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Solicitors Acting report

Chris Horroll
Chris Horroll
  • Updated

 Did you know...

We have a new Sales pipeline and Sales performance report in Alto.

We’re gradually updating Alto’s reports to give you more insights and flexibility with reporting. We’ll be sunsetting Alto’s legacy reports in the future.

For a walkthrough of Alto's new reports, click here.

The Solicitors Acting report allows you to create a list of Solicitors acting for sales.

To create your Solicitors Acting report:

  1. Click Reports on the main navigation bar
  2. Click Reporting in the dropdown menu
  3. Click Sales in the side menu under Reporting Groups
  4. Click Solicitors Acting under Sales Reports
  5. You can select from a couple of Report Options under Your Report to filter by:
    1. Order
    2. Direction
  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 automatically open in a new browser tab once created
    1. 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

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The Solicitors Acting report shows the following information:

  • Solicitors
  • Contact
  • Job Title
  • Telephone
  • Email

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