📊How to Pull Property Data from Reapit Using Power Reports
Export property data from Reapit for valuations attribution analysis
This guide explains how to export comprehensive property data from Reapit using Power Reports. This export is essential for valuations attribution analysis - helping you understand which lead sources (including SalesRook) deliver the most valuable instructions and completions.
Why Export This Data?
By exporting your Reapit property data with key date fields (Created, Instructed, Exchange/Tenancy Start), you can:
Track which sources generate instructions - Compare performance across Company Website, SalesRook, Rightmove, Zoopla, OnTheMarket
Measure conversion rates - See which channels turn enquiries into actual instructions
Prove ROI - Demonstrate the value of your marketing spend and technology investments
Optimize your strategy - Make data-driven decisions about portal spending
The SalesRook team uses this data to create comprehensive attribution reports showing exactly where your most valuable instructions originate.
Time Required: 5-10 minutes Difficulty: Beginner Applies to: All Reapit users working with SalesRook
What You'll Export
Using this method, you can export detailed property information including:
Property references and office assignments
Complete address details (house number, name, postcode)
Current status (Sales and Lettings)
Primary contact information and email addresses
Last modified dates
And many other custom fields
Step-by-Step Instructions
Step 1: Access Power Reports
In Reapit, navigate to Reports in the main menu
Select Power Reports
Step 2: Select Property Report Type
Choose Property Report from the available report types
Important: Check the box to include archived records
This ensures you capture all historical property data
Step 3: Run Separate Reports for Sales and Lettings
⚠️ Note: You'll need to run this process twice - once for Sales and once for Lettings
For Sales:
Select the Sales department/type
For Lettings:
Select the Lettings department/type
Step 4: Add Search Criteria
At least one search criterion must be added to run the report. We recommend:
Add criterion: Registered date
Set it to: before [future date]
Example: "Registered before 31/12/2026"
This captures all records in your system
Step 5: View the Results Grid
Once the report runs, you'll see a grid displaying all matching records with various fields showing.
Step 6: Create a Custom Excel Template
Right-click on any column header
Hover over Export to
Select Create/Edit Custom Excel Template
Step 7: Choose Template Type
You have two options:
Create from Blank: Start with no fields pre-selected
Create from Standard: Includes the fields currently visible in the grid
Recommendation: Choose "Create from Standard" to start with existing fields, then add more.
Step 8: Add Custom Fields
Click the Add button at the bottom of the template editor
For each field you want to include, you'll need:
Header: The column name that will appear in Excel
Merge Code: The C# string that points to the database object e.g.
Property.Code
Essential Merge Codes for Valuations Analysis
Here are the most useful merge codes for property analysis:
Reference
Property.Code
Office Name
Property.ActiveOffName
House Number
Property.Address.HseNo
House Name
Property.Address.HseName
Address Line 1
Property.Address.Address1
Address Line 2
Property.Address.Address2
Address Line 3
Property.Address.Address3
Address Line 4
Property.Address.Address4
Postcode
Property.Address.Postcode
Status (Sales)
Property.Sales.StatusNameGrid
Status (Lettings)
Property.Lettings.StatusNameGrid
Primary Contact
Property.CurrentCntName
Primary Contact Email
Property.PrimaryContact.GetPhone("e")
Created Date
Property.Created
Instructed Date
Property.Sales.Instructed
Exchange Date (Sales)
Property.Sales.Exchange
Last Tenancy Start Date (Lettings)
Property.Lettings.LastTenancyStart
Last Modified Date
Property.Amend
How to Add Each Field
Click Add
Enter the Header name (e.g., "Postcode")
Enter the corresponding Merge Code (e.g.,
Property.Address.Postcode)Repeat for each field you need
💡 Note on Merge Codes
Your merge codes may differ slightly depending on your Reapit database configuration and any customisations you've designed with Reapit.
Need help finding the right merge code?
Click the blue "Merge Code" link in the Excel Export Column Edit dialog (shown above) to see available options for your database
Contact your Reapit Customer Success Manager for support with custom fields or database-specific merge codes
The merge codes listed in this guide are standard for most Reapit configurations, but your setup may have additional custom fields or slightly different naming conventions.
Step 9: Save and Export the Template
Give your template a descriptive name
Example: "Property Export - Sales" or "Valuations Analysis Export"
Click Accept
Step 10: Confirm Export
When prompted "Export using this template?", click Yes
The report will export to Excel with all your selected fields.
