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This guide has been reviewed against our global client base and classed as relevant to |
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When information is shown in a grid, it can be exported to Microsoft Excel
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A grid is any list of information shown where the column headings can be grouped/sorted filtered - |
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e.g. report results, viewing full results from an Organiser panel - grids are found throughout Reapit Agency Cloud when a list of information is shown An example grid is shown below |
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Grid contents can be exported using standard or custom export methods:
Standard: allows you to export the information shown in the current grid
Custom: allows you to choose what information is exported, this might include all/
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some information shown in the grid, along with other related data currently not shown
If the information you require is already shown in a grid, then choosing to carry out a standard export from that grid is recommended - see steps 1 & 2 below
If not, then it is recommended to view a grid as close as possible to the information required, then carry out a custom export and add/edit the required columns - see steps 1 & 3+
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A custom export is reliant on where the information is stored within database tables in |
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AgencyCloud For example, if you want to see properties that have had viewings in the last three months along with the applicants that viewed, this cannot be gained from a property report, as the related diary and applicant information is not held here - however, running a diary report would allow this information to be retrieved, as the diary table is where the required information is held |
1. Accessing the export to Excel options From the required grid: |
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2. Standard export |
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a worksheet
If the grid was grouped, the export to Excel will include a pivot table worksheet too
The information can now be sorted/filtered/saved etc. within Microsoft Excel
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3. Custom export When selecting to do a Custom export, choose which template type you need ( |
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if custom templates have already been created, the screen shown in step 7 will be displayed) Select Create template from standard
Choosing this option ensures the core columns are included in your new template (rather than starting from scratch)
Click Accept
The Excel Export Designer screen is displayed
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4. Add/edit data included in export As the Create template from standard option was chosen in the previous step, standard columns for the report type are automatically shown |
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the Excel Export Designer Use this |
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screen to edit / remove / change column order shown, as well as add new columns |
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Image AddedTemplate Name Enter an appropriate name for the template Once created, the template will be available for all grids of this type - see step 6
Share With Leave set to Everyone - or click this link for options to share with particular Offices or Negotiators Or, to keep the template for individual use, select Do Not Share
Change column header Double-click the heading The screen shown in step 5 will be displayed In the Header field, enter the new heading for this column e.g. you may want Manager Name to display as Manager
Change column order Select the required column heading and click the Move Up/Down buttons
Remove columns Select column heading and click Delete
Add new columns to export See next step
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5. Adding a new export column Merge codes are needed to pull the required information from the database From the Excel Export Designer (shown in step 6): |
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See Custom Excel export examples section below for ideas on exports that can be done including the related merge codes required |
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6. Accessing custom Excel templates Once a custom Excel template has been created it will be available on all grids of the same type e.g. an applicant custom template will be available on all applicant grids |
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7. Edit/delete custom Excel templates To edit or delete any custom Excel templates created |
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Custom Excel export examples
Each section below outlines column headings and their associated merge codes which can be added to the Excel Export Designer to create a custom Excel template
All columns/codes shown could be added to the template, or just a selection, as required
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title | Applicant price requirements & contact details |
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Column heading | Merge code |
