Switch Data, Split, and Report modes
Move between raw evidence, mixed review, and narrative presentation without confusing the recipient.
Fast read
Use the left sidebar or direct page link named in the guide, then check the visible page title before touching filters, sends, downloads, or billing buttons.
Open the final page, shared link, tracker link, embedded widget, or exported report in the same browser before treating the task as complete.
Copy the URL from the address bar, note the account email in Account Settings, take a screenshot, and include the last button you clicked.
Step-by-step
- Open the report and locate the mode controls near the report studio header.
- Click Data to inspect the underlying sale rows, dates, prices, unit labels, and sale-type context before editing narrative conclusions.
- Click Split when you need to compare source evidence on one side with the report page on the other side.
- Click Report before sending, screenshotting, printing, or sharing so you review the same clean client-facing canvas the recipient will see.
- After switching modes, wait for the page to repaint and scan the current section again. Mode changes can reveal different controls and evidence panels.
Mistakes to avoid
Sending a report before checking the exact Data, Split, or Report mode the recipient will open.
Changing filters or modes without checking the final rendered surface.
Assuming a highlighted, shared, or pinned item changed source truth instead of presentation or access.
Frequently asked questions
Start with account, URL, selected mode, filters, building or unit, date range, and recipient context. Most confusion comes from looking at the right data through the wrong workflow state.
Most controls change the view, filter, workflow state, access, or presentation layer. Source sale and unit records remain unchanged unless an admin data-sync or data-correction process explicitly updates them.
Open the final surface the client will see and verify that the key evidence, action, label, or next step is visible without needing you to narrate it separately.
Send the account email, URL, building or unit, saved search or report name, timestamp, screenshot, and the exact action you took immediately before the issue appeared.