Applicants By Rating report

The Applicants By Rating report allows you to create a list of your applicants and then filter and group them by their rating.

 To create your Applicants By Rating report:

  1. Click Reporting on the main toolbar
  2. Click Applicant in the side menu under Reporting Groups
  3. Click Applicants By Rating under Applicant Reports
  4. You can select from several Report Options under Your Report to filter by:
    1. Archived/Active
    2. Order
    3. Direction 
  5. The report can be further filtered, grouped and ordered using the additional tabs under Your Report
  6. Click Create Report to generate a one off report
    1. You can also Export the report into a .pdf, Excel or .csv document if you prefer to view it in an alternative format
  7. The report will appear as a Page icon next to your login name on the main toolbar. Hover over the icon and click Open next to the report

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 The Applicants By Rating report shows the applicants:

  • Contact information
  • Rating and intention
  • Buying position and disposal
  • Registered date and next review date

 Note

This report pulls information based on your System Administration settings. If you have set up specific applicant Position or Disposal types in your system, you'll be able to filter on these

Related articles: 

Running reports

 

Creating a group of contacts

Creating a group of hot buyers

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