Solicitors Acting report

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 toolbar
2. Click Sales in the side menu under Reporting Groups
3. Click Solicitors Acting under Sales Reports
4. You can select from a couple of Report Options under Your Report to filter by:
   1. Order
   2. Direction
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. 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 Solicitors Acting report shows the following information:

• Solicitors
• Contact
• Job Title
• Telephone
• Email

Related articles: 

Running reports

Setting up a scheduled report

Exporting reports

Report tokens