Reporting Setup

Add Docs to Reports Tab

You can link custom documents to ResiDex so they are available right from the "Reports" tab.

Attachments

Configuring and using the ResiDex Attachments feature allows you to attach your scanned documents and computer files to a Client, Prospect or Staff member.

Converting Reports

You can save a ResiDex report in a different file format for other uses.

Reports

ResiDex Reports are easily accessible from the Reports Tab or Snap Reports on each screen in ResiDex.