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TrendSheet Lite
99.00
Purchase

Create a Custom Export in Your MLS

Below are the dominant MLS platforms and specific instructions for each on how to create a custom export and how to download that custom export after doing an MLS search. The platforms with specific instructions are (click yours to skip to those instructions):

For those of you not in one of those platforms or if you already know how to create a custom export and just need to know what fields to include in the custom export this is for you.

Typically when you create your export you want to choose to get a csv file or, if that's not an option, then an Excel file works, or if you can only get a txt or tsv file then it's better if it's comma-separated. Feel free to contact me if you have any problems and I'll help you out. Below are the fields you need but they may be called something different in your MLS. Just find the field that you believe best fits. IMPORTANT - The fields must be in this order:

LIST OF FIELDS

  1. MLS # (in Flex systems this is in first position by default and you don't need to add it)
    • Also called - ML #, Listing Number, MLS Number 
  2. Status
    • Also called - Status Code
  3. List Price
    • Also called - Listing Price, Asking Price, Listing Contract Price
  4. Closed Price
    • Also called - Sale Price, Sold Price, Closing Price, Selling Price, Date COE
  5. Status Change Date (if not available use Off-Market Date)
    • Also called - Status Date, Status Change Timestamp, Date Status Changed
  6. List Date
    • Also called - Listing Date, Listing Contract Date, Original List Date
  7. Sale Date
    • Also called - Close Date, Closing Date, Sold Date, Selling Date
  8. Days on Market - Use whatever field you prefer to get your DOM numbers
    • Also called - DOM, CDOM, Agent Days on Market, Cumulative Days on Market, Days on MLS
  9. Under Contract Date
    • Also called - Pending Date, Contingent Date, Contract Date
  10. GLA - Use whatever field you prefer so TrendSheet can calculate your $/SqFt
    • Also called - Approx SqFt, Livable Area, Square Footage, Total SqFt, etc

Click here to be taken back to the TrendSheet Lite Setup page

- Flex MLS Platform -

  • Hover your mouse over 'Preferences' and select 'My Exports'.
  • Select 'New'.
  • Name the export 'TrendSheet Lite', make sure 'Detail group names show in front of the detail name' is selected and that 'Residential' is also selected and click 'Next'.
  • Choose each of the following items (they may be called something different in your MLS) and click 'Add' after each one. There is a list of other possible names that these may be called in your MLS toward the top of this page. Once you are done, the categories will appear on the right side of the window and they MUST be in the same order as below:
    • Status
    • List Price
    • Closed Price
    • Status Change Date (if not available use Off-Market Date)
    • List Date
    • Sale Date
    • Days on Market
    • Under Contract Date
    • GLA
  • Once the list is complete and in the above order click 'Next' and you are done.

How to Export your Data

  • Verify that the search you are exporting includes every type of listing (active, contingent, pending, closed, expired, canceled, etc) for at least one year back from the effective date you're using. The further back you go the more likely you are to include pertinent data. I recommend 2.5 years since TrendSheet Lite analyzes two years of data.
  • Click 'Export' at the top right then click 'download a file'.
  • Verify that 'Export all matches' is selected.
  • Click 'Custom Text Export' and choose the export you created which should be named 'TrendSheet Lite'.
  • Type in the verification text and click 'Export'.
  • Save the file by whichever file name and into whichever folder you prefer (depending on browser settings you may not be given the option to choose the file name/location - if this happens for you that means your browser probably saved the file in your Downloads folder).

Click here to be taken back to the TrendSheet Lite Setup page

- Fusion and/or MLXchange Platforms -

  • First thing you'll need to do is get into the results of a residential search.
  • Once you're in the results of a search the 'Grid Manager' icon will appear (it's on the same row as the 'Map' icon. Click on 'Grid Manager'.
  • Select 'Create New Grid'.
  • Name the grid 'TrendSheet Lite'.
  • Click on each of the following categories individually (they may be called something different) and click the Right Arrow each one to get them to appear in the right window. There is a list of other possible names that these may be called in your MLS toward the top of this page. Once you are done, the categories will appear on the right side of the window and they MUST be in the same order as below:
    • MLS #
    • Status
    • List Price
    • Closed Price
    • Status Change Date (if not available use Off-Market Date)
    • List Date
    • Sale Date
    • Days on Market
    • Under Contract Date
    • GLA
  • Once the list is complete and in the above order click 'Save' and you are done.

