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This guide has been reviewed against our global client base and classed as relevant to all regions

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Available from version 12.171

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The Sales Daily Report contains information on the number of matches carried out and details sent

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1. Accessing the report

From main menu:

  • Click Reports and select Sales Daily Report

  • Two new columns are available to the far right of the report

    • Matches shows how many match activities have been carried out in the selected day and month by office and negotiator/user - these counts include where there has been journal entries for matches, hand matches, details sent and brochures sent

    • Details Sent shows how many details have been sent out in the selected day and month by office and negotiator/user - these counts only include the details sent journal entry

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Note

The From version 12.171-12.184, the new columns shown above just display the counts - clicking a number to drill down to see the data behind the count will be available in a future release

From version 12.185+, the counts can be clicked to see the data behind it, as outlined here:
Sales Daily Report enhancement to show data behind number of matches & details sent

Tip

For more information on accessing and using the Sales Daily Report, click here:
Sales Daily Report guides

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