Applying a Service Report Plan

Service Report Plans provide a pre-scheduled set of Service Reports that can be applied to a listing or closing.

To apply a service report plan to a listing or closing:

1. Open the Service Reports sub-tab. How?

   1. From the Main Menu bar, go to Listings > [Listings/Closings] Summary.

   2. Click the [listing/closing]'s row.

   3. Click the Activities tab and then click the Service Reports subtab.

2. Click the Select Service Reports Plan action link.

3. Select a Listing (Marketing) or Closing report plan from the drop-down list.

4. Click the Save button.

   The service report plan is now applied to the listing/closing. At specified intervals the reports will be generated and displayed on the Service Reports summary screen, from which you can choose to preview or publish and send the report.