Applicants Phone and File Logs report

Chris Horroll
Chris Horroll
  • Updated

The Phone and File Logs report shows a list of all calls and notes logged on applicants, over a specified period of time. 

To create your Phone and File Logs report:

  1.  Click Reporting on the main toolbar
  2.  Click Applicant in the side menu under Reporting Groups
  3.  Click Phone and File Logs under Applicant Reports
  4.  You can select from several Report Options under Your Report to filter by:
    1. From and To dates
    2. Archived/Active
    3. Order
    4. Direction
    5. Group
  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 Phone and File Logs report shows the following information:

  • Date
  • Branch
  • Negotiator
  • Applicant
  • Notes
  • Notes Type
  • Property


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

Related articles: 

Running reports

Setting up a scheduled report

Exporting reports

Report tokens

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