Report Formats

• Click on the column heading. For instance, if you want to sort by price, click on the Price heading.

• Select the report format you want to use from the Select different report format drop-down list (located beside the Refine Search button).

Note: You indicate your default report format through the My Preferences page.

1. Select "Design New Report" from the Select different report format drop-down list.

2. In the Create New Custom Report page, name the list by entering the name into the Report Name field and add a description into the Description field.

3. Add the criteria to be displayed on the report by selecting the appropriate field from the Available Fields list and clicking the Add button. The fields then appear in the Selected Fields list.

4. You can change the order of how the fields appear by selecting the field and clicking Move Up and Move Down.

5. Link the flyer format view to a field by selecting the field from the Selected Fields list and clicking FlyerLink. For instance, if you want to access the flyer view through the MLS Number, select “MLS Number” and then click Flyer Link. If you do not indicate which field to link, the system uses the first field in the Selected Fields list.

6. Click Save.

1. Click Printable View.

2. When the printable view window appears, use your browser's Print function.

1. Select the appropriate listings.

2. Scroll to the bottom of the list and click Print Selected.

3. Select the report format you want from the Report drop-down list.

4. Select the flyer format you want from the Flyer drop-down list.

5. Click Print.

6. When the printable view window appears, use your browser's Print function.

1. Select "Design New Report" from the Select different report format drop-down list.

2. In the Create New Custom Report page, name the export list by entering the name into the Report Name field and add a description into the Description field.

3. Add the fields you want to include in your export list by selecting the fields from the Available Fields list and clicking Add. The fields then appear in the Selected Fields list.

4. You can change the order of how the fields export by selecting the field and clicking Move Up and Move Down.

5. Click Save.

6. In the Report page, click Export.

7. When downloading the export list to the desired location, save the file as a .csv or .txt file.

1. Click the Export to Palm Pilot button. Your browser displays a dialog box allowing you to save the file.

2. In the File Download dialog box, click Save this File to disk.

3. Click the OK button.

4. Save the file in a location such as the My Documents folder.

5. When you have downloaded the file to your computer, you are ready to synchronize with Pocket Real Estate.

1. Click Email This List.

2. In the Email Property List page, enter the requested information into the fields. Refer to the following list for field tips:

• To: If the person you want to send the email to is not in your Contact Manager, enter the email address in this field.

• Contacts: If the person you want to send the email to is in your Contact Manager, select the contact from this drop-down list.

3. Edit the email text if necessary.

4. Click Send.

1. Select the appropriate listings.

2. Click Email Selected.

3. Enter the requested information into the fields.

4. Edit the email text if necessary.

5. Click Send.

1. Click Save Prospect.

2. In the Save Prospects window, enter the requested information into the fields. Refer to the following table for field tips:

• Public Name: If you want to allow for reverse prospecting, enter a name for the prospect that you want other agents to see. Use a name that encourages agents to call you. In other words, you probably don’t want to use the client’s name as the agent may be able to directly call your client.

• Contact: If the person you want to send the email to is in your Contact Manager, select the contact from this drop-down list.

• or create a contact: If the person you want to send the email to is not in your Contact Manager, enter a first name, last name, and email address in this area. Note that this person is now added to your Contact Manager.

• E-mail this prospect now: If you want to e-mail the prospect to a client. A web page is setup for the client and remains active for 30 days.

• E-mail new matches: Click this option if you want the system to automatically notify your clients when new listings are added to the prospect.

• Allow reverse prospecting: Click this option if you would like for the listing agents to be able to contact you regarding their listings in your prospect.

3. Click Continue.

The system places the prospect in the Prospects area.

1. Click Refine Search.

2. Make changes to the search criteria.

3. Click Search.

1. Click the Previous and Next hyperlinks to view more results.

2. You can also click the number hyperlinks to view the corresponding results page.

• Click the "Clear" toggle button.

• To unselect an individual listing, clear the corresponding check box.

• To unselect all selected listings, click the "Clear" toggle button.

1. Select the appropriate listings.

2. Scroll to the bottom of the list and click View Selected.

• Click on the MLS Number hyperlink. The “flyer format” of the listing appears.

Remember that your flyer format hyperlink may not be the MLS Number field if you created a custom report template and linked the flyer format to a different field.

1. Select the listings you want to compare.

2. Click CMA Selected.