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Fiona Hardy

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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 - when running an offer report, various criteria options are available to extract the information required

After running the report, the results are shown in a grid which also displays Sales Progress information for each offer listed

Tip

An Offer report can also be done as a Power Report (see the Offer reports section of the Power Reports Library for more information) - this also offers the option to email buyers (as shown in step 4 below) but does not show the Sales Progress information in the results grid (as shown in step 3)

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 2a for example reports that can 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

  • Accepted offers in a specific office

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  • Accepted offers in a specific office due to exchange within a given timeframe

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  • Rejected offers

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3. Report results

The report results are displayed in a grid

  • Selecting an entry displays more details below

  • Scrolling across displays Sales Progress information (see second screenshot)

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  • 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 report options (see next step) plus the option to export to an Excel spreadsheet

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4. Emailing buyers or vendors

If you want to email the buyers or vendors involved in each offer:

  • From the options shown above, select Property Reports and click Accept

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  • Select E-mail and click Proceed

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  • The following options will be offered allowing you to email buyers or vendors using a specific template (where available)

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  • Select the required option and click Accept

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Excerpt
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How to run an offer report to get a report on buyers - the report displays Sales Progress information for each offer plus provides options for emailing relevant parties