Expert Agent's existing Statistics are powerful and comprehensive. Too comprehensive, maybe! They contain over 90 rows of statistical data and we're conscious that managers and business owners can't see the wood for the trees as a result. Advanced Stats lets you choose the required rows and save your choice in a profile for later use. So, if you want to get weekly property-only stats, you can now create a profile (using relative dates such as "first of this month" rather than 1st March) and rerun it every week. You can create as many Advanced Stats profiles as you want and we think you'll probably create a handful to handle your various reporting needs.
Another big innovation is that once the Advanced Stats appear on the screen, you can click through to see the raw data. So, if advanced stats tells you that you've had 5 new instructions this week, you can click through to a grid containing the 5 records.
We've called the new option Advanced Statistics to reflect the fact that we plan to continuously improve it over the coming months. Please test it and log any issues that you find as support tickets.
To get started, click Advanced Statistics under Tools at the Expert Agent Touch main menu
You need to be a SuperUser to access any stats (or a standard user that a superuser has given statistics access to - see Agency Staff). Like all stats in EA, data sharing permissions determine which branch data within your own empire you can see.
Click on Tools >Advanced Statistics as below:
You'll need a Stats Profile to extract your stats. Each profile contains the required dates, the required rows of data (examples of rows are no of valuations, valuation conversion ratio, no of new instructions), the required offices or staff and the required format
You can create as many Stats Profiles as you want. We don't supply any pre-configured profiles - you'll need to set them up yourself. If you are not sure what is available, run the standard stats.
Click 1. Add Profile and work through the numbered steps below:
2 & 3. Name your new profile and give it as description
4. Choose the required dates. Clicking in here pops up Expert Agent's Relative Dates Form. Select Relative Dates (1st of this month, 3 months ago etc where possible.
5. Statistics to include is where you choose the required rows of data ( (examples of rows are no of valuations, valuation conversion ratio, no of new instructions). Tick the required rows in the form below. There's a search box at the top to help you. So, to find all the applicant row options, put applicant in the search box.
We've created a list of the rows that are available with a specific definition to help you understand how each one is collated - see the What are the definitions for the Statistics option? FAQ.
6. Choose the required departments and branches from the pull down lists
7. Choose the required Staff
8. if you want one set of figures for the time period in question (so for example 3 months worth in one set of numbers), leave summarise by date unchecked.
If you want to separate the figures, tick the box and choose year by year, month by month, week by week or day by day.
Then, decide if you want a table or a graph.
You'll be able to go back and change all of this later
Press Save when ready and your profile will be applied and the results displayed.
When you go back into Tools-> Advanced Stats having saved a profile or two, you'll see them displayed as below.
Just click on the profile you want to use.It will open its results in a new page tab. You can then open another tab if required, go to Tools-> Advanced Stats and open up additional profiles.
The Select a Profile option also lets you edit, delete or clone a profile. Clone is particularly useful if you want to quickly set up several similar profiles.
When you first create a new stats profile and save it or when you click on a stats profile, the results will appear as below in either a table or a graph
The section marked (1) above is very clever. It lets you change the format of the table for an instant results comparison. So, the example above has summarise by date ticked in the profile and so shows different columns for each month beneath each member (a member is a branch and/or negotiator). If you click on the word dates in (1) and drag it to (2) unused then (3) apply, you'll see the table change - the Dec 2014, Jan 2015 etc columns will disappear.
Clicking on any element that is a simple number (so, the numbers in the first 2 rows in the example above) rather than a calculated result (3rd, 4th and 5th rows), Expert Agent opens a grid containing the records in question in a new page tab, allowing you to debug the results.
Export to CSV immediately downloads your results - in Chrome, you should see the downloaded file in the bottom left hand corner of your browser.
If you choose Save Settings, your changes get saved to the profile that you are using.
In this example, we have ticked both graph and table.
You can choose a different graph format in (1), above. Our example shows a column graph but there are lots of other options - just choose one from the dropdown and choose (4) apply
You can print or copy the graphs by clicking the 3 vertical bars button in the top right corner of the graph.
The section marked (2) above is very clever. It lets you change the format of the table for an instant results comparison. So, the example above has summarise by date ticked in the profile and so shows different columns for each month beneath each member (a member is a branch and/or negotiator). If you click on the word dates in (2) and drag it to (3) unused then (4) apply, you'll see the graph and table change - the Dec 2014, Jan 2015 etc columns will disappear. Very Clever!
