Need capacity to sort Archived files by "TYPE"

Posted about 2 months ago by SkySlope Support

Post a topic

SkySlope Support Admin

Created By Suzanne Firebaugh-Delgado

Requester

As I renew my E&O Insurance for this upcoming year, they want to know how many files closed that were: Mobile Homes, Referrals, New Homes, etc. Can you please implement a way to search by TYPE of property checklist from the drop-down menu? It would make things very helpful.

0 Votes

4 Comments

SkySlope Support posted about 2 months ago Admin

Created By Prod Squad

Agent

Thank you for this additional feedback, Kristina! I'll get this over to our product management team for their review.

Thanks again!

Charleigh, Product Operations

0 Votes

SkySlope Support posted about 2 months ago Admin

Created By Kristina M Jones Dodd

Requester

Our E&O also wants to know what percentage had inspections and what percentage had home warranties. Can you add a field for that as well, so we can get it all from one report. Or make it so we can have a couple of custom tabs that will show up in the closed transaction report.

0 Votes

SkySlope Support posted about 2 months ago Admin

Created By Suzanne Firebaugh-Delgado

Requester

It would be helpful if I could run a report and sort the year's transactions by TYPE: whether it is Residential sale, Vacant Land, Mobile Home, New Home, etc based on our selection of checklist type when the file is created. Our E&O Lawyers want to know how many transactions were closed, and what percentage of those were of the type mentioned above.

0 Votes

SkySlope Support posted about 2 months ago Admin

Created By Prod Squad

Agent

Hi Suzanne!
Bailey from the Product Team here at SkySlope. Thank you for reaching out and providing us with this feedback!

What section or page of SkySlope would you like to be able to review these files from? I've documented your request and we'll also monitor this post for upvotes and comments.
Thanks again and have a great day!

0 Votes