Board Changes report

Chris Horroll
Chris Horroll
  • Updated

The Board Changes report allows you to create a list of all board changes by property, within a specified timeframe.

To create your Board Changes report:

  1. Click Reports on the main navigation bar
  2. In the dropdown menu, click Classic reports
  3. Click Property in the side menu under Reporting Groups
  4. Click Board Changes under Property 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 - (Any, Sales Only, Rentals Only)
    4. Overseas - (Include, Exclude)
    5. Order
    6. Direction
    7. 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

board_changes.png

The Board Changes report shows the following information:

  • Property
  • Postcode
  • Ordered
  • User Requesting
  • User Office
  • Property Office
  • Negotiator
  • Contact
  • Board Company
  • Branch
  • Status
  • Board

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