Export to CSV immediately downloads your results - in Chrome, you should see the downloaded file in the bottom left hand corner of your browser.
If you choose Save Settings, your changes get saved to the profile that you are using.
To comply with the data protection act, how can I remove records from the system?
When dealing with lettings, there are lot of grey areas on what the requirements are for keeping tenants and landlord’s information. ARLA for e.g., state that you can remove any information for ended tenancies at the end of the “disputable period”.
With financials, the Data Protection Act requirements are that records are to be kept for at least SIX YEARS. Therefore we would require confirmation from you in writing that you consent to having the records removed for this reason.
If there is no financial data associated, please clearly mark the landlord or applicant records with the word DELETE as their first name or surname.
For property records, please clearly mark the record with the word DELETE in address line one or two.
Once you have done so, please log a ticket to request that all items marked with DELETE, are removed. One of our technical specialists will be able to assist you with this.
If you are trying to make changes to an Appointment and there is no Save button in the top right hand side or no option to Save in the Action Menu, someone has closed the appointment. This could have been because there was a task set on it and to mark the Task as complete, the Appointment has to be closed.
1. Check the box highlighted to see the closed date and who closed the appointment.
2. This can be re-opened by a Super User.
Back in November 2013, we announced that we'd be developing future versions of Expert Agent to take advantage of the features found in Google Chrome. Developing specifically for Chrome (but with scope for emergency or occasional use in other browsers) would give us faster development cycles, a better tested product and a guaranteed consistent look and feel across PCs, tablets, iPads, Macs etc.
This decision wasn't made lightly - our Users Group (50 or so individuals working at all levels in all types of estate agency) helped us to work through the ramifications but ultimately were satisfied that they would get a better product as a result.
We've spoken to a few "Google Objectors" who really don't like the idea of using Chrome.
It is important to stress that we're not asking you to change your "default" browser.
If you want to carry on using Internet Explorer or Firefox for your banking, social media, other software etc - that's fine. Chrome sits happily in the background on your PC - if you want it to stay there, just make sure that when you install it, you don't make it your "default" browser. "Google Objectors" worry that Google is spying on us all or maybe throwing adverts at us based on our browsing habits.
However, If you just use it for Expert Agent, all that Google will spot is that you spend a lot of time using Expert Agent!
When we explain this, most objectors have been converted.
Expert Agent Touch has been developed and tested to work perfectly in Google's Chrome browser. It might work on Internet Explorer or Safari but we've not tested it fully. We've chosen to standardise on Chrome because it works in the same way across all platforms.
As a result, we can control the way Expert Agent Touch works and looks. Chrome is free of charge and available for iPads, Macs, PCs etc. In particular, it is a available for older Windows XP and Windows 7 PCs and it seems to be an "elixir of life" for an elderly computer.
The last version of Expert Agent was tested on at least 6 different browser versions. A full test on each browser took 20 man hours. By focusing on Chrome, we can develop the product much faster and make it more reliable - because we actually do far more testing on the browser that everyone is encouraged to use. We can also use Chrome specific features. For example, Chrome has excellent in-built print support - saving the need for the extra plug-ins that were needed and could be unreliable in "classic" Expert Agent.
Give Chrome a try - you'll love it. We've created a large Chrome FAQs chapter to help you migrate over. It should be very easy. If you use HTML letters or reports, there's one critical thing you need to look at - see How do i print using Chrome?
We agree with this when it comes to public facing websites. Businesses cannot control or influence the browser choices that consumers make. We therefore make sure that whenever we build a website for an estate agent, it is developed and tested for all browsers.
However, Expert Agent itself isn't a public facing website. It is a software solution that happens to run in a browser. Unlike traditional software, it makes few demands on the users' infrastructure. Years ago, we'd have made you go out and buy more RAM or a bigger hard drive as our previous old-fashioned desktop software was improved and updated.
With Expert Agent, there's no need for servers, specific RAM or processor requirements, specific Windows or network software etc. It does have requirements, though. Users needs a copy of Word 2007 or better, an Expert Agent subscription, an estate agency business, a website, portal feeds etc. Users are therefore working in a controlled environment, generally doing their day jobs on equipment that they have control over. Consequently, we think that suggesting but not insisting that users will get the best usage experience by using a particular browser doesn't seem unreasonable.
