Reporting on FocalPacks ordered (UK only)

Owned by Fiona Hardy
Last updated: Aug 16, 2023
2 min read

This guide has been reviewed against our global client base and classed as relevant to the UK only

A FocalPack is a product offered and created by FocalAgent containing marketing assets - such as photos, videos, virtual tours and floorplans - when FocalAgent integration is set up for FocalPack ordering within Reapit, a pack can be ordered via Reapit, with the resulting pack being returned and available to use within the Reapit platform

This article outlines how to report on packs ordered via FocalAgent

For information on getting set-up with FocalAgent integration to order a FocalPack within Reapit or for information on FocalAgent's Smart Viewings integration, see Related Articles below

1. Select report type

From the main menu, click Reports and select Power Reports:

  • Ensure Property Report type is selected

  • Click Pick Property Criteria

  • Select any options required to narrow down the results returned
    E.g. Office or Status 

  • Click Show more
    The Referrals option will now be shown in the Linked Records section - see next step



For more information on Power Reports, click here:
https://reapit.atlassian.net/wiki/spaces/RW/pages/362119275

2. Pick criteria

From Linked Records section:

  • Click Referrals

  • Click Pick Referral Criteria

 

3. FocalPack criteria

  • Select the FocalPack criteria types required
    One or more options can be chosen in the same report - all are selected in the example below

  • Enter the criteria to report on

  • Click Run Report (bottom right of screen, not shown)

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