Applicants By Rating report

Chris Horroll
Chris Horroll
  • Updated

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 automatically open in a new browser tab once created
    1. The report also appears as a Page icon next to your login name on the main toolbar. Should it not open automatically, or if it's closed accidentally, hover over the icon and click Open next to the report


 The Applicants By Rating report shows the applicants:

  • Contact information
  • Buying Position and Disposal
  • Rating
  • Registered Date and Next Review Date


  • 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
  • If you close the Report Requests window (Page icon), you can click on the icon again to reopen the report requests

Related articles: 

Creating a group of contacts

Creating a group of hot buyers

Running reports

Setting up a scheduled report

Exporting reports

Report tokens

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