Using Your Template in Future
Once you've created a custom template, you can reuse it quickly:
Run your Power Report as normal (Steps 1-5)
Right-click on any column header
Select Export to > Excel Spreadsheet (.xls) - Custom
Find and select your previously created template
This saves significant time for recurring reports!
Tips and Best Practices
For Valuations Analysis & SalesRook Attribution
When analysing valuations opportunities and measuring SalesRook's performance, include these fields:
All address fields (especially Postcode - for matching with SalesRook data)
Status fields (to identify current instruction status)
Created Date (when the property first entered your system)
Instructed Date (when you won the instruction - critical for conversion tracking)
Exchange Date (for sales properties - measures final completion)
Last Tenancy Start Date (for lettings properties - tracks successful lets)
Last Modified Date (to prioritise recent activity)
Primary contact details (to reach property owners)
These date fields enable SalesRook to create attribution reports showing:
Which enquiry sources convert to instructions
Time from initial enquiry to instruction
Completion rates by source (exchanges/tenancy starts)
Full journey tracking for ROI analysis
Naming Your Templates
Use clear, descriptive names like:
"Sales Properties - Full Export"
"Lettings Valuations Analysis"
"Monthly Property Report"
"SalesRook Attribution Export"
Running Regular Reports
Consider scheduling regular exports (e.g., quarterly) to:
Track SalesRook performance over time with attribution analysis
Identify trending postcodes and high-performing sources
Monitor instruction conversion rates across different channels
Spot opportunities for follow-up on stalled valuations
Justify marketing spend with data-driven insights
Pro tip: Export data covering at least 6 months for meaningful trend analysis. Include properties modified/created during your analysis period to capture the complete picture.
Troubleshooting
Problem: Report returns no results
Solution: Check your search criteria aren't too restrictive. Use a future date for the "Registered before" filter.
Problem: Can't find a specific field
Solution: Contact Reapit support for the correct merge code, or check Reapit's documentation.
Problem: Template doesn't save
Solution: Ensure you've given it a unique name and have the necessary permissions.
Integrating with SalesRook
Once you've exported your property data, you can work with the SalesRook team to create comprehensive valuations attribution analysis.
Why This Matters
Understanding which sources generate your most valuable instructions is critical for optimising your marketing spend and lead generation strategy. By exporting your Reapit property data, SalesRook can help you:
Track Performance by Source
Identify which enquiry sources (Company Website, SalesRook, Rightmove, Zoopla, OnTheMarket) convert to instructions
Compare conversion rates across different channels
Measure which sources drive actual completions (sales/lettings)
Measure SalesRook's Impact
Attribute valuations captured by your AI persona to actual instructions
Track the full journey from initial enquiry to instruction to completion
Calculate ROI on your SalesRook investment
Optimise Your Strategy
Identify high-performing sources to increase investment
Spot underperforming channels that need improvement
Make data-driven decisions about portal spending
What SalesRook Does With Your Data
When you provide your Reapit property export, we:
Match valuations to instructions - Cross-reference postcodes and addresses from SalesRook-identified valuations with your actual property records
Calculate conversion rates - Determine how many SalesRook-captured leads became instructions vs other sources
Track outcomes - Monitor which instructions progressed to exchange/completion
Create visual reports - Deliver clear dashboards showing performance by source
Provide actionable insights - Highlight opportunities to improve conversion rates
Example Analysis
A typical SalesRook valuations analysis report includes:
Source comparison - Properties, instructions, and completions by enquiry source
Tracked vs untracked - Visibility into historical data before SalesRook implementation
League tables - Performance rankings across all tracked sources
Conversion funnels - Visual representation of enquiry → instruction → completion
This analysis helps you demonstrate the value of AI-powered lead qualification and justify continued investment in tools like SalesRook.
How to Share Your Data
Export your property data following this guide
Send the Excel files to your SalesRook account manager or [email protected]
Include the date range covered (we typically analyse 6-12 month periods)
We'll typically deliver your analysis within 1-2 weeks
Recommended export frequency: Quarterly or bi-annually to track performance trends over time.
Need Help?
If you have questions about:
Reapit Power Reports: Contact Reapit support
Using this data with SalesRook: Contact our support team at [email protected]
Custom merge codes: Reapit's documentation or support team can provide additional codes
Last updated