Page Comparison

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

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)

• 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

  

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

  

• Select E-mail and click Proceed

  

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

  

• Select the required option and click Accept