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This guide has been reviewed against our global client base and classed as relevant to all regions

A variety of criteria and output options exist to allow you to run a pipeline report, as outlined below

1. Access the pipeline report criteria screen

From the main menu

Click Reports, click MI Analysis and select Offers & Pipeline Reports

The Offer Reporting screen is displayed
At the top of the screen, select Pipeline Report
This adds criteria to the screen needed for a pipeline report
You can run
Run the report with the above criteria
OR use the fields above to narrow down the results further, such as adding an Office
Click Report to run the report

2. Pipeline list

Current properties in the pipeline are shown in a grid

Selecting an entry in the grid displays more details of the offer in the panels below
Click a grid column heading to sort the data by that column or click to the right of the heading to group or filter the list

If you wish to export the list to Excel and/or print it, see next step

3. Print options

The Print option at the top right of the grid allows the pipeline report to be exported in a variety of formats

Standard/Custom Excel Report
Produces the report in Excel format
Offer/Pipeline Report
Produces the report in a non-editable format
Applicant/Property Reports
Takes the applicants/vendors involved in the pipeline and allows you to do a variety of actions (such as print a summary or detailed list, generate an email or export the list to Excel)

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