Applicants Phone and File Logs report

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. Date From and To range
    2. Archived/Active
    3. Negotiator
    4. Phone logs or file note
  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 Phone and File Logs report shows:

  • Applicant information
  • Office and negotiator
  • Notes and notes type
  • Date and property

Related articles: 

Running reports

 

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