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:
- Click Reporting on the main toolbar
- Click Property in the side menu under Reporting Groups
- Click Board Changes under Property Reports
- You can select from several Report Options under Your Report to filter by:
- Period
- From and To dates
- Sale/Rent - Any, Sales Only, Rentals Only
- Overseas - Include, Exclude
- Order
- Direction
- Group
- The report can be further filtered using the additional tabs under Your Report, such as by branch, user or any of the Report Columns
- 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 Board Changes report shows the:
- Property
- Postcode
- Ordered
- User Requesting
- User Office
- Property Office
- Negotiator
- Contact
- Board Company
- Branch
- Status
- Board
Note
If you close the Report Requests window (Page icon), you can click on the icon again to reopen the report requests
Related articles:
Changing the board of a property
