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