Reporting FAQs

How do I Report on profit?

To produce sales reports click on the Management Reports icon from the Main Ribbon menu. Use any of the reports in the 'Product Sales' group then specifying a reporting date period.

Can I run a Report on Fees to Transfer?

Yes. The clearest way to run this report is to do the following:

1. Click Financial Tab on the Homepage.

2. Click on Fees to Transfer.

   1. If you have more than one Company you’ll need to select the correct one.

3. Tick the fees you wish to view in the report.

   1. You can also view the untransferred fees up to a certain date by changing the Transfer Date.

4. Click on the “Summary Report” button.

How do I produce a Feedback Report for a Property?

1. Open the Property Record you would like the Report for.

2. Click the Advanced Tab at the top of the Record.

3. Click Property Feedback Report.

4. Select the date range to view feedback added between this time.