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Office | Applicant.Office.Name | Manager | Applicant.Negotiator.Name | Name | Applicant.CurrentCntName | Short Address | Applicant.PrimaryContact.Address.GridAddress | Min Price | Applicant.Sales.MinPriceFormatted | Max Price | Applicant.Sales.MaxPriceFormatted | Business | Applicant.PrimaryContact.GetPhone("b") | Fax | Applicant.PrimaryContact.GetPhone("f") | Home | Applicant.PrimaryContact.GetPhone("h") | Mobile | Applicant.PrimaryContact.GetPhone("m") | Work | Applicant.PrimaryContact.GetPhone("w") | Email | Applicant.PrimaryContact.GetPhone("e") |
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title | Company details including staff names and their contact details |
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Staff details are shown in one column, separated by a tilde (~) Column heading | Merge code |
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Company Name | Cmp.CmpName | Reference Code | Cmp.Code | Address | Cmp.Address | Company Type | Cmp.Type | Staff | script: string ret = ""; foreach (object obj in cmp.AllStaff) { if (obj.GetType() == typeof(Person)) { Person p = (Person)obj; string personEmail = p.GetPhone("e"); ret += p.ToString() + (!string.IsNullOrEmpty(personEmail) ? " - " + personEmail : ""); } else { Staff s = (Staff)obj; string staffEmail = Formatter.GetPhone(s.Phone, "e"); ret += s.Attn + (!string.IsNullOrEmpty(staffEmail) ? " - " + staffEmail : ""); } ret += "~ "; } return ret; |
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title | Exchanged properties and related information |
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Column heading | Merge code |
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Office Name | Property.ActiveOffName | Short Address | Property.ActiveAddress.GridAddress | Status | Property.Sales.StatusNameGrid | Instructed Date | Property.Sales.ForSDate | Agency | Property.Sales.AgencyName | Offer Date | Property.Sales.OADate | Exchange Date | Property.Sales.ExchDate | Completion Date | Property.Sales.CompDate | Price | Property.Sales.CurrentPriceFormatted | Fee | Property.Sales.Comm | Exchange Price | Property.Sales.ExchPrice | Source of Enquiry | Property.Sales.Vendor.Source.Name | Office Fee | Property.SellingOfficeFee |
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title | Property report including vendor details, including external properties |
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This report returns properties along with vendor details - when an external property is returned (i.e. one that is not being sold/let by your company) this is identified and will include the old vendor details from when the property was last listed with you Column heading | Merge code |
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Reference | Property.Code | Short Address | Property.ActiveAddress.GridAddress | Price | Property.Sales.CurrentPriceFormatted | Office Name | Property.ActiveOffName | Manager Name | Property.ActiveNegName | Status | Property.Sales.StatusNameGrid | Vendor | Property.CurrentCntName | Vendor Phone | Property.PrimaryContact.Phone | Vendor Address | Property.PrimaryContact.Address.FullAddress | External Property? | Property.ExtPrp | Vendor (if property external) | Property.Sales.OldVendor.Name | Vendor Phone (if property external) | Property.Sales.OldVendor.Phone | Vendor Address (if property external) | Property.Sales.OldVendor.Address |
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title | Last & next inspection dates on a tenancy |
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Column heading | Merge code |
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Property Address | Tenancy.Property.Address | Landlord Name | Tenancy.Property.PrimaryContact.Name | Tenant Name | Tenancy.AllNames | Tenancy Status | Tenancy.StatusName | Last Inspection | Property.Lettings.CurrentTenancy.LastInsp.DateTime | Inspection Due | Property.Lettings.CurrentTenancy.NextInspDueBy | Tenancy Start Date | Tenancy.FrDate | Tenancy End Date | Tenancy.ToDate | Property Manager | Tenancy.Property.Negotiator.Name | External Property? | Property.ExtPrp |
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title | Standard certificate expiry details for each property |
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Column heading | Merge code |
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Property Reference | Property.Code | Office | Property.Office.Name | Manager | Property.Negotiator.Name | Rent p/m | Property.Lettings.MRentFormatted | Short Address | Property.ActiveAddress.GridAddress | Landlord | Property.CurrentCntName | Status | Property.Lettings.StatusNameGrid | Role | Property.Lettings.RoleName | Total Bedroom(s) | Property.Attributes.TotalNum | Registered | Property.Register | Available From | Property.AvFrom | EPC Rating | Property.ExtrasField.GetExtra("pBERExempt", false) ? "Exempt" : Property.ExtrasField.GetExtra("pBERRating", "To be confirmed") | Last Call | Property.LastCall | Appliance Insurance Expiry | Property.Lettings.GetLastCert("AI").EndDate.ToShortDateString() | Buildings Insurance Expiry | Property.Lettings.GetLastCert("BI").EndDate.ToShortDateString() | Contents Insurance Expiry | Property.Lettings.GetLastCert("CI").EndDate.ToShortDateString() | Electrical Safety Expiry | Property.Lettings.GetLastCert("ES").EndDate.ToShortDateString() | Emergency Plumbing Expiry | Property.Lettings.GetLastCert("EP").EndDate.ToShortDateString() | Gas Safety Expiry | Property.Lettings.GetLastCert("GS").EndDate.ToShortDateString() | Labour Only Warranty Expiry | Property.Lettings.GetLastCert("LW").EndDate.ToShortDateString() | Legionella Expiry | Property.Lettings.GetLastCert("LG").EndDate.ToShortDateString() | Manufacturers Warranty Expiry | Property.Lettings.GetLastCert("MW").EndDate.ToShortDateString() | Minor Works Certificate Expiry | Property.Lettings.GetLastCert("MK").EndDate.ToShortDateString() | PAT Test Expiry | Property.Lettings.GetLastCert("PT").EndDate.ToShortDateString() | Smoke Alarms Expiry | Property.Lettings.GetLastCert("SD").EndDate.ToShortDateString() | Soft Furnishings Safety Expiry | Property.Lettings.GetLastCert("FS").EndDate.ToShortDateString() | System + Appliance Insurance Expiry | Property.Lettings.GetLastCert("SA").EndDate.ToShortDateString() | System Insurance Expiry | Property.Lettings.GetLastCert("SI").EndDate.ToShortDateString() |
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Feefo exports
Currently there currently isn't an automated process for providing Feefo data - where a Feefo export is required, the following reports should be set-up
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Name | Populated by | Merge code |
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Name | Vendor Name | Property.CurrentCntName | Email | Vendor Email | Property.PrimaryContact.Email | Date | Completion Date | Property.Sales.CompDate.ToShortDateString() | Description | N/A | <> | Merchant Identifier | N/A | <> | Tags | N/A | <> | Feedback Date | N/A | <> | Product Search Code | N/A | <> | Order Ref | N/A | <> | Product Link | N/A | <> | Customer Ref | Vendor Contact Code | Property.CntCode | Amount | N/A | <> | Currency | N/A | <> | Product Attributes | N/A | <> | Locale | N/A | <> |
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Name | Populated by | Merge code |
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Name | Landlord Name | Property.CurrentCntName | Email | Landlord Email | Property.PrimaryContact.Email | Date | Date Instructed | Property.Lettings.ForLDate.ToShortDateString() | Description | N/A | <> | Merchant Identifier | N/A | <> | Tags | N/A | <> | Feedback Date | N/A | <> | Product Search Code | N/A | <> | Order Ref | N/A | <> | Product Link | N/A | <> | Customer Ref | Landlord Contact Code | Property.CntCode | Amount | N/A | <> | Currency | N/A | <> | Product Attributes | N/A | <> | Locale | N/A | <> |
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Name | Populated by | Merge code |
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Name | Buyer Name | Offer.PrimaryContact | Email | Buyer Email | Offer.PrimaryContact.Email | Date | Offer Date | Offer.OfferDate.ToShortDateString() | Description | N/A | <> | Merchant Identifier | N/A | <> | Tags | N/A | <> | Feedback Date | N/A | <> | Product Search Code | N/A | <> | Order Ref | N/A | <> | Product Link | N/A | <> | Customer Ref | Applicant Code | Offer.Applicant.Code | Amount | N/A | <> | Currency | N/A | <> | Product Attributes | N/A | <> | Locale | N/A | <> |
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Tenant details Name | Populated by | Merge code |
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Name | Main Tenant Name | Tenancy.MainTenant.Name | Email | Main Tenant Email | Tenancy.MainTenant.Email | Date | Tenancy From Date | Tenancy.FrDate.ToShortDateString() | Description | N/A | <> | Merchant Identifier | N/A | <> | Tags | N/A | <> | Feedback Date | N/A | <> | Product Search Code | N/A | <> | Order Ref | N/A | <> | Product Link | N/A | <> | Customer Ref | Tenancy Code | Tenancy.Code | Amount | N/A | <> | Currency | N/A | <> | Product Attributes | N/A | <> | Locale | N/A | <> |
Joint tenants Name | Merge code |
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Full property address | Tenancy.Property.Address.FullAddress | Status | Tenancy.StatusName | Main Tenant Name | Tenancy.MainTenant.Name | Main Tenant Address | Tenancy.MainTenant.Address.FullAddress | Main Tenant Email | Tenancy.MainTenant.Email | Main Tenant Home Number | Tenancy.MainTenant.GetPhone("h") | Joint Tenant 1 Name | Tenancy.GetJointTenant(0).Name | Joint Tenant 1 Address | Tenancy.GetJointTenant(0).Address.FullAddress | Joint Tenant 1 Email | Tenancy.GetJointTenant(0).Email | Joint Tenant 1 Home Number | Tenancy.GetJointTenant(0).GetPhone("h") | Joint Tenant 2 Name | Tenancy.GetJointTenant(1).Name | Joint Tenant 2 Address | Tenancy.GetJointTenant(1).Address.FullAddress | Joint Tenant 2 Email | Tenancy.GetJointTenant(1).Email | Joint Tenant 2 Home Number | Tenancy.GetJointTenant(1).GetPhone("h") | Joint Tenant 3 Name | Tenancy.GetJointTenant(2).Name | Joint Tenant 3 Address | Tenancy.GetJointTenant(2).Address.FullAddress | Joint Tenant 3 Email | Tenancy.GetJointTenant(2).Email | Joint Tenant 3 Home Number | Tenancy.GetJointTenant(2).GetPhone("h") | Joint Tenant 4 Name | Tenancy.GetJointTenant(3).Name | Joint Tenant 4 Address | Tenancy.GetJointTenant(3).Address.FullAddress | Joint Tenant 4 Email | Tenancy.GetJointTenant(3).Email | Joint Tenant 4 Home Number | Tenancy.GetJointTenant(3).GetPhone("h") |
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When information is shown in a grid, it can be exported to Microsoft Excel |