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Use sales search screen reports

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Summary

Learn how to use available reports to review listings, commissions, and financial activity in one place.

This article covers:

About sales search screen reports

Sales search screen reports provide a range of reporting options to help you analyse listings, financial performance, and sales activity across your office or group. These reports support forecasting, tracking cashflow, reviewing commissions, and monitoring listing data.

Available from the Sales screen, these reports allow users to generate insights based on selected listings and configurable date ranges.

Available reports

  • Office cashflow forecast report - Displays expected net cashflow by calendar month across six months, per listing for the office
  • Corporate cashflow forecast report - Displays expected net cashflow by calendar month across six months, per office within the group
  • Office statement report - Shows net cashflow that has already occurred over a configurable date range, per listing in the office
  • Corporate statement report - Shows net cashflow that has already occurred over a configurable date range, per office in the group
  • Sales report - A general report displaying listings with key information, including commission splits
  • Trust fees outstanding report - Displays listings where purchaser deposits were released early via the Stakeholder Payout process, resulting in insufficient ledger funds to cover invoices such as commissions
  • Internal stocklist report - An internal-only stocklist designed for agency staff use
  • Listings report - A basic list of listings, including addresses and creation dates
  • Expanded listings report - Similar to the Listings report, with additional detailed information
  • Upcoming auctions report - Displays upcoming auctions with basic details, grouped by auction week. Also highlights auction listings missing an auction date
  • Auction results report - Shows listings that went to auction within a selected date range, including results, clearance rates, and gross commission

Generate a report

Reports are generated based on the selected listings and filters applied on the Sales search screen.

To generate a report:

  • Go to: Sales
  • Select the relevant listings
  • Click Choose report
  • Select the required report
  • Click View report

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