Viewing Dates planned by property branch report

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

To create your Viewing Dates planned by property branch 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 Viewing Dates planned by property branch 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. Order
   5. Direction
   6. Group
   7. Filter
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 Viewing Dates planned by property branch 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

• Related Help Centre articles that you may find useful.

  Setting up a scheduled report

  Exporting reports

  Report tokens