How to Export your Data

  • Verify that the search you are exporting includes every type of listing (active, contingent, pending, closed, expired, canceled, etc but not including leased) for at least one year back from the effective date you're using. It is better to go further back than one year to verify that all relevant listings are included so I recommend going 2.5 years back (since TrendSheet Lite analyzes two years of data at once).
  • On the results page of your search, click 'Tools' (There are two 'Tools' buttons so make sure you click the lower one that is on the same row as the 'Map' and 'Grid Manager' icon).
  • Select 'Export Data'.
  • Verify that 'All Records' is selected.
  • For 'Data Export Format:' you should select 'Tab Delimited'.
  • Do not select 'Compress File'.
  • For 'Select Export Grid Format:' choose the custom export you made which should be called 'TrendSheet Lite'.
  • Check the box for 'Include Column Headers' and click 'OK'.
  • Save the file by whichever file name and to whichever folder you prefer (depending on browser settings you may not be given the option to choose the file name/location - if this happens for you that means your browser probably saved the file in your Downloads folder).

Click here to be taken back to the TrendSheet Lite Setup page

- InnoVia MLS Platform -

  • Click 'Search' then 'Custom Displays'.
  • For 'Property Format' select select the property format you use and then click 'New'.
  • Name the export 'TrendSheet Lite'.
  • Select 'Oneliner' then click 'Next'.
  • Select the following fields from the 'Available Fields' list (they may be called something different in you MLS) and add them to the 'Selected Fields' list. There is a list of other possible names that these may be called in your MLS toward the top of this page. Be sure to include all fields and they MUST be in the order shown:
    • MLS #
    • Status
    • List Price
    • Closed Price
    • Status Change Date (if not available use Off-Market Date)
    • List Date
    • Sale Date
    • Days on Market
    • Under Contract Date
    • GLA
  • Uncheck the 'Include Select Checkbox' and 'Use Embedded Links' boxes.
  • In the 'Share Display With' drop-down, select a group who may access the custom report (no one, the office, or the firm).
  • For 'Title Font' select 'Title'
  • For Label Font select 'Head'
  • For 'Data Font' select 'Shared'
  • Click 'Save'

How to Export your Data

  • Verify that the search you are exporting includes every type of listing (active, contingent, pending, closed, expired, canceled, etc excluding leased) for at least one year back from the effective date you're using. The further back you go, the more likely you are to include pertinent data. I recommend 2.5 years since TrendSheet Lite analyzes two years of data at once.
  • Once you complete a search and you're on the search results page choose 'Select All'.
  • Select the custom report 'TrendSheet Lite' from the 'Oneliner Display' drop-down list.
  • Now click the 'Excel File' link.
  • Click 'Save' on the File Download window NOTE: If the report opens in a browser window or in a spreadsheet program automatically, just choose 'File' then 'Save As'.
  • Save the file by whichever file name and into whichever folder you prefer (depending on browser settings you may not be given the option to choose the file name/location - if this happens for you that means your browser probably saved the file in your Downloads folder).

Click here to be taken back to the TrendSheet Lite Setup page

- Matrix MLS Platform -

  • Hover your mouse over 'My Matrix' and select 'Settings'.
  • Click on 'Custom Exports' then click on 'Add Export'.
  • Name the export 'TrendSheet Lite'.
  • Verify toward the bottom that 'Label' and 'Comma' are chosen. No need to enter a description.
  • Choose each of the following items (they may be called something different in your MLS) and click 'Add' after each one. There is a list of other possible names that these may be called in your MLS toward the top of this page. Once you are done, the categories will appear on the right side of the window and they MUST be in the same order as below:
    • MLS #
    • Status
    • List Price
    • Closed Price
    • Status Change Date (if not available use Off-Market Date)
    • List Date
    • Sale Date
    • Days on Market
    • Under Contract Date
    • GLA
  • Once the list is complete and in the above order click 'Save' and you are done

How to Export your Data

  • Verify that the search you are exporting includes every type of listing (active, contingent, pending, closed, expired, canceled, etc excluding leased) for at least one year back from the effective date you're using. The further back you go, the more likely you are to include pertinent data. I recommend 2.5 years (since TrendSheet Lite analyzes two years worth of data). 
  • Click 'All' toward the top which will select all of the results.
  • Click 'Export' which is on the bottom row of buttons.
  • Verify the custom export you made is selected in the drop-down which should be 'TrendSheet Lite' then click 'Export'.
  • Save the file by whichever file name and into whichever folder you prefer (depending on browser settings you may not be given the option to choose the file name/location - if this happens for you that means your browser probably saved the file in your Downloads folder).

Click here to be taken back to the TrendSheet Lite Setup page

- Paragon MLS Platform -

  • Once in the results of a search, click the green 'Reports' button.
  • Under the Spreadsheets folder choose any spreadsheet that you don't normally use because you're going to be modifying it.
  • Click 'Customize' and then 'fields'.
  • Verify that the class is 'RESIDENTIAL' and group is 'Listing'.
  • Name it 'TrendSheet Lite'.
  • Add the following categories from the left to the right window or re-order the existing fields (on the right) until the list on the right window matches the list below (the fields may have different names in your MLS) but they MUST be in the order shown below. There is a list of other possible names that these fields may be called toward the top of this page
    • MLS #
    • Status
    • List Price
    • Closed Price
    • Status Change Date (if not available use Off-Market Date)
    • List Date
    • Sale Date
    • Days on Market
    • Under Contract Date
    • GLA
  • Click 'Save' and you are done.
  • Please contact us if you have any issues with this setup and we will be happy to do it for you or walk you through it.

