Exporting Personal Listings with a Custom Report

If you need more detailed information when exporting your listings beyond the one-line summary, you can create a custom report and apply it before exporting. Follow these steps:

Step 1: Create a Custom Report

1. At the top of your MLS, hover over Reports.
2. Select Custom Reports from the drop-down.
3. Click Add New Report.
4. The default property type is Cross-Property (All)—keep this setting to include all listing types.
5. Enter a name for your report.
6. Customize your report by adding or removing fields:
   • Add fields using the Available Fields box on the left.
   • Remove fields using the Currently Selected Fields box on the right.
   • Suggested fields to add to your custom report: 
     • List Broker ID and/or List Broker Name
     • Buyer Broker ID and/or Buyer Broker Name
     • CoList Broker ID and/or CoList Broker Name
     • CoBuyer Broker ID and/or CoBuyer Broker Name
     • List Date
     • Closed Date
     • Any others you may find helpful!
7. Click Save. This returns you to the Custom Reports section.

Step 2: Apply the Report & Export Listings

1. At the top of your MLS, hover over Listings.
2. Select View/Manage My Listings & Transactions from the drop-down.
3. In the upper left, click All Active/Pending and choose the listing status you want to export (i.e., Closed).
4. Select the listings to export by clicking the checkbox next to MLS # to select all, OR selecting individual listings manually.
5. Click the Export icon (a file folder with arrow pointing down).
6. Keep All Selected Listings checked and click Next.
7. The default report is 1 Line Summary—click it to open the drop-down menu.
8. Select your Custom Report from the list and click Next.
9. Choose Excel and click Next.

Step 3: Download & Open the File

1. The file download should begin automatically. 
   1. If you don’t see it at the bottom of your screen, check your Downloads folder or the location where your device typically saves files.
2. Open the downloaded file. If prompted with a security warning, click Yes to proceed.
3. Save the file and rename it, ensuring the format is Excel Workbook (.xlsx).

Step 4: Edit & Customize Your File

1. You can now sort, filter, and apply formulas as needed.