Report on buyers (offers report)

Owned by Fiona Hardy, created
Last updated: Oct 06, 2022
3 min read

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 - when running an offer report, various criteria options are available to extract the information required

After running the report, the results are shown in a grid which also displays Sales Progress information for each offer listed

An Offer report can also be done as a Power Report (see the Offer reports section of the Power Reports Library for more information) - this also offers the option to email buyers (as shown in step 4 below) but does not show the Sales Progress information in the results grid (as shown in step 3)

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 2a for example reports that can 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

  • Accepted offers in a specific office

  • Accepted offers in a specific office due to exchange within a given timeframe

  • Rejected offers

3. Report results

The report results are displayed in a grid

  • Selecting an entry displays more details below

  • Scrolling across displays Sales Progress information (see second screenshot)

  • 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 report options (see next step) plus the option to export to an Excel spreadsheet

4. Emailing buyers or vendors

If you want to email the buyers or vendors involved in each offer:

  • From the options shown above, select Property Reports and click Accept

  • Select E-mail and click Proceed

  • The following options will be offered allowing you to email buyers or vendors using a specific template (where available)

  • Select the required option and click Accept

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