Use this article to create an Itinerary report from your search results, set the tour date, times, and stops, choose what the Itinerary report shows, email, print, or download it, and find it later in your Report library.
When to use an Itinerary report
An Itinerary report is a tour schedule for the listings you plan to visit, with appointment times, notes, and maps.
Plan a tour of multiple properties
Prepare for buyer showings
Organize open house visits
Share a tour schedule and property details with a client
Create an Itinerary report from your search results
Create an Itinerary report from the listings you select on the Search page.
Steps:
Click the Results tab
Select the checkboxes next to the listings you want
Click Actions
Select Create a Report
Select Itinerary
The report window moves to the Customize Report step with your selected listings.
To build an Itinerary report from listings saved to a Tag, find them on the Search page first. Enter their MLS IDs in the MLS ID filter, separated by commas. Then select them in your results and create the report. The Itinerary report is limited to 15 listings per report to enhance site performance. If an itinerary report has more than 15 listings, it will automatically be sent to your email.
Itinerary Report sample:
Plan the tour in the Itinerary report
Plan the tour on the first screen of the Customize Report step, under Itinerary Details and Listings.
Set the tour date and times for the Itinerary report
Set the tour date, times, and meeting place under Itinerary Details. Date is the only required field.
Date: Enter the day of the tour.
Start Time: Enter when the tour starts.
End Time: Enter when the tour ends.
Meeting Location: Enter where you meet your client.
Add appointment times and notes to each listing in the Itinerary report
Add an appointment time and notes to each tour stop in the Listings section.
Steps:
Click a listing's address
Enter a time in the Appointment Time field
Click Done
Repeat these steps for each listing on the tour. The Notes field holds up to 400 characters, and Include map is selected by default.
Reorder or remove listings in the Itinerary report
Reorder or remove tour stops in the Listings section.
Drag a listing up or down to change its place on the tour
Click the X to the right of a listing to remove it from the Itinerary report
Click View Listing to open the listing
To add listings, create a new Itinerary report from the Search page.
Customize the Itinerary report
Click Next below the tour listings to choose what the Itinerary report shows.
Add your client's name to the Itinerary report
Select a client in the Select from clients or type client's name field, or type a name. The Itinerary report header then reads Prepared for, followed by the client's name. The field is optional.
Choose the listing details in the Itinerary report
Select the details each listing shows in the Itinerary report under Select fields to show in itinerary:
Brokerage: The listing brokerage's name.
Agent name: The listing agent's name.
Agent phone number: The listing agent's phone number.
My contact info: Your contact information.
Open house: Open house information.
Exact address: The full street address.
Large map: A large map.
Neighborhood: The listing's neighborhood.
Cross streets: The listing's cross streets.
Every detail except Agent name and Agent phone number is selected by default.
Choose how listing links open in the Itinerary report
Choose what happens when a recipient clicks a listing in the Itinerary report:
Open links in Perchwell (clients must log in): Opens the listing in Perchwell, which means the client needs a Perchwell login to view it.
Open links externally with your branding: Opens the listing on a page with your branding.
Open links externally with your branding is selected by default.
Email, print, or download the Itinerary report
Click Next on the Customize Report step to open the Generate Report step of the report window. Click Previous to change a setting.
Email the Itinerary report
Email the Itinerary report to one or more recipients from the Generate Report step.
Steps:
Enter one or more email addresses in the Emails field
Edit the subject in the Email Subject field
Edit the text in the Message field
Click Email Report
Each recipient receives the Itinerary report, and Perchwell copies you on the email. The Email Subject field is set to Our Itinerary by default, and the Message field holds a short default message.
Print the Itinerary report
Print the Itinerary report from the Generate Report step.
Steps:
Click Print
Choose your printer and settings in your browser's print dialog
Click Print in the print dialog
Your browser sends the Itinerary report to your printer.
Download the Itinerary report as a PDF
Click Download on the Generate Report step to save the Itinerary report to your computer as a PDF (Portable Document Format) file.
Find a past Itinerary report in your Report library
Open your Report library to find Itinerary reports you created earlier.
Steps:
Hover over your profile icon in the upper right corner
Click Report library
Your Report library opens with your saved reports, including Itinerary reports. Search for a report by the recipient's email address.
