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:
- Click Reporting on the main toolbar
- Click Applicant in the side menu under Reporting Groups
- Click Phone and File Logs under Applicant Reports
- You can select from several Report Options under Your Report to filter by:
- Date From and To range
- Archived/Active
- Negotiator
- Phone logs or file note
- The report can be further filtered, grouped and ordered using the additional tabs under Your Report
- Click Create Report to generate a one off report
- You can also Export the report into a .pdf, Excel or .csv document if you prefer to view it in an alternative format
- 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
The Phone and File Logs report shows:
- Applicant information
- Office and negotiator
- Notes and notes type
- Date and property
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