Listing / Property Reports

Listing / Property Reports

๐Ÿ“ˆ Master Your Listing Reports in ClientBAY

Communication is key! In ClientBAY, you can generate professional reports to keep your sellers informed or to gain quick, high-level insights into your active listings. ๐Ÿš€

๐Ÿ” How to Browse Available Reports

  1. Open the Reports Tab: Locate and click on the Reports tab in your left-hand navigation menu. 

  2. Access Listing Reports: Select the Listings option. This will take you to your Listings Report Dashboard.

  3. Explore Your Options: Here, youโ€™ll see a list of available report types along with a brief description of whatโ€™s included in each.

๐Ÿš€ How to Run a New Report

Once youโ€™ve chosen the right report for your needs, follow these steps:

  1. Initiate the Report: Click on the report name directly, or select the three-dot action button (โ‹ฎ) and click Run.

  2. Name Your Report: On the Report Filter screen, give your report a custom name (e.g., "123 Main St - Monthly Activity"). 

  3. Apply Your Filters: Set your specific criteria, such as:

    • ๐Ÿ“… Date Range: Choose the timeframe you want to analyze.

    • ๐Ÿ  Listing Address: Select the specific property for the report.

  4. Generate: Once your filters are set, press the Run button.

  5. View & Print: Your report will populate instantly, ready for you to review or print for your next client meeting! 

๐Ÿ’พ Saving Your Favorite Reports

If you find yourself running the same report frequently, save time by using the Save feature:

  • To Save: On the Report Filters page, simply press the Save button before or after running the report.

  • To Access: All your custom-filtered reports will now live under the Saved Reports tab at the top of the page for one-click access in the future! 

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