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Fiona Hardy

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

Various When running an offer report, various criteria options are available to get extract the information required

1. Access the offer report option

From the main menu:

  • Click Reports

  • Select MI Analysis & click Offers & Pipeline Reports

2. Enter report criteria

  • Use the criteria options to filter the report

    See step 2a for example reports that could can be run

  • Click Report to run the report

Info

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

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

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