Advanced Reports for Relocation Specialist

Advanced Reports for Relocation Specialist

Today we’re announcing the availability of Advanced Reports.  This exciting new feature comes as a free upgrade for all Relocation Specialist users who previously purchased the Report Generator software. 

The new Advanced Reports are completely web-based and include new features not available before.  For example:

  • Nicely formatted reports may be saved or viewed in PDF, Excel or Word formats
  • May be printed or emailed as needed
  • Reports include column headings, groupings with subtotals and bar charts
  • Certain reports will compare current to ‘year ago’
  • Other reports include all activities In/Out plus Sales within same date range in the same report!

During the next few weeks, additional reports previously in the Report Generator will be added to the Advanced Reports list. 

To view the new reports, click the REPORTS link on the left side of the Referrals List page.  NOTE:  For right now, it is common for the first Advanced report to take up to 30 seconds to open.  So, be patient for that first one.  After that, response times are much faster.

To view the Advanced Reports (12-minute) training video, click here

To view the Training Videos page for a listing of current videos, click here

All ‘Standard’ reports you’re used to seeing are still available under the Category “Standard”.  All new Advanced reports are available under the Category “Advanced”.  All reports on the REPORTS page are grouped first by Category, then by report name alphabetically.

We appreciate the many suggestions from our valued customers which have led to the Advanced Reports option, and look forward to serving you better throughout the new year!

The Relocation Specialist Team

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