Current Stock New report

The Current Stock New report allows you to create a list of new property instructions within a chosen timeframe.

To create your Current Stock New report:

  1. Click Reporting on the main toolbar
  2. Click Property in the side menu under Reporting Groups
  3. Click Current Stock New under Property Reports
  4. You can select from several Report Options under Your Report to filter by:
    1. Period
    2. From and To dates
    3. Sale/Rent - (Any/Sales Only/Rentals Only)
    4. Category - (Any/Residential Only/Commercial Only)
    5. Overseas - (Include/Exclude)
    6. Order
    7. Direction
    8. Group
    9. 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

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The Current Stock New report shows the following information:

  • Date Entered
  • Date Instructed
  • Date Available
  • Office
  • Negotiator
  • Instructed by
  • Owner
  • Owner Phone
  • Property
  • New Build
  • Current Status
  • Sale Type
  • Asking Price
  • Rental Price
  • Tenure
  • Pred. Fee
  • Fee
  • Fixed Fee Value
  • Days from MA
  • Days from Instructed to available

 Note

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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