Hi,
For a property management company, how should I go about creating the next quarterly report?
I have organized a board for:
- Assets
- Faults
- Clients
Every quarter, I aim to send each client a separate email containing a report detailing:
- The income generated by their assets (income for each asset is recorded on the Assets board, and a client may have multiple assets)
- The expenses associated with each asset (expenses for each asset are recorded on the Assets board)
- The expenses related to faults that occurred during the quarter (these are recorded on the Faults board).
Subsequently, I wish to display to the client the total income minus the total expenses.
How can I provide this data to the client while ensuring that I do not share information pertaining to other clients?
Thanks.
