Lead Source - Valuations report

The Lead Source - Valuations report allows you to create a list of your vendor lead sources having a property with a market appraisal.

To create your Lead Source - Valuations report:

  1. Click Reporting on the main toolbar
  2. Click Marketing in the side menu under Reporting Groups
  3. Click Lead Source - Valuations under Marketing 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. 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 Lead Source - Valuations report shows the:

  • Lead Source
  • Date
  • Office
  • Negotiator
  • Property
  • Person
  • Valuation Status
  • Lost to/Won from
  • Why Lost
  • Vendor Value
  • Min Value
  • Max Value
  • Asking price
  • Difference
  • Tenure

 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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