Close your eyes and imagine for a moment that all the information you have is a big Excel spreadsheet that you want to do all kind of sorts, filters, calculations and charts.
All this is available under NexOne Office (GIMMI Web). This technology allows you to manipulate, extract and produce endless lists, reports and statistics from your data.
You will find below the procedure to follow in order to produce a simple report which, at first glance, may seem impossible to you.
Situation:
I want to know among the sales made over the last 24 months, the average number of days between the registration date and the sale date; and this grouped by the first 3 characters of the property's postal code in order to target my next campaign advertising.
Procedure:
Selection of the basic report
The customization of a report is done from a basic report. Initially, select the report whose data most closely resembles what you want to extract and then customize this report.
For our example, go to Transactions> Reports (top right)" menu.
Click on the Detailed button to display the detailed list of transactions.
Selection of columns to display
Click on Actions and then choose Select columns
The left side displays the columns that do NOT appear in the report, the right side displays the columns that appear in the report.
Select on the right side the columns you want to remove from the report and click on the '<' arrow to remove them
Select on the left side the columns you want to add to the report and click on the '>' arrow to add them.
Note: To do a multiple, selection press the Ctrl or Shift buttons during the selection.
For our example, let's leave the MLS #, property address information, listing date, transaction date and add the price sold. And you click on Apply. The report is generated with the columns you have just chosen
Selection of filters
Clear existing filters from the base report by clicking on the "X" to the right of the filter.
1.Define a new filter: Keep only transactions from the last 24 months ...
In the Actions menu, select: "Filter".
Under the "Column" field, select the column: "Transaction date".
Under the "Operator" field, select: "Is in the last".
Under the "Expression" field, enter: "24" (for 24 months).
Select the "Month" time unit in the drop-down list to the right of the Expression field (for 24 months).
Click on Apply. A new filter "Transaction date is in the last 24 months" is added at the top of the interactive report. The data in the report now reflects this filter.
2.Establish a new filter: Keep only transactions that have a listing date ...
In the Actions menu, select: "Filter".
Under the "Column" field, select the column: "listing date".
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