📊 Navigating and Managing Your Transaction Reports
All of the information that is input into the Transaction Software is compiled into Transaction Reports for you to easily utilize. Use this feature to monitor real-time data, run detailed agent and company metrics, and manage user access across your office.
🏠 Accessing Your Transaction Reports
Go to your Reports tab on the left-hand side menu.
Select Transactions to open your Transaction Report Dashboard.
👤 For Agents: An Agent can view their own personal transaction reports by selecting My Transaction Reports.
📈 Dashboard Tab
The Transaction Report Dashboard is an overview for your company. This is all real-time data, so as your agents and transaction coordinators add transactions and listings to the system, the numbers on your screen populate automatically.
📊 View Performance: Multiple graphs help you see the overall culture of what is going on in your office regarding listings, transactions, and income.
🗓️ Filter Data: Filter all graphs and numbers by quarter, month, year, etc., by utilizing the drop-down filter function at the top of the page.
🔑 Manage Access: Select the +Access button in the upper right-hand corner to pull up a list of Admin users. Determine their access to this information by utilizing the drop-down menu next to their name.
📋 Overview Tab
The Transaction Overview Tab takes the information from the Dashboard graphs and puts it into a detailed view with exact dollar amounts and percentages spelled out for you.
🗓️ Filter Data: Utilize the same filter functions located at the top of the page.
🔑 Manage Access: Select the +Access button in the upper right-hand corner to choose who among the Admin in your office will have access to these reports.
📥 Export Reports: Utilize the Export feature located in the upper right-hand corner if you need to export these reports.
📄 Reports Tab
This tab takes the information from the Overview tab and breaks it down even further. You can run these reports on an agent basis or a company level, and filter each report individually when viewing it.
How to Run and Save a Report:
Locate the report you want to view on the Reports tab.
Select the three-dot action button associated with that report and select Run.
Select your desired filters for that particular report.
Select the Run button to generate the data.
💾 Save Frequent Reports: Select the Save option located next to the Run button on the report filter page. That report and its filters will then be saved under the Saved Reports tab for easy access.
📊 Report Summaries: A summary section is located at the bottom of every individual report.
📤 Share and Print: Use the options in the upper right-hand corner of every report to Print, Email, or Export.
🔄 Reset Filters: Easily select the filter option to redefine or reset your filters within the report.
📁 Saved Reports Tab
📂 Access Saved Reports: Here is where you will see all of your Saved Reports.
⏰ Schedule Delivery: If you have a Saved Report, you can schedule that report to run at certain intervals and automatically send out to certain individuals.
🔒 Restricting Access to Reports
If you are the Reports Admin (found in your Transaction Settings), you can restrict access to the Financials Dashboard and Overview tabs:
Go to your User Management tab on the left-hand side menu and select Users.
Select the person who you want to restrict access to.
On their Details tab, scroll down to the bottom of the Office Info section.
Select the edit button to edit the Transaction Reports Access.
Select which reports you want that person to have access to by utilizing the drop-down menu associated with that report.
Select the Finish button at the bottom of the screen.