How do I create a report?

Reports let you package selected listings into a customizable format to share with clients or colleagues. You can include a title, description, display preferences, and optional contact tracking. Once saved, your report can be downloaded, viewed on a map, or shared directly.

You need to be logged into Associate to create reports.

There are two main ways to create a new report: selecting listings on the Map Search, or selecting listings under My Listings or All Listings on the Admin portal.

If you're on the Admin portal, select a single or multiple listings, and you can click on the Create button and then click Create Report.

If you are on the Map Search, you would check the box next to a listing and then click on the Reports dropdown and select Create From Selection.

You'll go to the Create Report page where you can enter a name, description, and select some additional options.

By default, the report display options will not include original attachments, or the original brokers on listings. This is to make sure that your client doesn't see any names except yours. You can check the boxes if you'd rather include the original attachments and brokers.

Adding a contact to a report is optional, and does not automatically email them, but you'll have the option to enable them to receive updates when you update the report.

After you save and create your report, you'll be taken to the main report page:

Create PDF will let you quickly generate PDF reports of your report.

View Map will pull up an interactive map view displaying only the listings in your report.

Download CSV will let you download a spreadsheet with all of the data from your report's listings.

Report Activity will let you see any views, and other activity that happens on your report.

The Share menu on the right hand side makes it easy to create an email with your report that you can send. Or you can just copy the link, and share that with someone directly.