Report Views Preferences

Report Views allows you to customize your spreadsheets and any reports that can be edited without using the full report editor. These reports are referred to as being able to edit “on the fly”. For more details view the Reports – Edit on the Fly guide.

When altering these spreadsheets/reports, the changes made will remain until you choose to Revert to Default. Reverting to default will result in the original settings being applied.

Open and Navigate Report Views

Step 1 - Click Preferences, then Reports. 

Step 2 - The preferences tab will open to the first preference page in Report Views, Spreadsheet.

Step 3 - To go to a different preference page, click on the name in the vertical menu on the left. For example, click Details to view reports that are available to be “edited on the fly”.

Spreadsheet

There are six pre-customized spreadsheets and eight additional spreadsheets you can customize. You can customize all the spreadsheets to meet your business needs. Each spreadsheet can be customized to each class.

Step 1 - Click Preferences, then Reports. 

Step 2 - Click on a spreadsheet name.

Step 3 -  The Field Preferences window will open.

A - Search: Type the name of the field you are looking to add.

B - Class: Select the class (Multi Class, Residential, Rural, Mobile and Commercial) you want to customize.

C - Group: Select the group of fields you want to add fields from.

• Listing: lists all fields excluding the fields from the below groups.
• Agent: lists the listing agent, buying agent and my agent info fields
• Office: lists the listing firm, buying firm and my office info fields
• Features: lists the values within Feature Categories. For example, you can add the value Walkout from Amenities/Features instead of adding the entire field.
• Feature Categories: lists the fields that are considered as Feature (Multi-Select). For example, if you want to add the field Parking to the spreadsheet change the group to Feature Categories.

D - Name: Rename your report.

E - Save: Click Save once you are done customizing.

F - Available: The left column of fields are the available fields you can add.

G - Editing Tools: The editing tools in the middle of the tool allow you to add, remove or position the fields higher or lower in the section.

H - Selected: The right column of fields are the fields that will display on the report.

I - Short Lbl: Select the checkmark box to display a shortened version of the field label. The shortened version is displayed in the Code column.

J - Short Val: Select the checkmark box to use the short description of the value instead of the full description. This is handy if you are low on space.

K - Sort: Click Sort Select your sort to three levels and click Save in the top right of the popup window.

L - Revert to Default: Clicking Revert to Default will revert the spreadsheet to the original fields.

When you have finished customizing the fields, click E - Save.

Repeat Step 2 and 3 for each class.

Details

Here you will find your Detail Views. View names in blue are reports that can be edited without using the full report editor. These reports are referred to as being able to edit “on the fly”. For more details view the Reports – Edit on the Fly guide.

A - View Name: Name of the reports. Report names in blue can be edited “on the fly”.

B - Emailable: Report can be sent in an email. If emailable for a report is ‘No’, it will not be in the available list.

C - Available for Default: Report can be set as your default view.

D - Owner: Displays who created the report.

E - Header: Allows you to change the header if available.

F - Footer: Allows you to change the footer if available.

See above for the remaining Report View preferences
(Multi-Ups, CMA, Tour/Open House and Specialty Views)