Summary
Learn how to report on appraisals that have been converted into listings by filtering contacts and running appraisal reports from the Library.
This reporting process allows you to see which appraisals have progressed to active listings, along with their corresponding owners. It helps teams track appraisal success and conversion performance
This report uses contact filters and appraisal reports to identify appraisals that are now listed.
It relies on appraisal and listing status data already recorded in the system.
To generate a report for appraisals converted to listings:
- Go to: Sales > Appraisals
- Filter appraisals by date range (example; Appraisal Date is Last Month)
- Select All records
- Click Choose Report
- Select Appraisal Conversion Report
- Click View Report
The report shows all appraisals converted to listings, including the associated owners