Market Appraisals dates by branch report

The Market Appraisals dates by branch report allows you to create a summary of Market Appraisals that have taken place by the branch of the property. 

To create your Market Appraisals dates by branch report:

  1. Click Reporting on the main toolbar
  2. Click Property in the side menu under Reporting Groups
  3. Click Market Appraisals dates by branch under Property Reports
  4. You can select from several Report Options under Your Report to filter by:
    1. Period
    2. From and To dates
    3. Sale/Rent - (Any/Sales Only/Rentals Only)
    4. Overseas - (Include/Exclude)
    5. Order
    6. Direction
    7. Group
    8. Status
  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. The report also appears as a Page icon next to your login name on the main toolbar. Should it not open automatically, or if it's closed accidentally, hover over the icon and click Open next to the report

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The Market Appraisals dates by branch report shows the following information:

  • MA Date
  • Office
  • Valuer
  • Valuation type
  • Booked by
  • Review Date
  • Property Reference
  • Property
  • Postcode
  • Owner
  • Owner Address
  • Owner Email
  • Owner Phone
  • MA Status
  • Valuation Status
  • Lost to
  • Why lost
  • Valuer Notes
  • Vendor Value
  • Min Value
  • Max Value
  • Proposed Price
  • Asking Price
  • Vendor diff.
  • Tenure
  • Pred. fee
  • Actual fee
  • Days until Ins.
  • Val. lead source
  • Client lead source
  • Fee quoted

 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

Setting up a scheduled report

Exporting reports

Report tokens

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