In this article:
You will learn how to generate a Full Report for one listing or multiple listings, choose the Client Version or Agent Version, and print or save the report as a PDF.
When to use a Full Report
Use a Full Report when you need a complete property summary.
Share detailed listing information with a client
Prep materials for showings or listing presentations
Send a full property packet to an agent or colleague
Print property documentation for an in-person meeting
Full Report creation on the Listing Detail Page
Use this option when you need a Full Report for one listing.
Steps:
Open a listing from Search, or find it using Universal Search
On the Listing Detail Page, click the three-dot menu (⋯)
Select Full Report
Choose a report type
Select Client Version to include your contact information and space for client notes
Select Agent Version to include agent-only information like showing instructions
Click Create
The report opens in a print preview window.
Print the report
Save the report as a PDF
Full Report creation on the Search page
Use this option when you need a Full Report for multiple listings.
Steps:
Open Search
Select the checkboxes next to the listings you want to include
In the footer action bar, click Create Report
Select Full Report
Choose a Report Type
Select Client version
Select Agent version
Click Next
Tips
Click Previous to adjust the listings in your report.
Add more listings by creating a new report.
Connect with our Support Team:
✉️ Email: support@perchwell.com
💬 Chat: Navigate to chat icon the bottom of the page to get in contact with our support team.