When to Use a Detailed Report
Detailed Reports are useful when you need to share complete listing information, including all available photos and extended property details.
Common use cases include:
Providing clients with a full property overview.
Preparing documentation for showings or property reviews.
Sharing detailed listing information with agents or colleagues.
Printing a comprehensive listing packet.
Step 1: Create a Detailed Report
You can create a Detailed Report from Search, Tags, or a Listing Detail Page, depending on how you selected the 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 Detailed Report.
The report editor will open with the selected listings included.
Option 2: Start from a Listing Detail Page
Use this option when creating a report for a specific listing.
Steps
Open a listing from Search or Universal Search.
Open the actions panel on the right:
Hover to reveal it, or
Click the three-dot menu in the top right.
Click Add to Report.
Select Detailed Report.
The report editor will open with that listing included.
Option 3: 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 Detailed Report.
By default, all listings in the tag are included.
You can remove or reorder listings after the report editor opens.
Step 2: Customize the Detailed Report
After selecting Detailed Report, configure how the listings will appear in 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 information appears in the report, such as:
Your contact information
Exact address
Days on Market (DOM)
Open house information
List date
Cross streets
Neighborhood
Internal information
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.
Reorder or Remove Listings
You can adjust the listings included in the report.
Drag and drop listings to change the order.
Click the X to remove a listing.
When finished, click Next.
Step 3: Share the Detailed Report
After finalizing the report settings, choose how to distribute the report.
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.
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
Detailed Reports include expanded listing information and all available photos.
Reports can be downloaded, printed, or emailed once generated.
To edit 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.