How do I use the Moves Management Report?

Overview 

The Moves Management Report provides comprehensive information about your action plans, including financial summaries and activity status. 

Step 1: Access the Moves Management Report 

1. Navigate to the Reports section 

2. Locate and select the Moves Management Report 

Step 2: Review the summary data 

At the top of the report, you'll see a summary that includes: 

1. Number of Action Plans included in the report or group 

2. Total Ask Amount (sum of all ask amounts in the report) 

3. Total Projected Amount (sum of all projected amounts) 

4. Total Probable Amount (ask or committed amount multiplied by probability percentage) 

5. Total Committed Amount (sum of all committed amounts) 

Step 3: Customize the report columns 

1. Add or remove columns to display the information you need 

2. Available columns include plan details, targets, and solicitor information 

Step 4: Add follow-up data columns 

You can enhance your report with follow-up information by adding these columns: 

1. Next Move Date - Shows the date of the next scheduled follow-up 

2. Next Move Action - Displays the type of the next scheduled follow-up (Phone, Meeting, Event, etc.) 

3. Next Move Note - Shows the description of the next scheduled follow-up 

4. Last Move Date - Displays the most recent contact history date 

5. Last Move Action - Shows the type of the most recent contact history item 

6. Last Move Note - Displays the description of the most recent contact history item 

7. Moves Ahead - Shows the sum of incomplete follow-up items 

8. Moves Made - Displays the sum of contact history items associated with the action plan 

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