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Estate Agents Report

  • 24/08/2025
  • Knowledge

How To
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Location: LEAP Menu > Reports > Matters & Clients >  Conveyancing  > Estate Agents Report

Purpose: Lists Estate Agents linked to matters, detailing agent information, associated matters, property details and key dates, filterable by matter and staff.

The report helps to retrieve information pertaining to Estate Agents by offering a consolidated view. Utilising the report also allows you to promptly identify matters linked to specific Estate Agents. This feature is useful for efficiently monitoring progress, assigning tasks, and addressing any issues within a particular Estate Agent's portfolio.

Report Trigger: The Estate Agents Report will reference any 'Estate Agent' Card recorded on matter table.  

 
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  • The date range filter (Start Date and End date) is employed to refine results by limiting matters with an attached Estate Agent Card. It operates based on a matter's Date Opened, which is entered under the 'Calendar & Tasks' tab.

Report Filters:

Date Range Displays Estate Agents on matters opened within the chosen date range. 
Matters Includes two filters:
  • Matter Type: Filters matters to include only those that match the selected matter type(s).
  • Matter Status: Filters matters to include only those that match the selected matter status(es).
Staff Includes two filters:
  • Staff Responsible: Filters matters to include only those that match the selected Staff Responsible. 
  • Staff Acting: Filters matters to include only those that match the selected Staff Acting. 
Display

Includes two display options:

1. Group the report by:

  • None: No grouping is applied. 
  • Agent (Default)
  • Matter Status
  • Matter Type
  • Staff Responsible
  • Staff Acting

2. Expand: Expand or collapse the grouping results.

Report Fields:

Estate AgentThe Estate Agent card on the matter.
Matter No. The matter number. 
Agent Staff (on matter)

The staff member(s) selected for the Estate Agent Card on the matter table (not just listed within the Estate Agent Card). Refer to the example below: 

User-added image

Estate Agent Staff EmailThe staff member(s)' email addresses.
ClientThe name of the client(s) on the matter.
Property AddressThe matter's Property Address.
PriceThe Property Price.
Exchange/ContractThe matter's Exchange date, entered under the 'Calendar & Tasks' tab. 
Completion DateThe matter's Completion Date, entered under the 'Calendar & Tasks' tab. 

NOTE: 

  • Ensure that the Property Address, Price, Exchange Date and Completion Date are entered on the matter table to be included in the report.
  • If a matter does not involve one of these fields (such as the absence of an Exchange Date under the 'Calendar & Tasks' tab), the corresponding field will be left blank.
Last Modified Date
24/08/2025 9:47 pm
Title
Estate Agents Report
URL Name
Agents-Report-UK

Resolution
Reports
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Estate Agents Report