Applicants Registered report

Chris Horroll
Chris Horroll
  • Updated

The Applicants registered report allows you to create a list of your registered applicants and then filter and group them by their buying and selling status.

To create your Applicants Registered report:

  1. Click Reports on the main toolbar
  2. Click Applicant in the side menu under Reporting Groups
  3. Click Applicants Registered under Applicant Reports
  4. You can select from several Report Options under Your Report to filter by:
    1. Period
    2. From and To dates
    3. Archived
    4. Disposal
    5. Position 
    6. Order
    7. Direction
  5. The report can be further filtered using the additional tabs under Your Report, such as by branch or user
  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. It'll also be available within your Report requests, allowing you to open it later should you wish. Click Open to open the report or Clear to remove it


 The Applicants Registered report shows the applicants:

  • Name, address and contact information
  • Buying Position and Disposal
  • Intention and 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

Related articles: 

Creating a group of contacts

Running reports

Setting up a scheduled report

Exporting reports

Report tokens

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