Property Performance Reports - Vendor

Within Jupix, you're able to generate a Property Performance Report which you can use to keep your vendors up to date with interest and sales activity on their property.

The Property Performance Report can be sent directly to the vendor via email as part of your vendor contact routine.  

1. Click Reports on the main homebar
2. In the General Reports section, click Property Performance Report
   
3. Use the search bar to find the property you wish to report on
4. Within Report Options, select the required information and untick any 'Summary' information that you don't want included in the report
5. The Cover letter section gives you the option to generate a cover letter that will be included with the report. If needed, you can amend the Body text of the letter and the agent it will be sent from
   
6. Once all of the relevant information has been provided, click Generate. You will see the report being generated which will be followed by the following message:
   
7. Click Download Report. (you may have to Open the file as shown below)
   
8. The report will open as a PDF
   1. To email this to the customer, click File, Send File and select your default email application. A new message will pop up from your email client with the report already attached. You will need to add the recipient’s email address, add a subject line and compose your message
   2. If the report is to be sent by post, click on the printer and select the correct printing options