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Use the owner feedback report

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Learn how to customise, preview, and email owner feedback reports using templates and formatting options.

This article covers:

About the owner feedback report

MRI Vault makes it easy to compile and share feedback with property owners. The owner feedback report pulls together all relevant enquiries and interactions from the property card into a professional, customisable format.

Tip: If enquiries have already been processed and no longer appear on the listing, you can still view them in the Owner Feedback.

Generate the report

To generate the report:

  1. Go to: The property profile
  2. Click the Owner Feedback tab
  3. Click Owner Feedback
  4. Select the desired date range
    Live-report-date-range.png
  5. Click Create Owner Report

A pop-up will appear, allowing you to customise the report to suit your needs.

You can configure:

Tip: If using Designly Live Report, you can select a template created in Designly Pro and preview it before sending.
  • Options - Choose whether to show repeat enquiry/interaction counts and cold/hot/warm interest status
  • Include - Select which sections of the feedback to include or exclude
  • Style - Choose the report template style you want to use
    Preview-report.png
  1. Click a template to generate the report in that style

The report will open in a new window.

Options:

  • Save to Filing Cabinet - Stores the report in the property's filing cabinet for future reference
  • Save To Filing Cabinet (PDF) - Stores the report as a PDF in the property's filing cabinet
  • Send Email to Owner - Share the report directly with the property owner

Preview the report before sending it to ensure it looks professional and includes the correct data.

  1. Click File > Preview
  2. Click Send Email To Owner when you're ready
Note: Learn how each section in the owner feedback report populates with data from MRI Vault.

Send the report via email

Once the report is ready, you’ll be prompted to configure the email details.

  1. Fill in the email fields:
  • To - Choose the owner(s) to receive the report
  • (Optional) (tick) to manually enter email
  • BCC - Add internal users
  • From - Select the sender (this is where replies will go)
  • Template - Choose a Designly or email template
  • Subject - Include a relevant subject line or stick to the default subject
    Send-email.png
  1. Click Send Email when you're ready

Save to the filing cabinet

Once the report is generated, it can be saved to the filing cabinet.

  1. Click Save To Filing Cabinet
    Save-to-filing-cabinet.png
  2. Fill in the following fields:
  • Name - Enter the name of the file
  • Visible To - Choose who can view the template (e.g., everyone, a team, or a specific user).
  • Visible in - Select the folder where the template will be stored
Tip: You can create and manage folders to organise files stored across your workspace.
  1. Click Save

You can access the file in the filing cabinet at any time to edit, download, email, or send it to Secure Sign.

Save to the filing cabinet as a PDF

You can save the report as a PDF in the filing cabinet.

  1. Click Save To Filing Cabinet
    Save-to-filing-cabinet.png
  2. Fill in the following fields:
  • Name - Enter the name of the file
  • Visible To - Choose who can view the template (e.g., everyone, a team, or a specific user).
  • Visible in - Select the folder where the template will be stored
  1. Click Save

You can access the file in the filing cabinet at any time to edit, download, email, or send it to Secure Sign.

What's next?

Learn how to create and manage contact distribution lists for targeted communication, generate and print follow-up reports, and access historical enquiries and feedback data from withdrawn or settled listings.

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