How to Export your Data

  • Verify that the search you are exporting includes every type of listing EXCEPT RENTALS (active, contingent, pending, closed, expired, canceled, etc excluding leased) for at least one year back from the effective date you're using. The further back you go, the more likely you are to include pertinent data. I recommend 2.5 years (since TrendSheet Lite analyzes two years of data). 
  • Once in the search results, click 'Export' then 'Export to CSV'.
  • Select 'All listings'.
  • Be sure to select 'TrendSheet Lite' (or whatever you named the export you made in the above section) in the drop-down then click 'Export'.
  • Save the file by whichever file name and into whichever folder you prefer (depending on browser settings you may not be given the option to choose the file name/location - if this happens that means your browser should have saved the file to your Downloads folder).

Click here to be taken back to the TrendSheet Lite Setup page

- Rapattoni MLS Platform -

  • Click on 'Admin' and then on 'Custom Export Setup'.
  • Then click on 'Create Export'.
  • Enter 'TrendSheet Lite' in the 'Name' field.
  • Verify that 'Excel' is the 'File Format', 'Yes' is checked for 'Include Field Names' and 'No' is selected for 'Include Pictures'.
  • Click 'Save'.
  • Click on each of the following categories in the left window ('Available Residential Fields') individually and click 'Add' after each one (they may be called something different in your MLS). There is a list of other possible names that these may be called in your MLS toward the top of this page. Once you are done, the categories will appear on the right side of the window ('Selected Fields') and they MUST be in the same order as below:
    • MLS #
    • Status
    • List Price
    • Closed Price
    • Status Change Date (if not available use Off-Market Date)
    • List Date
    • Sale Date
    • Days on Market
    • Under Contract Date
    • GLA
  • Once the list is complete and in the above order click 'Save' and you are done.

How to Export your Data

  • Verify that the search you are exporting includes every type of listing (active, contingent, pending, closed, expired, canceled, etc) excluding Leased for at least one year back from the effective date you're using.  It is better to go further back than one year to verify that all relevant listings are included so I recommend going 2.5 years back since TrendSheet Lite analyzes 2 years of data at a time.
  • Once you are in the results of a search check the box toward the top to select all the results.
  • Then click the 'Exports' button toward the top.
  • Select the 'TrendSheet Lite' option and then click 'Submit'.
  • When the download is ready you will see a file link. Click the link and save the file by whichever file name and into whichever folder you prefer (depending on browser settings you may not be given the option to choose the file name/location - if this happens that means your browser should have saved the file to your Downloads folder).

Click here to be taken back to the TrendSheet Lite Setup page

- Tempo MLS Platform -

  • First thing you'll need to do is get into the results of a residential search and scroll to the bottom.
  • Click on 'Custom Reports'.
  • At the bottom of this page, name the report 'TrendSheet Lite'.
  • On the right window click 'ML Number' and then click the 'Up' button.
  • Now, click on each of the following fields individually and in order and as you click on them they will appear in the window at the right (they may have a different name in your MLS system). There is a list of other possible names that these may be called in your MLS toward the top of this page. In most Tempo systems there is no need to click on 'ML Number' or 'Status' since they are already in the window at the right. Once you are done, the categories should all be on the right side of the window and they MUST be in the same order as below:
    • MLS #
    • Status
    • List Price
    • Closed Price
    • Status Change Date (if not available use Off-Market Date)
    • List Date
    • Sale Date
    • Days on Market
    • Under Contract Date
    • GLA
  • Once the list is complete and in the above order click 'Save Report' and you are done. 

How to Export your Data

  • Verify that the search you are exporting includes every type of listing (active, contingent, pending, closed, expired, canceled, etc excluding leased) for at least one year back from the effective date you're using. It is better to go further back than one year to verify that all relevant listings are included so I recommend going 2.5 years back (since TrendSheet Lite analyzes two years of data).
  • In the search results screen scroll down to the bottom of the list of results and click 'Check All Listings'.
  • Now click the 'Download' button.
  • Verify that the 'Number of Records to Download' shows that it's downloading all records.
  • In the window just below find and click on the custom export you created named TrendSheet Lite (or whatever you chose to call it). 
  • Click 'Create Download'.
  • Save the file by whichever file name and to whichever folder you prefer (depending on browser settings you may not be given the option to choose the file name/location - if this happens that means your browser should have saved the file to your Downloads folder).

Click here to be taken back to the TrendSheet Lite Setup page