Loading a saved report
To pull a saved farm report, you must first enter the name of the agent for whom the report is for in the agent selection box
Select "Reports" from the menu on the left hand side
Select "My Saved Reports"
You will now be taken to a page with your saved reports. If you entered an agent's name on step 1, you will ONLY see reports saved under their name. This will avoid any embarrassing moments where an agent may see another agent's saved report that you may not want them to see.
If you want to see ALL of your saved reports, and not just the ones saved under the subject agent, click the green filter button in the top right section of the window.
To load a report, select the button that has an arrow on it
You can also see a quick snapshot of a particular report by clicking the "eye" button next to the "load farm" button. This will save you time if you need to go through multiple reports and refresh yourself on what the data was without having to load up each farm individually.
Why do I need to pull saved reports?
There are a few reasons why it is beneficial to have quick access to a saved report. Agents will be begging you for Farm Genie appointments and it becomes difficult to remember everything without having a dedicated area to view your saved reports. Each report saves the filters you had for a specific farm FOR THAT AGENT. If there is a particular hot farm that multiple agents want to target, you will be able to keep track of what segments each one was interested in (one may want to hit only 5+ bedrooms, while the other may only want 2-bedroom condos / owner occupied). This allows you to easily have room for multiple agents in a specific farm area without having conflicts of interest.
Another great reason to save reports under your account is that it allows you to do some pre-game work – if you have a big meeting coming up with an important client, go into TheGenie and do some preliminary research to find great areas to discuss. You can save any "pockets of opportunity" in your account and easily pull them up when doing your consultation. This will show that you are prepared AND give you things to talk about, all while preparing you for any questions they may have regarding the data.