Introduction
You can export all the information related to a listing onto an Excel spreadsheet.
Select a Report
From the Search page, you can select the listings you want in the report.
A pop-up window will appear at the bottom of the webpage.
Click on ‘Create a Report’
Select ‘Export to Excel’
Customize Report
Drag and Drop to Rearrange the listings in your desired order. Select NEXT
Select where links should open.
Open Links in Perchwell - the client must log into Perchwell
Open Links Externally with your Branding - Links will open outside of Perchwell with your Brokerage’s Branding.
Select the information you want to be included in your Listing Report
There are Optional Fields. You have the option to SELECT ALL or DESELECT ALL.
Generate Report
You can share the report via email, print, or download.
For Emails
Email addresses - Add one or more emails to the clients whom you want to receive the report
Email Subject - Subject Line for the email ( Both you and your client will receive a copy of the report)
Message - We already populate a message for the email. However, this can be modified. (You can also create Base Template messages that can be shared amongst your entire Brokerage)
Need More Help?
For further assistance with exporting to Excel, our support team is always available to assist. You can reach out by selecting the chat box in the bottom left-hand corner or emailing us at support@perchwell.com.