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

A variety of criteria and output options are available to allow you to run a pipeline report, as outlined below

1. Access the pipeline report criteria screen

From Reports on the main menu:

  • Click MI Analysis and select Offers & Pipeline Reports
    The Offer Reporting screen is displayed

  • At the top of the screen, select Pipeline Report
    This adds criteria to the screen needed for a pipeline report

  • Run the report with the above criteria
    OR use the fields to narrow down the results further, such as reporting by Office or adding Expected exchange dates

  • Click Report to run the report

2. Pipeline list

Current properties in the pipeline are shown in a grid

  • Selecting an entry in the grid displays more details of the offer in the panels below

  • Click a grid column heading to sort the data by that column or click to the right of the heading to group or filter the list
    If you wish to export the list to Excel and/or print it, see next step

3. Print options

The Print option at the top right of the grid (shown above) allows the pipeline report to be exported in a variety of formats

  • Standard/Custom Excel Report
    Produces the report in Excel format

  • Offer/Pipeline Report
    Produces the report in a non-editable format

  • Applicant/Property Reports
    Takes the applicants/vendors involved in the pipeline and allows you to do a variety of actions (such as print a summary or detailed list, generate an email or export the list to Excel)


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