Use this article to create a Listing Report from your search results, choose the details and layout it shows, email, print, or download it, and find it later in your Report library.
When to use a Listing Report
A Listing Report is a shareable summary of the listings you select on the Search page.
Share a short list of listings with a client
Listing Report Sample:
Create a Listing Report from your search results
Create a Listing 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 Listing Report
The report window moves to the Customize Report step with your selected listings.
Note: A Listing Report with more than 500 listings is emailed to you rather than built in the report window.
Customize the Listing Report
Customize the Listing Report on the Customize Report step of the report window.
Add a label and subtitle to the Listing Report
Enter a label and subtitle at the top of the Customize Report step to tell recipients what the Listing Report covers. Both fields are optional.
Report Label: Enter a title for the report.
Report Subtitle: Edit the summary of your search filters, up to 70 characters.
Choose how listing links open in the Listing Report
Choose what happens when a recipient clicks a listing in the Listing 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.
Choose the listing details in the Listing Report
Select the details each listing shows in the Listing Report:
Include listing agent info: The listing agent's information.
Include my contact information: Your contact information.
Include exact address: The full street address, with the unit number where one applies. Also lets recipients open the client-facing Listing Detail Page from the report.
DAM: Days Active in MLS.
Open house: Open house information.
List date: The list date.
Cross streets: The listing's cross streets.
Neighborhood: The listing's neighborhood.
Large map: A large map.
Include exact address, DAM, and List date are selected by default.
Choose the Listing Report layout
Select a page orientation for the Listing Report under Layout:
Landscape: Lays out the pages horizontally. Selected by default.
Portrait: Lays out the pages vertically.
Reorder or remove listings in the Listing Report
Reorder or remove listings in the Listings section, below the Listing Report settings.
Drag a listing up or down to change its place in the report
Click the X to the right of a listing to remove it from the report
Click View Listing to open the listing
To add listings, create a new Listing Report from the Search page.
Email, print, or download the Listing 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 Listing Report
Email the Listing Report to one or more recipients from the Generate Report step.
Steps:
Enter one or more email addresses in the Emails field
Click Email Report
Each recipient receives the Listing Report, and Perchwell copies you on the email. The Email Subject field is set to Listing Report by default, and the Message field holds a short default message.
Print the Listing Report
Print the Listing Report from the Generate Report step. The limit for the Listing report is 500 Listings. If a Listing report has over 500 Listings, it will be automatically be sent to your email.
Steps:
Click Print
Choose your printer and settings in your browser's print dialog
Click Print in the print dialog
Your browser sends the Listing Report to your printer.
Download the Listing Report as a PDF
Click Download on the Generate Report step to save the Listing Report to your computer as a PDF (Portable Document Format) file.
Find a past Listing Report in your Report library
Open your Report library to find Listing 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. Search for a report by the recipient's email address.
