Page Comparison

1a. Switch from sales to lettings (or vice versa)

• To run a lettings report, click Sales and select Switch to Lettings (& vice versa)

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2. Choose the criteria for your report

When choosing the criteria for your report, consider which elements/fields in your

database you need to query to get the information you need - these should be picked as your report criteria

For example, to report on sales properties that are being marketed at your office for over £1m and that have been on the market for over 6 months - you need to run a Property Report for Sales and include

the following criteria:

• Office (current office)

• Asking Price (at least £1m)

• Instruction Date (after

• x date)

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3.

Add report criteria

• Click the first criteria option required, e.g. Office 
  Selecting is current office automatically reports on your office

• Click Pick Property Criteria to return to the criteria options (seen in step 2) and continue building the report

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• The

• selected Office

•  criteria is shown at the bottom of the screen
  The cross to the right of the selected criteria allows you to remove it from the report

• Continue adding all other required criteria to build the Power Report

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4. Run the report

When all criteria options have been added:

• Click Run Report

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1. Build the basic report & add a sub-report / linked record

Build the basic Power Report (as outlined

in the section above):

• For this example, the basic report needs to be set up to return a list of local active applicants who have a property to sell - but now a linked record needs to be added to include viewing-related data in the report

To include viewing-related data:

• From the section titled Linked Records, select the required type, such as Appointments, Contacts, Offers, Tenancies etc.

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2. Build your sub-report criteria

In the newly added sub-report section:

• Click Pick criteria to display the criteria options below

• Choose relevant criteria options needed for your sub-report
  Click the arrow to the top-right of the sub-report section for an option to Remove sub-report

Further menu options:

• Above the Pick criteria option, click the text for further options including:

  • Option to report where no records exist
    e.g. can change to Applicant does not have appointments

  • Include archive records in the report

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3. Run the report

When all criteria options have been added

:

• Click Run Report

• (bottom-right of screen)

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