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1. Report on milestones As milestones are found within the offers screen, they are reported on via an offer report - they can also be reported on via a property report when an offer report has been added to it as a sub-report/linked record From main menu:
Options are:
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2. Example report This report returns all properties in the London office that are currently SSTC/Under Offer - Available or Unavailable where Simon Crisp is the sales progressor, where the property has an accepted offer, is set to exchange in the next 4 weeks and has active milestones that are required to be completed before exchange | ||||
3. Include default milestones
An option to Include default milestones is available - when enabled, and when reporting using name criteria, properties/offers will be returned in the report where milestones exist but have not yet been started From milestone criteria option:
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4. Add milestone related information in offer report grids
After running an offer report, from the report results grid:
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