Management Summary - Branch Breakdown reports

The Management Summary - Branch Breakdown reports allow you to create a summary of the current state of your business. The reports can be run for a single branch or all of your business.

The reports split out figures from each of your branches. It can be run:

• Horizontally - with the branches running in columns
• Vertically - with the branch information running across the rows

This makes it easier for multi branch set ups to view the reports. 

The Management Summary - Vertical Branch Breakdown report (where the branches are listed down the left side of the page) allows considerable customisation as there are 50 separate columns that can be selected, giving great flexibility.

To create your Management Summary - Branch Breakdown report:

1. Click Reporting on the main toolbar
2. Click Management in the side menu under Reporting Groups
   1. Click Management Summary - Horizontal Branch Breakdown under Management Reports to run a report with the branches running in columns
   2. Click Management Summary - Vertical Branch Breakdown under Management Reports to run a report with the branches running in rows
3. 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 (Any/Residential Only/Commercial Only)
   5. Overseas (Include/Exclude)
4. The report can be further filtered using the additional tabs under Your Report
5. 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
6. 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

The Management Summary - Horizontal Branch Breakdown report shows the:

• Summary Type
• Breakdown
• Total

The Management Summary - Vertical Branch Breakdown report shows the:

• Branches
• Current Stock
• Available Stock Total Fees
• Available Stock Total Sale Price
• Mas
• MAs Cancs
• Instruct.Fees
• Instruct.Price
• Instruct.Avg Fee %
• Made Avail
• Avail.Total Fees
• Avail.Total Price
• Avail.Avg Fee %
• Withdrawls
• Viewings
• Cancelled Viewings
• Offers Made
• Offers Revised
• Exchanges
• Exchange Fees
• Exchange Price
• Exchange Avg Fee
• Gross Sales
• Gross Sales(once per prop)
• Gross Sales Fees
• Gross Sales Fees (once per prop)
• Fall Throughs
• Fall Throughs (once per prop)
• Fall Throughs Fees
• Fall Throughs Fees (once per prop)
• Fall Throughs Price
• Fall Throughs Price (once per prop)
• Nett Sales
• Nett Sales (once per prop)
• Net Sales Fees
• Net Sales Fees (once per prop)
• Nett Sales Price
• Nett Sales Price (once per prop)
• Rental Instructions
• Rentals Takeovers
• Contacts Reg
• Cotant Appl.Reg
• Contacts Active
• Pipeline Properties (UO/SSTC)
• Pipeline Fees
• PipelinePrice
• Pipeline Status

Related articles: 

Running reports

Setting up a scheduled report

Exporting reports

Report tokens