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How to use reports to see and group all documents in the portfolio

To view the entirety of documents loaded onto Arthur

Go to reports>others>portfolio document report

 

Run as an enhanced report

 

Use filters to view. The way the filters work are as follows:

  1. If you require a property only document list ensure the unit dropdown is ticked to show null value as per the image below

 

2. If you require a unit listing ensure a property is chosen first then the unit is chosen

 

 

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