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

The Office refer from criteria allows a list of potential vendors to be generated

This uses the referral postcodes already setup for each office and returns applicants (or property records) with matching postcodes that are registered in other offices

For example, the London office can run a report to see how many applicants are registered in other offices where the applicant has a postcode within London’s selling patch
This example will be used below

1. Access Power Reports & select report type

From the main menu:

  • Click Reports and select Power Reports

  • Select report type as Applicant Report and select Sales or Lettings

  • Click Show more

2. Select criteria option

  • Select Office Refer From option

3. Select required office

The 'refer from' postcodes for each office (as set in configuration), are used to determine which applicants are returned in the report

  • Select which offices to report from

    • To report on your office applicants, select is current office

    • To search for other office applicants, select any of and select the required office(s)

  • Click Run Report (bottom right)
    You may wish to add other criteria to the report first - see step 5

For example, if choosing to report on London, applicants with London postcodes* will be returned that are registered at other offices
* providing their postcode falls into the London ‘refer from’ list in configuration

4. Report results

The report results are shown in grid

  • All are sales applicants that are registered in another office (in this example: Oxford) that have a London office postcode (matching the ‘refer from’ list in configuration)

  • If a large amount of results are displayed, further criteria options can be added to narrow the results
    See next step

5. Other criteria to add

Before running the report, further criteria options can be added to narrow the results returned

One or more of these options could be used:

  • Active - is true ensures only active applicants are returned

  • Registered allows you to return recently registered applicants

  • For sales applicant reporting:
    Selling Position - select options that indicate the applicant has a property to sell, as shown above
    This option relies on the Selling Position field being completed correctly on all applicant records

  • For lettings applicant reporting:
    Renting Position - select Pending Own Sale
    This option relies on the Renting Position field being completed correctly on all applicant records

Office referral postcodes need to be set-up in order to run these reports, click here for more information on vendor referrals (including initial setup information)

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