Starting a Listing Report
You can begin a Listing Report from Search or Tags.
Option 1: Create from Search
On the Search page, check the selection boxes on the listings you want to include
A footer menu will appear at the bottom
Click Create Report
Select Listing Report
Option 2: Create from Tags
Go to the Tags page
Click the bar that says “Click to view and filter tags”
Open the tag containing the listings you want to use
Click Create Report
Select Listing Report
💡 When creating a Listing Report from a tag folder, all listings in that tag are included by default. You can remove unwanted listings after the report opens and reorder them before generating the final version.
Customize Your Listing Report
After selecting Listing Report, choose how the report will appear and what information it includes.
Add a Label + Subtitle (Optional)- Enter a report label and/or subtitle. These appear at the top of the PDF.
Configure Link Behavior- Choose how listing links open:
Open in Perchwell (clients must log in)
Open externally with your branding
Select Display Information- Choose which details appear in the report:
Listing agent information
Your contact information
Exact address
Days on Market (DOM)
Open house
List date
Cross streets
Neighborhood
Large map
Choose Report Layout- Select Landscape or Portrait
Reorder or Remove Listings- Drag and drop listings to adjust their order, or click the X to Remove any listings you don’t want included. When finished, click Next to continue.
Share the Listing Report
Once finalized, choose how to share the report.
Option 1: Email the Report
Click Email and enter recipient email address(es)
Add an Email Subject line
The default subject is "Listing Report" — you can leave it as-is or delete and replace it with a custom title.
Review the message body
Edit the text if needed to add context for your client.
Click Email Report to send.
Option 2: Print the Report
In the report modal, select the Print option.
Your browser’s print dialog will open.
Choose your printer and any print settings.
Click Print to produce a hard copy for your appointment or file.
Option 3: Download the Report
In the report modal, select the Download option.
A PDF of the report will be generated.
Save the file to your computer or device for your records or manual sharing.
Things to Know
Listing Reports can start from Search or Tags
Listings can be removed and reordered before generating the report
Fields are controlled using checkboxes
When emailed, both the agent and recipient receive a copy
Listing Reports are commonly used for client summaries and property overviews.