Business Summary - Accounts report

The Business Summary - Accounts report allows you to create a list of your accounts financials within a specified timeframe.

To create your Business Summary - Accounts report:

  1. Click Reporting on the main toolbar
  2. Click Financials in the side menu under Reporting Groups
  3. Click Business Summary - Accounts under Financials Reports
  4. You can select from several Report Options under Your Report to filter by:
    1. Period
    2. From and To dates
    3. Order
    4. Direction
  5. The report can be further filtered using the additional tabs under Your Report, such as by branch or user
  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

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The Business Summary - Accounts report shows the following information:

  • Office
  • Exchanged
  • Exchanged Fees
  • Exchanged Fee Average
  • Exchanged Total House Price
  • Exchanged Average House Price
  • Average Fee %
  • New Instruction House Prices
  • New Sale House Prices

 Note

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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