Estate Agent Pro Enterprise

Report Generator Screen - Applicant Search Tab

Report Generator Screen - Applicant Search Tab

Previous topic Next topic Expand/collapse all hidden text  

Report Generator Screen - Applicant Search Tab

Previous topic Next topic JavaScript is required for expanding text JavaScript is required for the print function  

The Applicants Search Tab is where applicants can be filtered and reported on. There is a slight delay when this tab is clicked on as it will initially load all active (non-archived) applicants.

 

Applicant Search Tab Applicant Search Tab

 

ReportGeneratorScreenApplicantTab

 

The Applicant Search Tab can be broken down into 6 separate areas.

 

Applicant List Applicant List

 

ReportGeneratorScreenApplicantList

 

Double clicking on any applicant will open the applicants screen focused to the respective applicant.

 

Clicking on the information Information Button button will display a popup window which corresponds with the coloured blocks shown against each applicant. The colour represents the status of the applicant. Bothe the statuses and colours are configurable by your system administrator.

 

The primary purpose of this screen is to allow you to generate standard reports on the list of applicants shown with the Inc(lude) column ticked. As well as unticking this checkbox, the list can be filtered by clicking on the filter Filter Button button on the navigator panel at the bottom left hand side of the panel. See How do I filter properties? for an example of this.

 

Columns can be sorted on ascending or descending by clicking the column heading.

 

The items shown in the Status column are configurable by your system administrator.

 

Notepin This grid has the ability of being grouped by columns. See How do I use grid column grouping and filtering? for further information.

 

Reports Panel Reports Panel

 

Reports Panel

Standard Reports are displayed by default. Clicking on either of the other buttons will display the list of reports available in that area.

 

Standard and Whole Database Reports are internal and cannot be changed other than the customisation options available to your system administrator regarding colours used.

Standard Reports Standard Reports

 

Individual reports can be generated by clicking on them. The reports will only include those applicants listed with a tick in the Inc(lude) column. Reports will be generated in the sort order of the screen. They will initially be opened for viewing and can then be printed if so required. All reports can also be emailed.

 

Standard Reports

Applicant List details the applicants name & address, branch, negotiator, registration date, maximum price they can afford and their status.

File Cards prints a file card of the applicants details.

Address Labels: Each page contains up to 21 Names and addresses, suitable for printing on A4 63x38mm 21 per page address labels, such as Avery J8160 or Viking VIJL21.

 

 

Custom Reports Custom Reports

 

Custom Reports

Individual reports can be generated by clicking on them. Custom reports are those reports created by yourselves or by us for you (charges apply). These reports can consist of anything that is in the Estate Agent Pro database. In order that the system knows that reports are specific to applicants they must be in a sub folder called Applicants. The reports and folders are defined by your system administrator.

 

The reports will only include those applicants listed with a tick in the Inc(lude) column. Reports will be generated in the sort order of the screen. They will initially be opened for viewing and can then be printed if so required. All reports can also be emailed.

 

 

Whole Database Reports Whole Database Reports

 

Individual reports can be generated by clicking on them. These reports have nothing to do with the list of applicants displayed. They will initially be opened for viewing and can then be printed if so required. All reports can also be emailed.

Whole Database Reports

Mortgage Referral lists all applicants who have been referred to a mortgage Advisor. By default the to/from dates are for the previous rolling month. The report gives details of the date referred, client name and address, negotiators initials, initials of person who made the referral, whether a mortgage is required and if client has spoken to the mortgage advisor. The report also displays the individual clients contact details. See the Mortgage Referral Report for more information.

Response Monitoring produces a dynamic pie chart detailing where your business came from. See the Response Monitoring Report for more information.

 

Ribbon Bar Ribbon Bar

 

Ribbon Bar

 

The ribbon bar consists of the following buttons:

 

Include/Exclude Archived Button

Includes/excludes archived applicants from the list.

Property Match Button

Matches properties against the current list of Inc(luded) applicants that have not matched against it before. Once the matching is complete the Applicant/Property Matching Screen will be displayed where you can choose to communicate the results of the matching process to the applicants by text, email or letter.

 

Notepin This could take a long time if the list of applicants is large!

Bulk Communications Button

Opens the Communications Screen where you can send bulk mailings of predefined letters to the Inc(luded) list of applicants by either text, email or post. All letters sent are saved for the respective applicant and can be viewed in the Customer Communications Screen.

 

Information on the other tabs on the report generator screen is available here:

 

Properties Search Tab

Report Defaults Tab