Page Comparison

1. Access the pipeline report criteria screen

From Reports on the main menu:

• 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

• Run the report with the criteria shown below, or use the fields to narrow down the results further, such as reporting by Office or adding Expected exchange dates - see example in 1a below

• Click Report to run the report

  

1a. Example pipeline report criteria

This report criteria will return properties in the Oxford office that are SSTC/Under Offer or Reserved, that are due to exchange in March 2024 and have the offer status of Accepted - Pipeline

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 (shown above) 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)