Available Report Folders
Below is a snapshot of the most commonly used reports in each report folder. There are more available, so be sure to take a longer look around to familiarize yourself. As a note, all reports are customizable at the system administrator level and at the broker level, if the system administrator places the report in one of the following publicly available report folders.
Assignment
- Listings Report -- A report that displays listings over a period of time, their status and listing details.
- Marketing Update Report -- What is my marketing activity on all listings? Use to drill down to specific listings or specific marketing phases.
Back Office Reports
- Accounts Receivable and Payable
- Receivable by Broker
- Receivable by Company
- Receivable by Week
- Payable by Broker (Commissions Payable)
- Broker Net on Amount Received
- Invoices -- Paid QTD/YTD, Outstanding
- Other
- Estimated vs Actual Brokerage Net
Business Planning - Team
- Calls by Broker
- Commissions by Pipeline Stage
- My Team's Pipeline -- by Broker and by Stage
- My Team’s Closed Deals
Company Commission Accounting
- Various Commission Reports -- Processed, Collected, by Type
Comps
- Comp Analysis -- Cap rates, cash on cash, occupancy rates, etc.
- Lease Comps -- Lease expirations by date range
- Sales by Broker -- by calendar year (current and previous), by quarter
Database Administration
- # of (Insert Object) -- Properties, Companies, Contacts, Listings etc
My Commission Reports
- My Commissions Due
- My Commissions Not Processed
- My Effective Splits -- Payments with broker gross production and splits
- My Gross Production YTD -- Sum of amounts from payment vouchers related to the commission received YTD
Pipeline
- Call Metric Reports -- Call volumes
- Proposals -- Delivered, by broker, by status, by month, by week
- Listings with Offers
Projects
- Pending Projects -- Projects (In Contract records) with incomplete milestones
Property
- Properties Without -- Address, City, Square Footage, State, Etc.
