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Viewings Report

How to report on viewings

Elliot Palmer avatar
Written by Elliot Palmer
Updated over 4 months ago

To get started head to Reporting (left side panel at the bottom) and look for the Viewings section. This has two reports, Viewings Overview which shows data on your viewings in graphs and Viewings DataTable which shows the data in a table format.

Both reports can be filtered by the branch the property is assigned to, whether the viewing was sales or lettings and the date.

Viewings Overview

The Viewings Overview report shows a breakdown of data, showing the number of viewings booked, completed, cancelled and no shows in the timeframe selected, as well as graphs to visualise the data.

On any of the graphs you can click 'view data' which will essentially open the Viewings DataTable report.

Viewings DataTable

The Viewings DataTable shows a breakdown of data in table format, again based on the filters selected. From here you can click on the property address to navigate to the property page.

You can also click 'view charts' to switch back to the Viewings Overview report.

If you have the permission to export data enabled, you will also see the 'export' button, allowing you to export the table into a CSV file.

For help with other types of reports available, see our Reporting help centre collection.

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