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

To get a report on buyers, an offer report needs to be run

Various criteria options are available to get the information required

1. Access the offer report option

From the main menu:

2. Enter report criteria

Use the criteria options to filter the report
See step 2a for example reports that could be run
Click Report to run the report

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Property criteria is already completed to ensure all properties are included with the status For Sale - Available / Unavailable & Under Offer - Available / Unavailable (the selected options can be added to or removed, if required)

2a. Example reports

Buyers with accepted offers in a specific office
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Buyers (with accepted offers in a specific office) due to exchange within a given timeframe
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(Potential) buyers with a rejected offer
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3. Report results

The buyer list is displayed in a grid

Selecting an entry displays more details below
Scrolling across displays Sales Progress information
Click the grid column headings to sort the information in ascending/descending order
Click to the right of the column heading to use filter options

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Click Print (top right) for options to create the list as a report and also export to an Excel spreadsheet
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