate to the property where you want to send feedback.

1. Go to: The property card
2. Click the Owner Feedback tab
3. Click Owner Feedback
4. Select the desired date range for the feedback
   
5. Click Send Live Report

A pop-up will appear where you can customise the report content and appearance.

You can configure:

• Show - Choose whether to display the client’s first name or full name, or the display greeting
• Comment - Add a short message to appear in the report
• Include - Select which sections of the owner feedback to include
• Report Expiry - Set how long the live link remains active (5 days, 7 days, or never)
• Date Range Tick-box - Keep this ticked to use the selected date range, or untick to include all available data
  

5. Once reviewed, click Send Email

Send the live report via email

Once the report is ready, you’ll be prompted to configure the email details.

1. Fill in the email fields:

• To - Choose the owner(s) to receive the report
• Cc/Bcc - Add internal users or enter email addresses manually
• From - Select the sender (this is where replies will go)
• Template - Choose a Designly or email template
• Subject - Add a relevant subject line
  

2. Click Send Email when you're ready