Vendor/Landlord Activity Report

*Note: either a landlord or vendor needs to be attached to the property in the Agents & Contacts tab to generate a Feedback Report.

2. Click Inspection & Feedback or Prospective Buyers on the left property card panel and click the Activity Report button

*Note: if you can't see the matching left property panel, click Full View on the top right-hand corner of the property card.

3. Your Vendor/Landlord Report will appear on the screen for editing.

*Note: The report will automatically populate data where applicable e.g. property photos, inspection feedback. If you would like to copy manually entered data from a previously created report for this listing, click the View Previous Reports icon in the top right-hand corner and select Clone Activity Report (this is for previous reports sent via email only). Your vendor report may have a different layout.

Edit Sections

Property Photo: 

Click the Property Photo to select a different image, click Save to insert. 

Presented By, Presented To

• Click inside the red dotted lines of the Activity Report to open the section editor. Scroll down to the Details Display section to edit who the report is Presented to and Presented By and click Save.  

*Note: The receiver must be attached as a related contact in the Agents and Contacts Tab of the listing. Only one Agent with Photo Supported, for multiple agents, select 'other' and manually enter Agents names (no photo will be available with this option).

Report Title, Address and Period

• To change the report title from the default (Activity Report), click inside the red dotted lines to open the section editor. Edit the Title field and click Save. 
• The property address will be populated from the listing card.
• To change the Period, click inside the red dotted lines of the Activity Report to open the section editor. Scroll down to the Details Display section and edit the Period From, Period To date fields. 

Campaign Overview

• To change the section title from the default (Campaign Overview), click inside the red dotted lines to open the section editor. Edit the Statistics Title field and click Save. 
• To delete the section title, click inside the red dotted lines to open the section editor. Completely remove the text e.g. Campaign Overview from the Statistics Title field and click Save. 
• To Add/Edit/Delete the statistics icons, click inside the red dotted lines to open the section editor. Add text to create an icon, edit text or delete text to delete icon, then click Save. 

*Note: The fields here will automatically populate based on the information you have added against your listing e.g. Open homes, enquiries etc.

• Open Homes.
• Viewed by Appointment.
• Enquiries.
• Days on Market.
• Advertised Price.
• Internet Statistics (Max 4 lines, a separate section to expand on marketing can be added to page 2 of the report) *
• Marketing Snapshot.
• Contracts Issued.
• Offers.

* Please click here to learn more about Internet Statistics 

Campaign Overview, Free Text.

Below the Statistics, you can add a Title and Free Text section e.g. Intro. 

• To add these in, click inside the red dotted lines to open the section editor. Add the Intro Title and Intro Comments and click Save. 
• To delete the title and comments, click inside the red dotted lines to open the section editor. Completely remove the texts in the Intro Title and Intro Comments fields and click Save. 

Marketing Overview

Below the intro, you can add a 'Title' and 'Free Text' section e.g. Marketing Overview to expand on the max 4 line summary outlined below the statistics icon.

• To add these in, click inside the red dotted lines to open the section editor. Add the Marketing Title and Marketing Comments and click Save. 
• To delete the title and comments, click inside the red dotted lines to open the section editor. Completely remove the texts in the Marketing Title and Marketing Comments fields and click Save. 

Inspection Overview

Below the Marketing Overview, you can add any 'Positive Comments and Concerns' as free text fields. These will appear under the title 'Inspection Overview', which isn't editable.

• To add these in, click inside the red dotted lines to open the section editor. Add the Positive Comments and Concerns and click Save. 
• To delete the title and comments, click inside the red dotted lines to open the section editor. Completely remove the texts in the Positive Comments and Concerns fields and click Save. 

Price Feedback, Interest Levels, Enquiry Source Charts

These charts will only populate if price feedback, interest levels, and enquiry source data has been logged when adding your enquiries and inspections to a listing. 

• To edit this data, return to the listing and click on Prospective Buyers on the left panel, then click Contacts/Follow Up and add/edit/delete as required. 
• If no data is present e.g. no enquiry sources added, then the chart will not appear.
• If you would like to hide a chart, click inside the red dotted lines of the Activity Report to open the section editor. Scroll down to the Details Display section and from the include checkboxes deselect from 'Enquiry Source Chart', 'Total Interest Levels Chart', and the 'Price Feedback chart' and click Save.  
• To remove 'Unknown' data where some contacts have not provided feedback, click inside the red dotted lines of the Activity Report to open the section editor. Scroll down to the Details Display section and from the Include checkboxes deselect N/A in price feedback & interest levels charts and click Save. 

Understanding the Price Feedback chart.

