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Changes to report

Good afternoon,

I have received feedback from our administrators regarding the current reports and want certain fields added to the reports to make their daily/weekly/monthly reporting more efficient. Currently, for an end-of-week report for our directors, it takes our staff up to 3 hours to gather the necessary information from different reports and going into individual records to copy and paste to another report.

Below are the changes requested. 

Report>Activity>Exchanges - Excel does not show vendor,
buyer or source for vendor or buyer. Please add all. 
 

Report>Activity>Completions - Excel does not show vendor,
buyer or source for vendor or buyer. Please add all.
 

Report>Activity>Sales Subject to Contract (A.k.a Accepted
offers) – Excel does not show vendor, buyer or source for vendor or buyer.
Please add all. (We can make a widget but we cannot export)

Reductions – Price Reductions are not showing in a purpose made
widgets or reporting tabs. This is a bug that needs to be fixed. Please note
Rezi already has the capability of this as it is a creatable widget.
 

Valuations – Number of bedrooms and source not showing or
available on report. Please add both

Viewings – Can’t export data to excel – Please add or fix as at the moment we are having to manually count all (as the team grows this task will get longer and longer)

Offers  – Can’t export data to excel & Vendor missing – Please add or fix as at the moment we are having to manually count all. Please ask them to add source to this (as the team grows this task will get longer and longer)

Kind regards
Faizan