<This topic is in draft form only - it has been constructed solely from the corresponding requirements documentation and supporting use cases>
The procedure to export the calculated agreement charges from a rent review is as follows:
- Navigate to Quick Menu > Rents > Configuration > Rent Review Maintenance. The Rent Review Details window is displayed.
- Expand a rent charge review status heading from the alphabetical list and select an associated cycle or type the description directly into the Search Rent Review field. By default the list is filtered to show Current rent review cycles. An alternative filter can be applied using the Select View drop-down field: Expired, Future or All
1.
- Click on Agreement Results
2. The Agreement Results tab is activated
- Using the Model drop-down field, select the desired model from which the proposed agreement charge uplift values will be exported. The Agreement Charges summary table is refreshed, revealing a list of all affected agreements and the proposed charge values
3.
- Click on Export Data. The Export Data window is displayed.
- Enter the Name of the export file into the field provided i.e. the naming convention is at the discretion of the end user.
- Enter the File Path for the export file into the field provided, or browse to the destination folder using the navigation () icon.
- Click on Confirm. The export file is generated, ready for analysis and manipulation in Microsoft Excel, or similar
4.
Note
1 The Search Rent Review field will match against any component of the cycle description.
2 The Agreement Results tab is active only for those rent review cycles where a calculation has been applied.
3 The proposed charges for an alternative review scenario can be displayed at any time by selecting a different Model using the same drop-down field.
4 The standard file format is CSV (Comma Separated Variable) and comprises current and proposed agreement charges.
See related topics...
Data export management overview
To export the calculated asset charges from a rent review
To export the finalised rent charge levels
Rents charge review management overview
To calculate element charges using a rent review model