Listing / Property Reports
You are able to create reports for your listings in the ClientBAY system. These reports are great for communicating with your buyer as well as for you get quick information about your Listing.
To see the list of available reports that the system can create for you:
- Go to your Reports tab on your left hand side menu .
- Select the Listings option and this will open up your Listings Report Dashboard where you can see the different types of reports you can run as well as the description of what is included in that report.
- Choose the report that you would like to run by selecting it or by selecting the three dot Action button and selecting Run.
- On the Report Filter screen - give your Report a Name if that is needed.
- Next, you can enter in the report filters (things like your Date Range of when you want this information pulled from, listing address, etc.)
- Once you have your filters set, press the Run button.
- This will then populate the Listing Report for you to view or print.
To save a report, press the Save button on the Report Filters page. This will then populate that report and its saved filters under the Saved Reports tab along the top of the page.
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