The Purchaser Requirements report allows you to create a summary of purchasers and their basic requirements.
To create your Purchaser Requirements report:
- Click Reports on the main toolbar
- Click Sales in the side menu under Reporting Groups
- Click Purchaser Requirements under Sales Reports
- You can select from several Report Options under Your Report to filter by:
- Period
- From and To dates
- Order
- Direction
- Group
- Filter by
- 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 Purchaser Requirements report shows the following information:
- Person
- Entered
- Office
- Entered by
- Vendor
- Applicant type
- Matching
- Aim
- Last Viewing
- Last Contact
- Min
- Max
- Beds
- Situation
- Disposal
- Lead Source