Listing Reports can be created from a Search or from a Tag folder containing grouped listings.
When to Use a Listing Report
Listing Reports are useful when you want to quickly share or review a group of listings.
Common use cases include:
Sending a short list of properties to a client.
Sharing comparable listings during a client discussion.
Reviewing listings internally with your team.
Providing a clean summary of properties without a full CMA.
Step 1: Create a Listing Report
You can begin a Listing Report from Search or Tags, depending on how you selected your listings.
Option 1: Start from Search
Use this option when selecting listings directly from search results.
Steps
Go to the Search page.
Select the checkboxes next to the listings you want to include.
In the footer action bar, click Create Report.
Select Listing Report.
The report editor will open with the selected listings included.
Option 2: Start from Tags
Use this option if listings have already been grouped into a tag folder.
Steps
Go to the Tags page.
Open the tag that contains your listings.
Click Create Report.
Select Listing Report.
By default, all listings in the tag are included.
If needed, you can remove or reorder listings after the report editor opens.
Step 2: Customize the Listing Report
After selecting Listing Report, configure how the report will appear.
Add a Report Title and Subtitle (Optional)
Enter a title and subtitle that will appear at the top of the report.
Configure Listing Links
Choose how listing links open when recipients click them:
Open in Perchwell
Open externally with your branding
Select Display Fields
Choose which listing information appears in the report, such as:
Listing agent information
Your contact information
Exact address
Days on Market (DOM)
Open house information
List date
Cross streets
Neighborhood
Large map
💡 Selecting Include Exact Address allows recipients to open the client-facing Listing Detail Page directly from the report.
Unit numbers will be included when applicable.
Choose Page Orientation
Select how the report should display:
Portrait
Landscape
Reorder or Remove Listings
You can adjust the listings included in the report.
Drag and drop listings to change their order.
Click the X to remove a listing.
When finished, click Next.
Step 3: Share the Listing Report
After finalizing the report settings, choose how you want to distribute it.
Email the Report
Steps
Select Email.
Enter the recipient’s email address.
Edit the subject line if needed.
Review and update the message body.
Click Email Report.
Both you and the recipient will receive a copy.
Download the Report
Steps
Select Download.
A PDF will be generated.
Save the file to your device.
Print the Report
Steps
Select Print.
Your browser’s print dialog will open.
Choose your printer and settings.
Click Print.
Tips
To edit the listings in your report, click Previous to return to earlier steps.
To add additional listings, you will need to create a new report.
Reports are saved in your Report Library for future access.
To find a report, click your profile icon, select Report Library, and search using the recipient’s email address.