Categories

The Categories tab, under the Reports Organizer, allows you to quickly sort all reports by a specific category: Authority, People, Properties, Accounting, System, or Health. Note: A report’s category can be changed only by saving it as a new category from the edit screen. 

Categories – About

Accounting: This category entails all accounting reports you can query on, such as All Transactions, Deposits, Payments, etc.

Authority: This is made up of all reports pertaining to the Housing Authority, such as Programs, Projects, Departments, etc.

Community:  Entails reports pertaining to Households, such as Member reports, All Households, Activity reports, etc.

Health: These reports are made up of other report categories. Think of them as Health Checks. For instance, you may run a report on all Households without a birth date each month, that way you can go in and make sure to change those.

Month End: Made up of Accounting reports, these have been specialized to help you do your month-end reconciliations better.

Properties: All information pertaining to your units, including Work Order reports and Landlord reports.

System: Consists of Users, Roles, different Report Categories – all things Doorways related specifically.