Page Comparison

1. Access Power Reports & select report type

From the main menu:

• Click Reports and select Power Reports
  

• Select report type as Applicant Report and select Sales or Lettings
  

• Click Show more
  

2. Select criteria option

• Select Office Refer From option

3. Select required office

The 'refer from' postcodes for each office (as set in configuration), are used to determine which applicants are returned in the report

• Select which offices to report from

  • To report on your office applicants, select is current office

  • To search for other office applicants, select any of and select the required office(s)
    

• Click Run Report (bottom right)
  You may wish to add other criteria to the report first - see step 5

4. Report results

The report results are shown in grid

• All applicants listed are sales applicants that are registered in another office (in this example: Oxford) that indicated by the Office column) and have a London office postcode (matching the ‘refer from’ list in configuration)
  

• If a large amount of results are displayed, further criteria options can be added to narrow the results
  See next step

5. Other criteria to add

Before running the report, further criteria options can be added to narrow the results returned

One or more of these options could be used:

• Active - is true ensures only active applicants are returned

• Registered allows you to return recently registered applicants

• For sales applicant reporting:
  Selling Position - select options that indicate the applicant has a property to sell, as shown above
  This option relies on the Selling Position field being completed correctly on all applicant records

• For lettings applicant reporting:
  Renting Position - select Pending Own Sale
  This option relies on the Renting Position field being completed correctly on all applicant records