Properties Details Approval report

The Property Details Approval report allows you to create a list which shows the current state of details that have been sent for approval e.g. whether they have been approved yet.  This report is useful for chasing up vendors who have not yet responded, and approving them. 

To create your Property Details Approval report:

1. Click Reporting on the main toolbar
2. Click Property in the side menu under Reporting Groups
3. Click Property Details Approval under Property Reports
4. You can select from several Report Options under Your Report to filter by:
   1. Sale/Rent - (Any/Sales Only/Rentals Only)
   2. Overseas - (Include/Exclude)
   3. Order
   4. Direction
   5. Filter
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

The Property Details Approval report shows the following information:

• Property
• Office
• Negotiator
• Vendor
• Status
• Date Details Sent
• Date Details Approved
• Date Instructed
• Date Available

Related articles: 

Running reports

Setting up a scheduled report

Exporting reports

Report tokens