Nett Sales List report

Chris Horroll
Chris Horroll
  • Updated

 Did you know...

There's a Sales pipeline and Sales performance dashboard as part of our Analytics functionality.

We’re gradually replacing Alto’s Classic reports with the more insightful and flexible Analytics. As part of this transition, the Classic reports will be phased out in the future.

The Nett Sales List report allows you to create a list of agreed offers.

To create your Nett Sales List report:

  1. Click Reports on the main navigation bar
  2. In the dropdown menu, click Classic reports
  3. Click Sales in the side menu under Reporting Groups
  4. Click Nett Sales List under Sales Reports
  5. You can select from several Report Options under Your Report to filter by:
    1. Period
    2. From and To dates
    3. Category - (Any/Residential Only/Commercial Only)
    4. Order
    5. Direction
    6. Group
  6. The report can be further filtered, grouped and ordered using the additional tabs under Your Report
  7. 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
  8. 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 Nett Sales List report shows the following information:

  • Office
  • Name
  • User
  • Property
  • Event
  • Offers Taken
  • Offers Followed up
  • Offers Revised
  • Offers Accepted
  • Accepted Less Withdrawn

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