Gross Sales report

Permanently deleted user
Permanently deleted user
  • Updated

The Gross Sales report drills down into the detail of the gross sales of the Management Summary. It allows you to create a list of the properties that have had sales offers made in the chosen period.

To create your Gross Sales report:

  1. Click Reporting on the main toolbar
  2. Click Management in the side menu under Reporting Groups
  3. Click Gross Sales under Management Reports
  4. You can select from several Report Options under Your Report to filter by:
    1. Period
    2. From and To dates
    3. Order
  5. The report can be further filtered using the additional tabs under Your Report, such as by branch or any of the Report Columns
  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


For each property against which an offer has been made, the Gross Sales report shows the following information:

  • Address
  • Accepted Date
  • Agreed Office
  • Registered Office
  • User
  • Amount
  • Asking Price
  • Difference
  • Price %
  • Instructed Date
  • Days until Agreed
  • Viewings
  • Offers
  • Pipeline Status
  • Potential Fee
  • Buyer
  • Buyer Office


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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