Sales Exchanged report

The Sales Exchanged report allows you to create a list of properties which exchanged within a chosen timeframe.

To create your Sales Exchanged report:

  1. Click Reporting on the main toolbar
  2. Click Sales in the side menu under Reporting Groups
  3. Click Sales Exchanged 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. 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

mceclip0.png

The Sales Exchanged report shows the following information:

  • Exchange Date
  • Office
  • User
  • Agreed By
  • Valued By
  • Property
  • Instructed Price
  • Asking Price
  • Pipeline Status
  • Sale Price
  • Difference I/S
  • Difference A/S
  • Pot. Exchange
  • Pot. Completion
  • Actual Completion
  • Days on to exchange
  • Days from est. Exchange
  • Buyer
  • Buyer's Office
  • Vendor Solicitor

 Note

If you close the Report Requests window (Page icon), you can click on the icon again to reopen the report requests

Related articles:

Sales Offers Made report

Sales Completed report

Sales At Exchanged report

Running reports

Setting up a scheduled report

Exporting reports

Report tokens

Was this article helpful?
0 out of 0 found this helpful