Yes - we'll test any issues you report in Chrome and come back to you. If the issues don't work in Chrome we'll rush a bug-fix through. If they work fine in Chrome but not other browsers, we'll apply a suitable priority to the issue and try to get it fixed asap. However, with over 95% of users now working in Google Chrome, you can expect that the fix will get given a lower priority than a Chrome related snag. One issue we can't fix is the lack of proper printing support in Internet Explorer's latest versions - see the section below.
We love the way Chrome works. It is slick and fast. It rejuvenates older PCs. Generally, it gives us far less hassle than Internet Explorer did.
However, we understand the privacy concerns.
There's no doubt that Google's search engine tracks your browsing habits.
It watches what you look at and, in some cases, targets suitable adverts on websites that use Google's various channels.
You can test this yourself.
Go to SpeedTest, the connection checking site - http://www.speedtest.net/
If you start it up in Internet Explorer, you'll see 6 adverts. They probably won't be targeted specifically at you.
If you then stay in Internet Explorer and use Google, Yahoo or Bing to browse as though shopping for something obscure - we tried "Nissan car parts". Click on some of the "sponsored links" at the top and sides and the search engines (particularly Google) get to know you are looking for "Nissan car parts".
If you visit Speedtest.net again later in the week (we can't tell you how quickly this works), you'll see adverts for "Nissan car parts" because they subscribe to the search engines' adverts networks and make money from any click-throughs. You won't get more adverts, though - you only get the number of adverts that the site allows for - speedtest.net currently has 6 front-page advert slots.
So if Google has discovered your penchant for Nissans, speedtest and sites like it will throw six adverts about "Nissan car parts" at you rather than 6 random adverts.
All the search engines do this.
Google's search engine definitely goes one step further and monitors the non-sponsored links you click on and the time you spend on the subsequent website.
We all help with this because we kindly install Google's free analytical tools on our websites - the quid pro quo being that any leads from Google can be tracked back to source. We think this is a good thing - Google ranks websites based on the usefulness of the site. If it sends you to breakeryard.com for your Nissan parts and you stay there for a while and, better still, re-visit it later, Google knows that you've had a good visit experience and may promote breakeryard.com in the listings.
If you use Google's Chrome browser, Google have the power (though not necessarily the inclination) to track every link you click on.
Some believe that this results in even more targeted adverts. (not more adverts - you'll only get the same number!)
Similarly, there are lots of articles that exonerate Google from spying allegations.
Click here to see one
This article argues that 3rd party plugin-ins are definitely spying on you. Expert Agent “classic” running in Internet Explorer needed 9 different plug-ins to run properly. Expert Agent Touch running in Chrome doesn’t need any.
So, Google Objectors, we understand your concerns when it comes to general browsing but not when it comes to Expert Agent
Why not keep Internet Explorer or Mozilla Firefox on your PCs for general browsing and just use Google Chrome for Expert Agent?.
If you do that, all Google will find out is that you use Expert Agent rather a lot.
one of the reasons for trying to move away from Internet Explorer was that it has no native print support. You'll have seen this - ask Internet Explorer to print your EasyJet boarding card or your Tesco order confirmation and it comes out with http://www.... etc across the bottom and the margins will go all over the place.
We used to use a plug-in to avoid this but that plug-in is no longer being developed for the latest version of Internet Explorer. Good Riddance in our view! It didn't work very well and added another "layer" to everyone's PC.
So, if you revert back to an older version of Internet Explorer (if that is still possible), you'll be able to use the old plug-in which should download itself. The problem is, though, that you'll then expose yourself to the security holes that the latest Internet Explorer was developed to block. Catch-22!
So, here's an awkward but workable solution.
Produce any HTML letter or report and you'll see the form below
1 - copy the text (CTRL-A is select all, CTRL-C is copy)
start up your wordprocessor and do paste (CTRL-V) - print as normal
2 - click the save and close button in EA to make sure your letter is written to an event.
Chrome is an "open framework" - the source code (without the alleged sneaky stuff) is available for 3rd party developers to use.
Here's an article that reviews a handful of other free browsers that you could try
http://www.howtogeek.com/108384/6-alternative-browsers-based-on-google-chrome/
We've tried SRWare Iron. It seems to work well. We've not tested it thoroughly, though.
Our concern would be that at least with Google, we understand their motives but they are at least an honest corporation bound in law. What stops these third-party developers putting credit card theft or password detection capability into their browsers?