Reports
House Anniversary Report
The House Anniversary Report helps you track and celebrate your connections' home purchase anniversaries, allowing you to maintain meaningful relationships and recognize these important milestones.
Overview
The House Anniversary Report provides a clean, organized view of your connections' house purchase anniversaries for any selected month.
Key Benefits:
Key Features
Month Selection
Easy month-to-month navigation
Export Options
Download in PDF or CSV format
Quick Access
Direct links to profiles and contact info
Anniversary Details
View exact dates of house purchases
How to Use the House Anniversary Report
Navigate to the Reports section and select "House Anniversaries"
Use the month dropdown to select your desired month
View the list of house anniversaries for that month
Click on connection names to view their full profiles
Use the "Download PDF" or "Download CSV" buttons to export the report
Tips for Using the House Anniversary Report
Review monthly to plan anniversary outreach
Export to CSV for your calendar system
Use profile links to review past interactions
Use email/phone links for quick congratulations
Need Help?
If you need assistance with the House Anniversary Report or have questions about its features, please contact our support team.