Sales At Exchanged report

Chris Horroll
Chris Horroll
  • Updated

The Sales At Exchanged report allows you to create a list of properties that have exchanged but not completed.

To create your Sales At Exchanged report:

  1. Click Reports on the main toolbar
  2. Click Sales in the side menu under Reporting Groups
  3. Click Sales At Exchanged under Sales Reports
  4. You can select from several Report Options under Your Report to filter by:
    1. Overseas - (Include/Exclude)
    2. Order
    3. Direction
    4. 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

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The Sales At Exchanged report shows the following information:

  • Exchange Date
  • Office
  • User
  • Agreed By
  • Valued By
  • User Defined 1
  • User Defined 2
  • Floor Area
  • Asking Price
  • Pipeline Status
  • Sale Price
  • Difference
  • Pot. Exchange
  • Days on to exchange
  • Days from est.  Exchange
  • Buyer
  • Applicant Solicitor
  • Vendor Solicitor
  • Buyer's Office
  • Fee
  • VAT

Related articles: 

Sales Offers Made report

Sales Completed report

Sales Exchanged report

Running reports

Setting up a scheduled report

Exporting reports

Report tokens