Management Summary report

The Management Summary report allows you to create a summary of the current state of your business. This report can be run for a single branch or all of your business, and whilst this one doesn't split out multiple branch figures, the Management Summary - Branch Breakdown reports do.

To create your Management Summary report:

1. Click Reports on the main navigation bar
2. In the dropdown menu, click Classic reports
3. Click Management in the side menu under Reporting Groups
4. Click Management Summary under Management Reports
5. You can select from several Report Options under Your Report to filter by:
   1. Period
   2. From and To dates
   3. Sale/Rent
   4. Category (Any/Residential Only/Commercial Only)
   5. Overseas (Include/Exclude)
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

The Management Summary report shows the:

• Summary Type
• Breakdown
• Total

• Related Help Centre articles that you may find useful.

  Setting up a scheduled report

  Exporting reports

  Report tokens