Sales Daily Report enhancement to show data behind number of matches & details sent

1. Access match & details sent information in the Sales Daily Report

From main menu:

• Click Reports and select Sales Daily Report

• Both 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

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2. Access data behind Matches and Details Sent information

To find out details of the matches carried out, from Matches or Details Sent column:

• Click required Day or Month figure (shown above)
  You may wish to expand the data shown to see details by user - click + icon beside office name

Matches / Details Sent are shown in a grid:

• To view the related applicant or property record, right-click the relevant match and select
  Show Applicant/Property

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Usual grid functions can be used on the match/details sent information:

• Click a column heading to sort by that column

• Click to the right of the column heading to view the filter icon where the column can be searched, filtered or grouped (dependent on column content)

• Add/remove columns by right-clicking over the column heading and selecting Pick columns
  Columns can also be moved by clicking and dragging them to a new position

• After making changes to the grid layout, right-click over the column headings again and click Save grid layout