Properties Details Approval report

The Property Details Approval report allows you to create a list which shows the current state of details that have been sent for approval, i.e. whether they have been approved yet.  This report is useful for chasing up vendors who have not yet responded, and approving them. 

To create your Property Details Approval 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 Property Details Approval under Property Reports
5. You can select from several Report Options under Your Report to filter by:
   1. Sale/Rent - (Any/Sales Only/Rentals Only)
   2. Overseas - (Include/Exclude)
   3. Order
   4. Direction
   5. 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 Property Details Approval report shows the following information:

• Property
• Office
• Negotiator
• Vendor
• Status
• Date Details Sent
• Date Details Approved
• Date Instructed
• Date Available

• Related Help Centre articles that you may find useful.

  Setting up a scheduled report

  Exporting reports

  Report tokens