In this article:
You will learn how to generate a Detailed Report, customize what it includes, and share it by Email, Download, or Print.
When to use a Detailed Report
Use a Detailed Report when you need a complete listing packet with full details and all available photos.
Share a full property overview with a client
Prep materials for showings or a property review
Send detailed listing information to an agent or colleague
Print a comprehensive listing packet
Detailed Report creation
Choose the starting point that matches how you selected your listings.
Start from Search
Use this option when you are selecting multiple listings from your search results.
Steps:
Open Search
Select the checkboxes next to the listings you want to include
In the footer action bar, click Create Report
Select Detailed Report
Start from Listing Detail Page
Use this option when you want a report for one specific listing.
Steps:
Open a listing from Search or Universal Search
Open the actions panel on the right
Hover near the right edge of the page, or
Click the three-dot menu in the top right
Click Add to Report
Select Detailed Report
Start from Tags
Use this option when your listings are already grouped in a tag.
Steps:
Open Tags
Open the tag that contains your listings
Click Create Report
Select Detailed Report
By default, the report includes all listings in the tag. Reorder listings or remove listings after the report editor opens.
Detailed Report customization
After you select Detailed Report, review the report settings and choose what recipients will see.
Choose how listing links open
Set what happens when someone clicks a listing link in the report.
Select Open in Perchwell
Select Open externally with your branding
Select the fields to display
Choose which listing details appear in the report:
Include your contact information
Include the exact address
Include Days on Market (DOM)
Include open house information
Include list date
Include cross streets
Include neighborhood
Include internal information
Include a large map
Unit numbers will be included when applicable.
đĄ Click Include Exact Address to let recipients open the client-facing Listing Detail Page directly from the report.
Reorder or remove listings
Adjust the listings included in the report before you share it.
Drag and drop listings to reorder them
Click the X to remove a listing
When finished, click Next.
Detailed Report sharing
After you review your settings, choose how you want to distribute the report.
Send the report directly to an email address.
Steps:
Select Email
Enter the recipientâs email address
Update the subject line
Review the message body and make edits as needed
Click Email Report
Download
Generate a PDF you can save or share.
Steps:
Select Download
Wait for the PDF to generate
Save the file to your device
Print a paper copy or save as a PDF from your browser.
Steps:
Select Print
In your browserâs print dialog, choose your printer and settings
Click Print
Tips
Click Previous to return to earlier steps and adjust settings.
Add more listings by creating a new report.
Find saved reports in your Report Library.
Search for a report using the recipientâs email address.
Connect with our Support Team:
âď¸ Email: support@perchwell.com
đŹ Chat: Navigate to chat icon the bottom of the page to get in contact with our support team.