User Activity Breakdown report

The User Activity Breakdown report allows you to create a list of office user activity broken down into categories across a specified timeframe.

To create your User Activity Breakdown report:

  1. Click Reporting on the main toolbar
  2. Click Other in the side menu under Reporting Groups
  3. Click User Activity Breakdown under Other 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
    4. Category
    5. Order
    6. Direction
    7. Group
  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 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

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The User Activity Breakdown report shows the:

  • Office
  • User
  • The number of MA Booked and MA Valued
  • The number of Details emailed and Details posted
  • The number of Summary emailed and Summary posted
  • The number of SMS sent
  • The number of Price changes
  • The number of Viewing bookedViewing accompanied and Viewing cancelled
  • The number of Offers TakenOffers Revised and Offers Accepted
  • The number of Contracts Exchanged
  • The number of Completions
  • The number of Reg Applicants not lookingReg Applicants looking to buyReg Applicants looking to rentReg Applicants looking to buy/rent
  • The number of Total Applicants registered
  • The number of Phone Calls
  • The number of Instructed

 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

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