Board Changes report

The Board Changes report allows you to create a list of all board changes by property, within a specified timeframe.

To create your Board Changes report:

1. Click Reporting on the main toolbar
2. Click Property in the side menu under Reporting Groups
3. Click Board Changes under Property Reports
4. You can select from several Report Options under Your Report to filter by:
   1. Period
   2. From and To dates
   3. Sale/Rent - (Any, Sales Only, Rentals Only)
   4. Overseas - (Include, Exclude)
   5. Order
   6. Direction
   7. Group
5. The report can be further filtered using the additional tabs under Your Report, such as by branch, user or any of the Report Columns
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 Board Changes report shows the following information:

• Property
• Postcode
• Ordered
• User Requesting
• User Office
• Property Office
• Negotiator
• Contact
• Board Company
• Branch
• Status
• Board

Related articles: 

Setting up a board contractor

Changing the board of a property

Ordering property boards automatically

Board Management report

Running reports

Setting up a scheduled report

Exporting reports

Report tokens