Viewing Dates planned by negotiator report

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

To create your Viewing Dates planned by negotiator report:

  1. Click Reporting on the main toolbar
  2. Click Property in the side menu under Reporting Groups
  3. Click Viewing Dates planned by negotiator 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

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The Viewing Dates planned by negotiator 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

 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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