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

From version 12.171+, the Sales Daily Report contains information on the number of matches carried out and details sent

For more information on accessing and using the Sales Daily Report, click here: Sales Daily Report guides

1. Accessing the report

From main menu:

  • Click Reports and select Sales Daily Report

  • Two new columns are available to the far right of the report

    • Matches shows how many match activities have been carried out in the selected day and month by office and negotiator/user - these counts include where there has been journal entries for matches, hand matches, details sent and brochures sent

    • Details Sent shows how many details have been sent out in the selected day and month by office and negotiator/user - these counts only include the details sent journal entry

The new columns shown above just display the counts - clicking a number to drill down to see the data behind the count will be available in a future release

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