How to Create Report Links

By Melissa Shipler

Do you ever find yourself running the same report, month after month, quarter after quarter? Are you accessing it from the reports menu and unsure where to go each time? Try using Report Links!  By sending yourself a link, you can be taken directly to your favorite report each time. Here’s how to set one up:

  1. Log into Avid Reports using your Login ID and password.
  2. Process your report – for our example, we are running a Trend Report.
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  3. Once you run the report you need, click on “Email.”
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  4. Your email client (ie. Outlook, Gmail, etc.) will pop up, ready to send an email.
  5. Enter in your email address in the TO:
  6. Enter the name of your report (if it is something other than the default) in the SUBJECT: field.
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  7. Hit send.
  8. Next time you need this same type of report, you can simply open the email that you sent yourself, click on the link, and be taken directly to the same report once you log in.
  9. BONUS: Adjust your criteria in the orange shaded section at the top of the page, month after month or quarter after quarter for the highest efficiency.

Determining Your Team’s 5 Strongest (and Weakest) Attributes

By Melissa Shipler

Even if you’re above the industry average and delighting your customers, there’s always room for improvement. Using Avid Reports, you can track your five most succesful areas as well as the five areas for greatest improvement, and leverage your findings for well-deserved pats on the back (or perhaps a necessary brainstorming session). Here’s how:

  1. Once you’re logged in, go directly to the Reports Menu, scroll through the drop-down, and select Question Ranks.5 Strongest Attributes - Image 1
  2. Once you’re on the Question Ranks page, choose your Survey Study and Industry from the drop-down menus in the top left of the page. Then, navigate over to the Closing Interval on the top right of the page. In the Closing Interval, be sure to select at least 12 months of data. This will ensure that there is an amount of data substantial enough to track the results accurately. Click on “Update Report”.5 Strongest Attributes - Image 2
  3. By default, the data will be displayed in “Rank by Industry Difference.” This is called the Delta. Note that the Delta is the difference between your company’s average and the industry average you selected. So if you’re scoring at a 95, and the industry average is at an 80, the Delta number will be 15. Categories above the Delta mean you’re successfully competing above the industry average, while categories below the Delta means you have room to improve.
  4. From here, you’re easily able to export the content to Excel to use in sales meetings, goal setting, and employee management.
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Why Find Your Strongest and Weakest Attributes?

  • Find a reason to celebrate – It’s easy to focus on the negative, but with the new calendar year why not shift the emphasis on the positive? Use your top five attributes as a reason to celebrate and acknowledge what your team is doing right.
  • Set your goals ­­– What hasn’t been working? Are you in a position to fix it? If not now, what can your team do to improve results in the future? Use your five biggest areas with room for improvement to reflect on these questions.

Leverage Great Homebuyer Comments with Avid Socializer

It seems everyone has joined the Facebook world, including your customers. Wouldn’t it be great to leverage all the great comments you receive from homebuyers and share them with your Facebook audience? Now you can by adding the Avid Socializer to your programs! By adding Socializer, any comments that homebuyers have given you permission to use can be posted to your Facebook timeline.

Here’s how:

  1. Once you’re setup with Socializer and logged in, go to Survey Explorer in the Avid Reports system.
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  2. Once in Survey Explorer, pull up your latest surveys or filter through received surveys as you wish.
  3. As you are reviewing your surveys, read through the comments for those that are complimentary and would be great to share.
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  4. From the drop-down, select the section that contains the comment you wish to post.
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  5. Once you have selected the comments, click the “Post to Facebook” button. This will open a dialog box.
  6. Use the slider control to select an excerpt of the question response.
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  7. Double check the “Community” name.
  8. Select the Facebook page you wish to post the comment to from your drop down menu. Click “Post to Facebook.”
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  9. This will then post the comment to your Facebook page. You will receive a confirmation of your post.
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  10. Use the link provided in your confirmation to see the new post on your timeline!
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  11. To add this or learn more details about this great feature, please contact your Client Success Manager.

Use Web Monitor to Oversee Online Reviews

Wouldn’t it be great to tap directly into every new review found online at the very minute it was posted? As much as we love buzzing around the internet, we’d prefer to spend our time logging hours on useless YouTube videos rather than combing through every new review. We imagine you share this sentiment, which is why you might appreciate Avid’s Web Monitor™, an add-on part of Avid’s GoSocial™ program. Gain mission-critical information across all online platforms. Here’s how.

  1. Once you’re logged in, you will be taken directly to the Dashboard. (If you do not have this ability, please see your User Manager or contact Avid Client Services for details.)


  1. On the Dashboard you’ll find the Web Monitor; note that it will alert you if you have any new reviews pending.Step2
  2. From here, you’ll be able to quickly and easily scan through new reviews aggregated from online. Web Monitor allows you the opportunity to see reviews posted from public social media pages. (i.e. Facebook, Google, Houzz, Yelp!, etc.) in a real-time manner.Step3

Managing Your Reviews, All in One Place

  • Respond Quickly ­­–  Let no reviews fall through the cracks. Following up quickly insures that if a negative comment were to arise, you’d be able to handle it before it ballooned into a larger problem.
  • Gain a Comprehensive Understanding – You already have the pulse on what consumers are saying, but Web Monitor will allow for a comprehensive review. Couple this with the other tools with Avid’s GoSocial suite to stay on top of your online presence.