(66) NPO New Property Owners Ledger

This Report is designed to generate the New Property Owners Ledger.

  • This report can run for any date range and can compile data for any singular month or multiple months.
  • Ultimately one can generate an Annual Weekly Report consisting of all 12 months to analyze trends, if you so wish. (Only the weeks with data entries will generate)

The recommended file format for this report is as a PDF (.pdf) file, however, you can also generate a Word (.doc) file or an Excel (.xls) file

  • As a Word (.doc) file the report will generate in an editable format.
  • As an Excel (.xls) file this will place the information in cell formatting into rows. Can be used for .csv file imports.
  • As a PDF (.pdf) file this will appear the same as the Word (.doc) file format, but will not be editable.

Report - 66

Report - 66

From the Tree View:

  1. Expand Reports
  2. Select Reports
  3. Select Report (66) NPO New Property Owner's Ledger
  4. Enter the Date Range
  5. Select the File Format (either Word DOC, Excel XLS, or PDF)
  6. Then, click SEARCH to run the Report

Note: A separate window will open where you can View, Print or Save the document.

Report - Referral Call Worksheet

Report - Referral Call Worksheet

Report Navigation:

  1. Group Category
  2. # signed to Group
  3. Overall Percentage
  4. Property Address
  5. Owner Name
  6. Referral Fee
  7. Total Amount Signed for the Period
  8. Date Range of Report
  9. Report Graph

Header & Footer Information:

a. Office Name and Contact information

b. Report Name

c. Date the Report was Run / Printed

d. Page Number of Report