Project Vendor Reports

You can generate a Project Vendor Report for either an entire Project or just a Stage within a Project.

1. Simply open the Project Record or Project Stage Record as required,
2. Click the Reports button
3. Select the Vendor Report option
   
4. The Set Vendor Report Options overlay will appear,
   
   Here, you’re able to:

• Enter the Feedback Date Range you want this report to show information for

• Choose the Contact Name Format to show on the report

• Insert your own Comments to appear on the report

• The option to Include Stage Feedback (if you’re running this report from the Project Record)

• The option to Include Listing Feedback (if you’re running this report from either the Project Record or Project Stage Record)

• The option to Include Trend Data which when selected will give you further options to include:

  • Trend Data from a particular date range (which if you have entered the feedback date range at the top of this overlay, the trend data will use that date range by default)

  • Agent Activity

  • Match Alerts

  • OFI Attendance

  • Private Inspections

  • Price Indication

  • Enquiries

  • Hot / Warm / Cold breakdown

5. Once you’ve set your options, click on the Preview button. This will take you to the preview of the Vendor Report where, if you need to make changes to the selected options, you can click on the blue Report Options button and do so.
6. If you’re happy with everything on this , you can click on the red Generate PDF button.
7. On the Generating Report dialog you can choose to Download Report or Email Report as required.