Project Activity Report
The Project Activity Report Consolidates all activity across all listings attached to the project.
- Includes enquiries & inspections logged at the project level and the individual listing level
- Includes details of all offers & contracts logged against listings attached to the project
- Components Include: Listings Snapshot Chart / Table; Offers & Contract Chart; Enquiries & Inspections Chart (Group By: Day, Week, Month, Year); Enquiry Source Chart; Enquiries Table; Inspections Table; Offers & Contracts Table; Listings Overview Table; Tasks Completed
1. Search for your Project and open the Project
*Note: A vendor needs to be attached to the project in the Agents & Contacts tab to generate an Activity report.
2. Click Prospective Buyers/Tenants on the left project card panel
*Note - if you can't see the matching left project panel, click ‘Full View’ on the top right hand corner of the project card.
2. Click the Activity Report button
3. Your Project Report will appear on screen
4. Click the Main Photo to select a different image
5. Click the Listings Snapshot area to add/edit statistics, refine the display details and add comments
The report functions in much the same way as the Listing Activity Report however it does the following:
1. Consolidates all activity across all listings attached to the project
2. Includes enquiries & inspections logged at the project level and the individual listing level
3. Includes details of all offers & contracts logged against listings attached to the project
4. Is highly flexible with the sections that are shown with various display options
The sections (each of the following can be hidden or displayed with options)
● Listings Snapshot Chart / Table
o None
o Chart Only: shows the count of listings in each status attached to the project
o Chart + Value Table: also includes a data table with dollar values of the listings in each status
● Offers & Contract Chart
o None
o Current Status: shows the count of all offers & contracts currently in each status
o Period Only: shows the count of all offers & contracts which moved into their current status in the selected period
● Enquiries & Inspections Chart (Group By: Day, Week, Month, Year)
o None
o Total Campaign: shows the trend of enquiries & inspections over the course of the entire campaign
o Period Only: shows the trend of enquiries & inspections over the course of the selected period
o Note: the campaign is considered to have started from the date that the project status was set to pre-marketing or available. When grouping by "Week", "Week 1" is the week the campaign started even when showing ‘period only’.
● Enquiry Source Chart
o None
o Total Campaign: shows the % of all enquiry (regardless of current status) which originated from each source during the entire campaign.
o Period Only: shows the % of all enquiry (regardless of current status) which originated from each source during the selected period.
● Enquiries Table
o None
o Total Campaign: shows all enquiries logged throughout the campaign
o Period Only: shows all enquiries logged throughout the selected period
● Inspections Table
o None
o Total Campaign: shows all inspections logged throughout the campaign
o Period Only: shows all inspections logged throughout the selected period
● Offers & Contracts Table
o None
o Current Status: shows all offers & contracts currently in each status
o Period Only: shows all offers & contracts which moved into their current status in the selected period
● Listings Overview Table
o None
o Current Status: shows the status of each listing attached to the project
● Tasks Completed
o None
o Total Campaign: shows all completed tasks logged against the project/listings
o Period Only: shows all completed tasks logged against the project/listings in the selected period
7. Buyer Feedback, Logged Enquiries, Offers Made and Contract Requests from ALL related project listings will be displayed in the report - This can be edited in each listing by going to the Viewers section of Buyer Feedback
8. Preview or Save and Proceed to Print or Send via Email
9. 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.