The price feedback chart consolidates all price feedback received during the campaign, comparing against the listing's search price to sort feedback into three categories: Below, Within and Above a specified percentage of the Search Price. The percentage used can be configured as a default of either 3%, 5%, 7% or 10% and also overridden per-report.

To configure this percentage click inside the red dotted lines of the Activity Report to open the section editor. Scroll down to the Details Display section and select the desired range from the Price Feedback % field and click Save. 

 
Example: For a listing with a Search Price of $500,000 and where the Price Feedback calculation is set to 5%, it will display the 3 options below:

The price feedback chart will display "Below $475,000"

The price feedback chart will display "Between $475,000 and $525,000"

The price feedback chart will  display "Above $525,000"

The number of contacts who have provided feedback in each price range is now also totalled and displayed on the doughnut chart in addition to the percentage.
 

Enquiries

In this section, we can see all enquiries logged against the listing.

• If no enquiries have been logged the section will not appear. This can be edited in the Viewers section of Inspection Feedback
• If you would like to hide the section, click inside the red dotted lines of the Activity Report section above to open the content editor. Scroll down to the Details Display section and from the Include, checkboxes deselect Enquiries section and click Save.  
• If you would like to edit an existing comment, click from the table to open, edit the comment and click Save. Please note, any changes made will overwrite the original comment not just for this vendor report. 
• If you would like to hide the enquiry/feedback it will not permanently delete this data it will only hide from this report. Click to edit a comment and select Display Enquiry - No and click Save.

Inspection Viewers

In this section, we can see all inspection feedback from open homes and private viewings logged against the listing. 

• If no inspection feedback has been logged, then the section will not appear. 
• If you would like to hide the section, click inside the red dotted lines of the Activity Report section above to open the content editor. Scroll down to the Details Display section and from the 'Include checkboxes', deselect Viewers section and click Save.  
• If you would like to edit an existing comment, click from the table to open, edit the comment and click Save. Please note, any changes made will overwrite the original comment not just for this Vendor Report. 
• If you would like to hide the feedback it will not permanently delete this data it will only hide from this report. Click to edit a comment and select Display Enquiry - No and click Save.
• Price feedback, interest levels, contract taken data can all be edited in the Viewers section of Inspection Feedback for the listing.

Ongoing Interest

In this section, we can see all enquiries and viewers who have been flagged with the tag 'Ongoing Interest'. This can be edited in the Viewers section of Inspection Feedback for the listing.

• If no Ongoing Interest has been flagged, then the section will not appear. 
• If you would like to hide the section, click inside the red dotted lines of the Activity Report section above to open the content editor. Scroll down to the Details Display section and from the 'Include checkboxes', deselect Ongoing Interest section and click Save.  

Offers

In this section, we can see all offers logged against a listing. These can be logged in the Offers and Contracts tab or in the Viewers section of Inspection Feedback for the listing.

• If no offer has been logged, then the section will not appear. 
• If you would like to hide the section, click inside the red dotted lines of the Activity Report section above to open the content editor. Scroll down to the Details Display section and from the 'Include Checkboxes', deselect Offers section and click Save.  

Activity Timeline

This section provides an overview of all listing activity in chronological order. 

*Note: For optimum results, when using the Activity Timeline we recommend hiding the individual enquiry, inspection and offer sections as this section combines all that data into an easy to read timeline.  
 

• Individual Note & Phone Call records logged against Prospective Buyers will appear alongside other activities such as enquiries, inspections & offers.
• Configuration options provide flexibility to display or hide the new Activity Timeline section and when enabled, additional options allow you to manage how activity is displayed:
  • Total Campaign [All Activity] - Displays all activity against all contacts, regardless of the period.
  • Total Campaign [Ongoing Interest Only] - Displays all activity against all contacts marked as having 'Ongoing Interest'.
  • Period Only [All Activity] - Displays all activity against all contacts, where at least one activity was within the reporting period.
  • Period Only [Activity within Period Only] - Displays only activity that was within the report period.
  • Click Save to insert and view your activity timeline.
• If you would like to hide the section, click inside the red dotted lines of the Activity Report section above to open the content editor. Scroll down to the Activity Timeline section and select none in the dropdown and click Save.  

Tasks Completed

In this section, we can see all completed tasks logged against a listing. 

• If no tasks have been added and completed, then the section will not appear. 
• If you would like to hide the section, click inside the red dotted lines of the Activity Report section above to open the content editor. Scroll down to the Details Display section and from the Include checkboxes deselect Tasks Completed section and click Save.  

Sending the Report

4. Now that your report is complete you can Preview or Save and Proceed to Print or Send via Email

*Note: If you choose to Print PDF without saving, a copy will not be stored against the listing. Please also select to save.

5. Click Save, to store a copy against the property which can be viewed under the View Previous Reports button at the top right-hand corner of the panel.