Sales Completed report

Chris Horroll
Chris Horroll
  • Updated

The Sales Completed report allows you to create a list of sales completed within a timeframe.

To create your Sales Completed report:

  1. Click Reports on the main toolbar
  2. Click Sales in the side menu under Reporting Groups
  3. Click Sales Completed 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 Sales Completed report shows the following information:

  • Completion Date
  • Office
  • User
  • Agreed by
  • Dwelling
  • Property
  • Postcode
  • Asking Price
  • Sale Price
  • Difference
  • Pipeline Status
  • Pot. Exchange
  • Exchange Date
  • Pot. Completion
  • Days to Completion

Related articles: 

Running reports

Setting up a scheduled report

Exporting reports

Report tokens