Key Steps
1. Navigate to the Property Listing
Access the property listing for which you want to generate a report.
2. Access the Report Options
In the top right corner of the listing, click on "Actions".
3. Select the Report Link
From the dropdown menu, choose "Visit Report Link". This will open the detailed property report.
4. Review the Property Report
The report will display key details such as:
Property details
Agent information
Campaign platforms (paid and organic)
Campaign duration
Activities performed (e.g., ad copies, targeted areas)
Analytics of campaign performance
Click on any section of the report to view more detailed analytics or specific data points.
5. Share the Report with the Vendor
The report is dynamic, which means it updates in real time. Share the link securely with the vendor so they can access the latest data.
You can send the report link through email or a secure messaging platform.
Cautionary Notes
Secure Sharing: Be cautious when sharing the report link. Ensure that it is sent through a secure channel to protect confidential data.
Accuracy Check: Always double-check the information in the report to ensure its accuracy before sharing it with the vendor.
Tips for Efficiency
Familiarize Yourself with the Layout: Take time to understand the layout of the report. This will help you quickly find and share the most relevant information.
Regular Updates: Keep the vendor informed of any changes or new activities related to their property listing. You can share updates by sending the refreshed report link periodically.
Use Campaign Reports for Specific Analysis: If you need a more focused analysis, consider using the campaign report feature, which gives detailed insights into individual campaigns or promotions.