⚠️ Important Note: Only Rental Reports Can Be Combined
⚠️ Important Note: You can only combine rental reports for the same property.
The "Combine Reports" function will only be enabled for documents associated with one specific property.
💡Why Combine Reports?
Sometimes, an individual tenant’s income may not meet the affordability criteria for a property on their own. In such cases, landlords or agents can combine rental reports for multiple applicants who intend to rent together. This allows the system to calculate a combined affordability score, helping determine whether the applicants, as a group, can collectively afford the rent.
Example:
Two tenants each earn £1,667 per month, but the property requires a minimum combined income of £2,917 per month to meet affordability requirements.
When their reports are combined, the total monthly income is assessed as £3,334, meaning they now qualify together.
🧩 Step-by-step Combining Rental Reports on Checkboard
Step 1: Access the Property
From your Dashboard, go to the Assets section on the left-hand menu.
Select Property lettings.
🔹 Note: Property sales flows cannot be combined. Only property lettings flows can be merged.
This will display a list of lettings properties linked to your account. Choose the property relevant to your clients.
Step 2: Locate the “Combine Documents” Option
Once you’re viewing the property:
Find the report you want to start with.
Click the three vertical dots (the options or actions menu) next to the relevant property.
From the dropdown list, select “Combine Documents.”
Step 3: Select the Reports to Combine
After selecting Combine Documents, a prompt will appear asking you to choose which clients’ reports you would like to merge.
Select all relevant applicants whose reports should be combined — this may include tenants and/or guarantors.
Remember: reports can only be combined if they are linked to the same lettings property.
The “Combine Reports” button will only activate when this condition is met.
Step 4: Click “Apply”
Once you’ve chosen the reports to merge, click Apply.
The system will then generate a combined report, recalculating affordability and consolidating all relevant information into a single, easy-to-read document.
Step 5: Find the Combined Report
After the combined report is created, it will appear alongside the individual reports in your property’s document list.
Look for the plus (+) icon, which indicates that the file is a merged report.
This new document helps you quickly assess joint affordability and ensures that all information about shared tenants or guarantors remains organised in one place.
✅ Summary
By following these steps, you can easily combine reports for any lettings property.
This not only simplifies document management but also provides a clearer picture of overall affordability for landlords and estate agents — all within the Checkboard dashboard.