Due Diligence reports give you a clear view of your Unit Walk and Lease File Audit data in an easy-to-review format. The good news: you can generate reports at any time and as often as needed — even while your team is still working.

In fact, we recommend checking reports partway through your walk to confirm that:

• Data is coming in correctly
• Inspections and audits are populating as expected
• Nothing important is missing before your team finishes

When Can I Run Reports?

You can run reports:

• During a Unit Walk
• During a Lease File Audit
• After all work is complete
• As many times as you’d like

Running reports does not:

• Interrupt inspections
• Lock your data
• Finalize your order
• Delete or overwrite any work

How to Generate Reports

1. Navigate to the DD Orders tab.
2. Click into the order you want to report on.
3. Select Generate Reports.

Once clicked:

• A report generation process will begin
• An email will be sent to the address associated with your account
• The email will include a link to your reports folder in Google Drive

Viewing Your Reports

After generating reports:

1. The button will change to View Reports and Regenerate Reports.
2. Click View Reports to open the Google Drive folder for your active order.

This folder contains:

• All generated Due Diligence reports for that order
• The most up-to-date version of your data at the time reports were run

Regenerating Reports After Changes

If you make updates to your data (for example, correcting inspections or audit fields):

1. Return to your DD Order.
2. Click Regenerate Reports.

This will:

• Refresh the reports in the same Google Drive folder
• Replace the previous versions with updated data
• Reflect any changes your team has made

You can repeat this as many times as needed.

Marking Due Diligence Complete

When your team is fully finished:

1. Click Mark DD Complete on the order.

This will:

• Generate reports (just like clicking Generate Reports)
• Change the order status to Complete for tracking and record-keeping

Important:

• You can still click Regenerate Reports even after marking the order complete
• Marking complete does not lock or remove your ability to update reports

Will Running Reports Affect My Team’s Work?

No. Running reports:

• Does not stop inspections
• Does not delete data
• Does not finalize results
• Does not impact in-progress work

It is completely safe to run reports mid-walk and is often encouraged as a quality-check step.

Customizing Your Report Appearance

Due Diligence customers can customize the look of their reports by adding:

• A custom logo
• A custom header color

To request branding:

1. Submit a service request or support ticket
2. Include:
   • A PNG or JPEG version of your logo
   • The HTML color code you want to use instead of the default HappyCo green

Our team will apply this branding to your reports.

Best Practices

• Run reports partway through your walk to verify accuracy
• Regenerate reports after major data changes
• Use “Mark DD Complete” for internal tracking when finished
• Download and save final reports locally for your records

Summary

You can:

• Run reports anytime
• Regenerate them as often as needed
• Safely check progress mid-walk
• Customize their appearance
• Finalize the order when ready

Reports are designed to be flexible, safe, and easy to rerun — so you can focus on accuracy without worrying about timing.

Related Guides

• Due Diligence: Updating Data and Regenerating Reports
• Due Diligence: Unit Walk Reporting Overview & Details
• Due Diligence: LFA Reporting Overview & Details
• Due Diligence: How to Download Tables from the Property Dashboard Page in Manage