Business Summary - Accounts report

Chris Horroll
Chris Horroll
  • Updated

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 Reports 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. It'll also be available within your Report requests, allowing you to open it later should you wish. Click Open to open the report or Clear to remove it

business_summary_accounts_report.jpg

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

Related articles: 

Running reports

Setting up a scheduled report

Exporting reports

Report tokens

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