Start a Detailed Report
You can begin a Detailed Report from Search, Tags, or a listing details page.
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 Detailed Report
Option 2: Create from a Listing Details Page
Locate the property using Universal Search or by clicking it from your Search results
View the listing
Open the actions panel on the right (hover to reveal or click the three-dot menu at the top right)
Click Add to Report
Select Detailed Report
Option 3: 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 Detailed Report
💡 When creating a Detailed 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 Detailed Report
After selecting Detailed Report, choose how the report appears and what information it includes.
Configure Link Behavior- Choose how listing links open:
Open in Perchwell (clients must log in)
Open externally with your branding
Select Display Information- Check or uncheck the fields you want included:
Your contact information
Exact address
Days on Market (DOM)
Open house
List date
Cross streets
Neighborhood
Internal information
Large map
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 Detailed 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 "Sharing a Report", you can leave it as-is or replace it
Review the message body
Edit 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
Detailed Reports can start from Search, Tags, or a listing details page
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
Detailed Reports are ideal for in-depth property review