Generating Reports
Generating Reports
How to Generate Various Reports in PropSpace:
Prerequisites:
- Required role: Any Role can access the Report. Manager/Admin/Agent
- Note: Only the 'Manager' access can access the Agent Leaderboard
If you do not see these options, contact your account administrator.
Accessing the Reports Module:
Navigate to the 'Reports' section from the main menu.
Select the type of report you wish to generate (e.g., Leads Report, Sales Performance, Listings Report).
Creating a Custom Report:
In the 'Reports' section, choose 'Create Custom Report'.
Select the data fields you want to include in the report.
Set filters to specify the data range, status, or other parameters relevant to your needs.
Generate the report and view it on-screen, or download it in your preferred format (e.g., PDF, Excel).
Managers can access the Leaderboard, while Admins and Agents cannot. All other report tabs are accessible to all three user roles.
Why This Matters: Generating detailed reports allows management and team members to track performance metrics, understand market trends, and assess operational efficiency. Reports provide a basis for strategic decision-making and help in pinpointing areas for improvement.
Related Articles
Analysing Lead and Listing Data
Analysing Lead and Listing Data How to Use Analytics for Lead and Listing Management: Lead Analytics: Go to 'Analytics' and select Reports and then 'Lead Reports'. Review filters such as lead sources, conversion rates, and agent performance. Use ...Generating Reports
Generating Reports Access Report Features: Navigate to the "Reports" section from the main menu. Why? Accessing the reports feature allows you to gather comprehensive data on various aspects of property management, which is essential for making ...Workbook Summary for PropSpace Training and Help
Workbook Summary for PropSpace Training and Help 1. Introduction to PropSpace Overview of the platform’s capabilities and benefits. Key Features including lead and listing management, automation, and analytics. Navigating the user interface and ...Advanced Listing Features
Advanced Listing Features How to Utilise Advanced Features like Board View and Cross-Sell Partners in Listing Management: Using Board View for Listings: Access the 'Listings' section and switch to 'Board View'. Organise listings by different stages ...Key Features and Benefits
Key Features and Benefits Lead Management: Enables users to track and nurture leads systematically through automated processes. Listing Management: Facilitates management of property listings, from uploading to updates, and broad promotions across ...