General Reports


 

General Reports

Advertising Report Displays a list of marketing expenditures, corresponding property, supplier, supplier item, total cost and total expenses allocated to vendor, agent, office and unallocated. This report can be searched by related staff and date range and can be filtered by supplier and supplier items.
Appraisal/Listing Source Comparison report of where the appraisals/listings came from and how they found out about the office.
Buyer/Tenant Enquiry Source Comparison report of where the contacts came from and how they found out about the office.
Email Report Master Users can view the number of emails, e-newsletters or auto emails sent in a certain time frame. The report also provides a detailed list provided sent date, sender, email subject and the number of emails sent as well as email statistics. Email statistics list the email recipients, when each recipient opened the email, links clicked and emails bounced. Staff can view reports on their emails and e-newsletters sent. Only Master users can see the email analytics for ALL users and Admin users can see emails they have created and sent.
Key Register Report A summary of all properties that the office holds a key for and the corresponding key number.
Listing Activity Report Displays a list of properties with the total number of people who viewed the property online, sent an enquiry, attended an inspection, attended a repeat inspection, taken a contract or put an offer on the property within a specified date range.
Marketing Funds Summary Displays a marketing funds summary per property, listing approved budget, fund received, total expenses allocated to vendor, agent and office and resulting balance.
Open Inspection Statistics

This report provides the total number of open inspections held & attendees recorded in a date range by Listing.
In addition to the total figures, the report also provides the breakdown of total open inspections held & attendees recorded on weekdays vs weekends with the open to filter by For Sale / For Lease, Listing Status & Agents.

Print/Download History

This report shows a history of each users print and download actions performed within Agentbox. Master users have the ability to download a copy of what was printed/downloaded. 

SMS Credit Purchases

This report provides a summary of SMS credits purchased.

SMS Credits Consumed

This reports allows master users to view the total number of SMS credits consumed in a date period. The report can be filtered by office, staff member or team.

SMS History Number of SMS sent by each staff member, with a detailed overview including date, sender, SMS subject and number of SMS sent.
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