Viewing Dates planned by property branch report

The Viewing Dates planned by property branch report allows you to create a summary of viewings using the booked date for the branch of the property.

To create your Viewing Dates planned by property branch report:

1. Click Reporting on the main toolbar
2. Click Property in the side menu under Reporting Groups
3. Click Viewing Dates planned by property branch 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. Order
   5. Direction
   6. Group
   7. 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 Viewing Dates planned by property branch report shows the following information:

• Booked
• Viewing
• Office
• Booked for
• Booked by
• Property
• Current Status
• Vendor
• Client
• Viewer
• Viewer Position
• Viewer Disposal
• Viewer Rating
• Reg by
• Reg at
• Days since booked
• Offers
• Revisions
• Best Offer
• Status
• Accompanied?
• Notes
• Internal Notes
• Feedback

Related articles: 

Running reports

Setting up a scheduled report

Exporting reports

Report tokens