Summary
Learn how to generate a report of upcoming settlements in Box+Dice using filters and custom columns. Export or save your report for easy tracking and follow-up.
This article covers:
- About upcoming settlements report
- Generate the report
- Customise report columns
- Export or use the report
About upcoming settlements report
The upcoming settlements report allows you to track listings that have not yet settled but are expected to settle within a selected date range.
This report helps monitor pipeline activity, prepare for upcoming settlements, and ensure important dates are tracked efficiently.
Generate the report
Apply filters to display listings with upcoming settlement dates.
- Go to: Sales > Listings
- Click Table view
- Filter the Listing status to:
- Not settled
- (Optional) Click + Add filter item again
- Select Expected settlement date
- Enter your desired date range
- Click Apply
Customise report columns
To select the fields, you want to include in your report:
- Click Edit columns
- Add or remove fields as needed
- Ensure Expected settlement date is included
- Remove Actual settlement date if not required
- Click Save to store your filtered report
Note: Use 'Expected settlement date' when reporting on upcoming settlements, as 'Actual settlement date' is only populated once a listing is settled.
Export or use the report
Once your report is ready, you can export or use it in other areas of the system.
- Select listings individually or tick to select all
- Click More > Export to export results to CSV or Word
- Alternatively, click Library and use the Stock list report
Articles in this section
- Add custom listing URL fields
- Awaiting Unconditional Sales Listing Filter
- Create a new listing vendor
- Generate a sold listings report
- Generate monthly listing reports
- Generate upcoming settlements report
- Manage agent access for conjunctional sales listings
- Manage building materials
- Manage custom copy per portal for sales listings
- Manage listing file visibility for consultant groups