Summary
Buyer Report (A) and Buyer Report ($) are generated from the Contact Search screen using different sorting criteria. These reports help organise buyer data either alphabetically or by price range.
This article covers:
About buyer reports
Buyer reports provide a structured way to present contact data from the Contact Search screen. They are commonly used to organise buyers either alphabetically or by their price range, depending on reporting needs.
Buyer report (A)
Buyer Report (A) organises contacts alphabetically based on surname or company name. This format is useful for reviewing buyers in a simple, ordered list.
- Go to: Contacts > Table View > Edit Columns
- Drag or add columns
- Click Save
- Click Order by
- Click Surname/Company > Ascending
- Click Confirm
- Select the required records
- Click More > Export to Word
Buyer report ($)
Buyer Report ($) organises contacts based on price range, sorted from highest to lowest. This format is useful for prioritising buyers by budget.
- Go to: Contacts > Edit Columns
- Click Save
- Select Order by > Price From > Descending
- Click Confirm
- Select the required records
- Click More > Export to Word