In this article:
You will learn how to create a Show Sheet from Search, a Listing Detail Page, or Tags, customize what it includes, and share it by Email, Download, or Print.
When to use a Show Sheet
Use a Show Sheet when you need a presentation-ready summary of a property.
Prep materials for a buyer showing
Share property details during a client consultation
Print a property summary for an in-person meeting
Show Sheet creation
Choose the starting point that matches how you selected your listings.
Start from Search
Use this option when you want to include one or more 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 Show Sheet
Start from Listing Detail Page
Use this option when you are creating a Show Sheet for one 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 Show Sheet
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 Show Sheet
By default, the Show Sheet includes all listings in the tag. Reorder listings or remove listings after the report editor opens.
Show Sheet customization
After you select Show Sheet, 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 on the Show Sheet.
Include exact address
Include Days on Market (DOM)
Include open house information
Include list date
Include transit information
Include map
Include floor plan
Include status
Include neighborhood
Include cross streets
Select which contact information appears
Choose the contact details that show on the report.
Select Listing agent information
Select Your contact information
Select None
Choose the page orientation
Select how the report is formatted.
Select Portrait
Select Landscape
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.
Show Sheet sharing
After you review your Show Sheet, choose how you want to distribute it.
After finalizing the report, choose how to distribute it.
Email the Report
Steps:
Select Email
Enter the recipient’s email address
Update the subject line
Review the message body and make edits as needed
Click Email Report
You and the recipient both receive a copy.
Download the Report
Steps:
Select Download
Wait for the PDF to generate
Save the file to your device
Print the Report
Steps:
Select Print
In your browser’s print dialog, choose your printer and settings
Click Print
Tips
Show Sheets work well for single-property presentations and detailed property reviews.
Include multiple listings when you start from Search or Tags.
Find saved reports in your Report Library.
Search for a report using the recipient’s email address.
Connect with our Support Team:
✉️ Email: support@perchwell.com
💬 Chat: Navigate to chat icon the bottom of the page to get in contact with our support team.