Pre-Made Reports in Apto

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.


  • 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


  • 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


  • Call Metric Reports -- Call volumes
  • Proposals -- Delivered, by broker, by status, by month, by week
  • Listings with Offers


  • Pending Projects -- Projects (In Contract records) with incomplete milestones


  • Properties Without -- Address, City, Square Footage, State, Etc.



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