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

To get a report on buyers, an offer report needs to be run

Various criteria options are available to get the information required

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 step 2a for example reports that could be run

  • Click Report to run the report

Property criteria is already completed to ensure all properties are included with the status For Sale - Available / Unavailable & Under Offer - Available / Unavailable
(the selected options can be added to or removed, if required)

2a. Example reports

  • Buyers with accepted offers in a specific office

  • Buyers (with accepted offers in a specific office) due to exchange within a given timeframe

  • (Potential) buyers with a rejected offer

3. Report results

The buyer list is displayed in a grid

  • Selecting an entry displays more details below

  • Scrolling across displays Sales Progress information

  • 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 options to create the list as a report and also export to an Excel spreadsheet

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