The Listing Service Reports Setup Tab

The Listing Service Reports tab is used to determine the default text and content for your listing service reports. These settings and text can also be changed and edited from the Add Service Report form.

 

HOW TO FIND THIS SCREEN

FEATURE

ROUTE

Settings

From the Listings & Closings Settings screen, select the Listing Service Reports subtab.

 

TOPICS RELATED TO THIS SCREEN

FEATURE

PROCEDURES

Settings

 

FIELDSETS/FIELDS AVAILABLE ON THIS SCREEN

FIELDSETS

FIELDS

COMMENTS

Service Report Text

Services Performed Header

This field provides the title for an introductory paragraph that precedes the list of services that you have performed.

Services Performed Body Text

This field provides the introductory paragraph that precedes the list of services you have performed. You can define any number of paragraphs by clicking the Add link and adding a new title and paragraph in the in-line control. Any changes you make to the paragraph in the text field will automatically be saved as the new content for that particular Body Text entry.

Summary Remarks Header

This field provides the title for the closing paragraph of the service report.

Summary Remarks Body Text

By default, this field provides the closing paragraph to your service report. You can define any number of paragraphs by clicking the Add link and adding a new title and paragraph in the in-line control. Any changes you make to the paragraph in the text field will automatically be saved as the new content for that particular Body Text entry.

Other Comments Header

This field provides the title for the "Questions" section of the service report, which you can use to urge the contact to call you with any questions or concerns.

 

Other Comments  Body Text

By default, this field provides the text to your "questions" section, which you can use to urge the contact to call you with any questions or concerns.

Report Content

Include Property Photo

If Yes, the default photo used will be the default front view of the property. This can be changed from the Add Service Report form.

Include Showing Agent Name

If Yes, the "Showing Agent" defined in any showings you have performed for the listing will be displayed.

Include Cash Expenses Total

Refers to the cash expenses defined in the report's service activities, not any expenses defined in your financial functions.

Include Marketing Data

Refers to the marketing data that you define manually in each service report. If No, the marketing data and graphs will be excluded from the report output.

Market Data Header

This field provides the title for the Marketing Data section of the service report.

Market Data Body Text

This field provides the introductory paragraph to your Market Data section. The graphs illustrating market conditions immediately follow this paragraph.

Service Report Footer

Include Agent Name?, Include Agent Designation, Include Company Name, Include Company Website?

If Yes, will draw the values from the information defined in the My Info tab.

Agent Contact Info

Include Home?, Include Mobile?, Include Business?, Include Pager? Include Fax?, Include Email? Include Website?

If Yes, will draw the values from the information defined in the My Info tab.

Service Report Colors

 

Section Header Color, Divider Color, Primary Font Color, Secondary Font Color.

The color palette pop-up will help you choose colors for your reports. Barring that, you can define your colors as hexadecimal values.