property reports · personal profile. if you need to change any of your details, go to the ‘work...

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Property Reports You can create a property report on a single property or multiple properties from a number of different pages in RPNZ. Getting started Click on the icon of the report you want to create from the ‘Activities’ panel on the RPNZ homepage dashboard. Some of these reports can also be accessed from the ‘Multi Property Activities’ toolbar on the advanced search page. Which report appears is dependent on which (advanced) search results tab you are on. For example, when you’re on the property tab you’ll see the ‘Property List Report’ and when you are on the ‘Sales History’ tab you will see the ‘Sales History Report’. Creating your report Once you have selected the report you want to create, click on the report icon and follow the simple step by step instructions at the top of the page. There is a similar process for each of the different reports.

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Page 1: Property Reports · personal profile. If you need to change any of your details, go to the ‘Work Details’ menu located under ‘Admin’ in the top navigation. Hiding and moving

Property Reports

You can create a property report on a single property or multiple properties from a number of different

pages in RPNZ.

Getting started

Click on the icon of the report

you want to create from the

‘Activities’ panel on the RPNZ

homepage dashboard.

Some of these reports can also

be accessed from the ‘Multi

Property Activities’ toolbar on

the advanced search page.

Which report appears is

dependent on which

(advanced) search results tab

you are on.

For example, when you’re on

the property tab you’ll see the

‘Property List Report’ and

when you are on the ‘Sales

History’ tab you will see the

‘Sales History Report’.

Creating your report

Once you have selected the

report you want to create,

click on the report icon and

follow the simple step by step

instructions at the top of the

page. There is a similar

process for each of the

different reports.

Page 2: Property Reports · personal profile. If you need to change any of your details, go to the ‘Work Details’ menu located under ‘Admin’ in the top navigation. Hiding and moving

Searching and refining Search for a property or

properties using the one line

address search at the top of

the page.

Use the ‘Refine Search’ tab on

the left hand side to quickly

reduce your list of properties

to the ones that exactly match

your comparable criteria.

Simply tick the boxes next to

the property you want to

include in your report or

“Select All”.

You can view the properties

that you’ve selected by

clicking the ‘Selected’ button

at the top of the search results

list. Add any additional

properties by clicking ‘View

All’.

Once you’re happy with the

properties that you’ve

selected click ‘Next Step’ or

‘Preview’ at the top of the

page.

Page 3: Property Reports · personal profile. If you need to change any of your details, go to the ‘Work Details’ menu located under ‘Admin’ in the top navigation. Hiding and moving

Previewing

You can preview and customise your report to suit your needs.

Note: Branding has been

automatically applied to your

report. The information used,

and the report template, have

been referenced from your

personal profile. If you need to

change any of your details, go

to the ‘Work Details’ menu

located under ‘Admin’ in the

top navigation.

Hiding and moving sections

You can hide entire sections of

your report simply by hovering

over the section header in the

left hand column and clicking

‘Hide’. You can also change

the order of the pages by

clicking the section header

and dragging it to a new

position.

Page 4: Property Reports · personal profile. If you need to change any of your details, go to the ‘Work Details’ menu located under ‘Admin’ in the top navigation. Hiding and moving

Editing each section of your report

Every section in your report

can be edited. This is where

you can decide what

information you want to

include on each page as well

as what information you

would like to remove.

You can also apply personal

comments to the cover page.

Simply click the ‘Edit’ in the

top right of each panel.

Exporting your report

When you have finished

personalising your report, click

the ‘Generate PDF’ button.