Creating a Closing Report

It is best to create a closings summary report from either the Closings Summary screen or from the Listings landing screen. Follow the steps below to generate a Closings Summary report from the Closing section of the Listings landing screen.

1. Open the Listings landing screen. How?

   • From the Main Menu bar, click the Listings icon.

2. From the Closings section, click the Create Report action link.

3. Select the report you wish to generate from the Report drop-down.

   Note: To generate a report for all of the closings in your database, first select a Summary Report, then select the All Closings option and click Done. The report is generated.

4. Click the Search for Closings button.

   Your listings are displayed in the Create Closing Report screen.  

5. If you have a large number of closings, you can narrow down the search results set by using the search options. More Info:

   • Change the Show drop-down list to narrow down the closings displayed.

   • You can also do some additional filtering from the More Options link. Select a Status and define a Date Range, then click the Show Closings button.

6. Select the check boxes of the closings for which you want to create a report and click the Generate Report button.

   Tip: To generate more than one type of report from the same search results, click the Generate Report & Create Another button.

7. Once the report is generated you can:

   • Download the report to a CSV(a simple file readable by virtually any database or spreadsheet program) or XLS(a Microsoft Excel file) format. More Info:

     1. From the drop-down list box at the top of the screen, select the file format in which you want to download the report, and then click Download Report.

     2. Click Open to view the report in the selected file format, or click Save to save the report in the selected file format.

   • Print the report by clicking the Print   icon.

   • Save a copy of the report in PDF format to your hard drive or another location by clicking the Save   icon.

If you would like to quickly create a detailed closing report, it is easiest to do so from the Closings Summary screen.

Note: To print the Closing Notes, view the Closing Record and click Print Report in the closing record’s header.

1. Open the Closings Summary screen. How?

   • From the Main Menu bar, go to Listings > Closings Summary.

2. Find the closing you want to create a report for. To narrow down the list further, click the More Options link. More Info:

   1. Use the Status drop-down list to show closings with a specific status.

   2. Use the Closing Date fields to specify a date range. Manually type a date range or click in each field to open the calendar pop-up.

   3. Click the Show Closings button.

3. Click the Print Report icon on the closing's row.

   The detailed closing report will be generated in a new window.

4. Once the report is generated you can:

   • Download the report to a CSV(a simple file readable by virtually any database or spreadsheet program) or XLS(a Microsoft Excel file) format. More Info:

     1. From the drop-down list box at the top of the screen, select the file format in which you want to download the report, and then click Download Report.

     2. Click Open to view the report in the selected file format, or click Save to save the report in the selected file format.

   • Print the report by clicking the Print   icon.

   • Save a copy of the report in PDF format to your hard drive or another location by clicking the Save   icon.