- Date of sale
- Sale price
- Listing agent
- Selling agent
Question: Homes.co.nz have offered to claim properties we have sold as an advertising service. To do so they've requested a list of our historical sales as a spreadsheet. Can this be exported from SalesPartner?
Answer: Yes - we restored the data and created a custom sales report that includes the required fields:
Note: Filter office sales from REINZ / foreign sale data before producing the report.
In Save drop down the Save as type options to select Comma Separated (*.CSV) and save the report as a spreadsheet.
Tip: remove your report template's column headers, and page footers/banner elements before saving as a CSV file, because the headers generally don't align once converted. You can insert a header row later in Excel if necessary.