Is there a way to see all certificates of one type across my portfolio?

Supported Certificate Types & Validity Rules

Yes, the "All Certificates" page lets you easily filter your entire portfolio to see all certificates of a specific type (e.g., all Gas Safety Certificates).

How to Filter by Certificate Type

1
Go to "All Certificates"

Navigate to the "All Certificates" page using the main menu.

2
Use the Filters

Locate the filter options (usually at the top of the list).

3
Select Certificate Type

Click the 'Certificate Type' filter dropdown and choose the specific type you want to see (e.g., EPC, Gas Safety Certificate, EICR).

The list will instantly update to show only certificates of that type from all properties in your portfolio.

Why This Is Useful

 
Portfolio Oversight & Planning

Filtering by type helps you:

  • Plan Engineer Visits: See all certificates of one type (e.g., Gas Safety) that are due soon across all properties, helping you schedule efficiently.
  • Check Compliance Gaps: Quickly verify if all relevant properties have a valid certificate of a specific type (e.g., ensuring every rental has an EPC).
  • Budgeting: Get an overview of upcoming renewals for specific, potentially costly certificates like EICRs.

Combine Filters for Precision

Pro Tip

You can combine the 'Certificate Type' filter with others like 'Status' (e.g., Expired, Expiring Soon) or 'Property' to create highly specific views. For example, find "all Expired Gas Safety certificates" or "all certificates expiring in the next 60 days for 123 Main Street".

filter by certificate cross-property view certificate type all certificates engineer planning
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