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:
- Click Reports on the main toolbar
- Click Financials in the side menu under Reporting Groups
- Click Business Summary - Accounts under Financials Reports
- You can select from several Report Options under Your Report to filter by:
- Period
- From and To dates
- Order
- Direction
- The report can be further filtered using the additional tabs under Your Report, such as by branch or user
- 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 automatically open in a new browser tab once created
- 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
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