Report on advanced custom sales progress milestones

1. Report on milestones

As milestones are found within the offers screen, they are reported on via an offer report - they can also be reported on via a property report when an offer report has been added to it as a sub-report/linked record

From main menu:

• Click Reports then Power Reports and select report type of Offer Report
  Or, from a Property Report for Sales, add property report criteria then, from the Linked Records section, select Offers as a sub-report

• Choose criteria required for the offer report (and the property report, where applicable)

• From Linked Records, select Milestones

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• Milestone criteria options can then be selected for the report

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Options are:

• Amended - to filter report on when a milestone was last amended - enter date/date range

• Name - enter text (via free-text field) to filter report by milestone name
  To filter by selecting a milestone name from a list use Predefined name option instead, see below

• Predefined name - select milestone name(s) from list to filter by

• Required by date - to filter by milestones that have been set as ‘required by’ - enter date/date range

• Required for exchange - choose True to only include milestones in the report that are required before a property can be set to Exchanged status (set to False when to exclude these milestones)

• Status - to filter report by specific milestone status or statuses - select required status options from list

2. Example report

This report returns all properties in the London office that are currently SSTC/Under Offer - Available or Unavailable where Simon Crisp is the sales progressor, where the property has an accepted offer, is set to exchange in the next 4 weeks and has active milestones that are required to be completed before exchange

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3. Include default milestones

An option to Include default milestones is available - when enabled, and when reporting using name criteria, properties/offers will be returned in the report where milestones exist but have not yet been started
When this option is not enabled, only properties/offers with milestones where progress has been initiated will be included in the report results

From milestone criteria option:

• Build report criteria including name criteria
  This example report will returns all properties in the Bedford office that are currently SSTC/Under Offer - Available or Unavailable where the property has an accepted offer, the milestone name includes ‘searches’ and those milestones are required to be completed before exchange

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• Click Offers has milestones and select Include default milestones

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4. Add milestone related information in offer report grids

After running an offer report, from the report results grid:

• Right-click over the column headings, click Pick columns and select Incomplete milestones

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• The new column is added to the far right side of the grid - click and drag the column heading to the desired position

• Right-click over the column headings again and click Save grid layout
  If you have already saved the report criteria - to save to the default property report grid, select Save as default layout or, to save the grid just for this report, select Save grid to report

• The column will show when using this type of grid again - grid functions can be used to sort or filter the list

  • To sort the list, click the column heading

  • To filter the list, click to the right of the column heading to view filter icon and use the search field to filter by content

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