Applicants Phone and File Logs report

The Phone and File Logs report shows a list of all calls and notes logged on applicants, over a specified period of time. 

To create your Phone and File Logs report:

1. Click Reports on the main navigation bar
2. In the dropdown menu, click Classic reports
3. Click Applicant in the side menu under Reporting Groups
4. Click Phone and File Logs under Applicant Reports
5. You can select from several Report Options under Your Report to filter by:
   1. From and To dates
   2. Archived/Active
   3. Order
   4. Direction
   5. 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

The Phone and File Logs report shows the following information:

• Date
• Branch
• Negotiator
• Applicant
• Notes
• Notes Type
• Property

• Related Help Centre articles that you may find useful.

  Setting up a scheduled report

  Exporting reports

  Report tokens