Generate a sold listings report

Summary

Learn how to generate and customise a sold listings report in Box+Dice. Filter listings, adjust columns, and export results for reporting.

This article covers:

• About sold listings report
• Filter listings
• Select report columns
• Sort the report
• Generate sold listing report

About sold listings report

The sold listings report in Box+Dice allows you to view and analyse property sales data based on selected filters and criteria.

It is used to track sales performance, review listing activity, and generate reports that can be exported or reused for ongoing analysis.

Filter listings

To display the listings you want included in your report:

• Go to: Sales
• Click Table view
• Click + Add filter item
• Select Listing status and choose:
  • Not settled
  • Settled
• Click Apply

If needed, add a date filter:

• Click + Add filter item
• Select Day of sale and choose a date range
• Click Apply

Select report columns

To choose which fields appear in your report:

• Click Edit columns

• Add fields you want to include
• Remove fields you do not need
• Drag fields to reorder the columns

• Click Save

Sort the report

To organise the report using column sorting:

• Click a column header with a double-arrow icon to sort
• Click again to reverse the order
• Click Order by to apply nested sorting (e.g. consultant, then sale price)

Generate sold listing report

To export your report for external use:

• Select listings individually or tick to select all
• Click More

• Click Export to CSV/Word

You will see a notification confirming successful generation. Click the file link to download your report.