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

Available from version 12.171

The Sales Daily Report contains information on the number of matches carried out and details sent

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

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

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