‘NO BOND’ report solely for Residential or Commercial (not combined)
When running the ‘Bonds & Deposit Summary’ report to check for the Status ‘NO BOND’, and if you have a multiple bond accounts, it shows the tenancies that don’t have that selected account.
For example, if searching for NO BOND on Commercial Bond, it will list ALL Residential Tenancies (simply because they don't have the Commercial Bond setup on their profile).
However, Residential Tenancies will never need a Commercial Bond. So, they should not be on that Search Result.
An additional Filter Option for the Management Type: Residential / Commercial might also help with this.
Also, the ability to filter by Portfolio Owner is also important (existing User Voices: https://mri.uservoice.com/forums/940960-property-tree/suggestions/45457954-allow-bonds-to-be-filtered-by-property-manager, https://mri.uservoice.com/forums/940960-property-tree/suggestions/46882807-bond-held-report-that-can-be-filtered-by-portfolio)
Pam Hatwieger
shared this idea