Potential Completions report

Chris Horroll
Chris Horroll
  • Updated

The Potential Completions report allows you to create a list of all potential completions.

To create your Potential Completions report:

  1. Click Reports on the main toolbar
  2. Click Sales in the side menu under Reporting Groups
  3. Click Potential Completions under Sales Reports
  4. You can select from several Report Options under Your Report to filter by:
    1. Period
    2. From and To dates
    3. Overseas - (Include/Exclude)
    4. Order
    5. Direction
    6. 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 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

mceclip0.png

The Potential Completions report shows the following information:

  • Pot. Completion
  • Exchange
  • Office
  • User
  • Agreed By
  • Property
  • Asking price
  • Pipeline Status
  • Sale price
  • Difference
  • Buyer
  • Buyer's Office
  • Fee

Related articles: 

Running reports

Setting up a scheduled report

Exporting reports

Report tokens