Reports Manual - Transactions

Reports Manual - Transactions

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Agents Transactions

Agent 1099 Detail

Filters

Order By: Close Date, Completion Date, Income
Use Current Year: Yes, No
Year
Agent (Single)
Quarters: 1st Quarter, 2nd Quarter, 3rd Quarter, 4th Quarter

Columns

Address
Side
Close Date
Agent Income
Gross Income
Transaction GCI
Company Income
Subtracted Trans. Fees
Agent Service Fees
1099 Amount

Agent 1099 Summary

Filters

Order By: Agent, Income
Use Current Year: Yes, No
Year
Quarters: 1st Quarter, 2nd Quarter, 3rd Quarter, 4th Quarter
Offices (Multiple)
Agents (Multiple)

Columns

Agent
Address
City
State
Zip
Tax ID
Income
Gross Income
Subtracted Trans. Fees
1099 Amount

Agent Cash Flow Projection

Filters

Order By: Trans. No, Side, Contract Date, Est Close Date, Days, Address, Listing Office Name, Buying Office Name, Seller Name, Buyer Name, Units, Volume, GCI, Adj. Gross, Agent Income, Payable Income
Date Range/Dates
Agent (Single)
SubType
Property Types: Residential, Commercial, Land, MultiFamily
Transaction Type

Columns

Trans.No.
Side
Contract Date
Est. Close Date
Days
Address
Seller
Buyer
Listing Office
Buying Office
Units
Volume
GCI
Adj. Gross
Agent Income
Payable Income

Agent Closed Volume

Filters

Date Range/Dates
Agent (Single)
Sides: In House, Our Buyer, Our Listing, Other Income

Columns

Trans. No.
Side
Address
Close Date
Trans. Volume
Trans. Comm. Amt.
Trans. Shared Inc.
Trans. Deduct.
Trans. Ref. Amt.
Trans. GCI
Agt. Comm. %
Agt. Units
Agt. Trans. GCI
Agent Adj. Gross Inc.
Split %
Agent Income

Agent Commission Basis - Income Detail

Filters

Show Co. $: Yes, No
Show Agent Income: Yes, No
Date Range/Dates
Agent (Single)

Columns

Close Date
Address
Side
Volume
GCI
Adj. Gross
Svc. Fee
Agent Income
Payable Income
Award %
Comm. %
Split %
Co. Inc.
Co. $
Plan Name
Plan Type
Comm. Basis

Agent Commission Plans

Filters

Order By: Agent, Commission Plan Name
Offices [Multiple]
Agents [Multiple]

Columns

Agent
Office
Birthday
Anniversary
Hire Date
Commission Plan
Last Split

Agent Commission Progress

Filters

Show Co. Income: Yes, No
Show Agent Income: Yes, No
Agent (Single)

Columns

Close Date
Address
Side
Volume
GCI
Adj. Gross
Company Income
Agent Income
Fees
Payable Income
Progress (Agent GCI)
Comm. %
Split %

Agent Fee List

Filters

Date Range/Dates
Fee Type: All Types, Transaction, Other
Agent Fee Type
Fee Status: All, Paid, Unpaid
Agent Status: All, Active, Inactive
Offices [Multiple]
Agents [Multiple]

Columns

Type
Side
Fee Type
Amount
Prorated
Amount Paid
Due Date
Paid Date
Status
Reference

Agent Ledger By Buyer/Seller Source

Filters

Order By: Agent, Property Type, Side, Contract Date, Close Date, Address, List Price, Sale Price, Listing Office Name, Buying Office Name, Seller Name, Buyer Name, Units, Sales Volume, Commission Percent, Agent Split Percent, Gross Income, Agent Income, Company Income, Hire Date
Use Date: Listing Active Date, Cancel Date, Close Date, Delete Date, Contract Date, Listing Withdrawn Date, Listing Expire Date, Last Status Change Date
Date Range/Dates
SubType
Show Co. $: Yes, No
Show Agent Income: Yes, No
Agents/Teams: Both, Agents Only, Teams Only
Offices (Multiple)
Agents (Multiple)
Teams (Multiple)
Property Types: Residential, Commercial, Land, MultiFamily
Transaction Type
Sides: In House, Our Buyer, Our Listing, Other Income
Status: Active Listing, Canceled, Closed, Deleted, Open/Pending, Withdrawn Listing, Expired Listing, Paid
Buyer/Seller Source

Columns

Agent
Hired
Type
Side
Contract Date
Close Date
Address
List Price
Sale Price
Listing/Buying Office
Seller/Buyer
Dash Source
Units
Volume
Comm. %
Split %
Trans. GCI
Agent Adj. Gross Inc.
Agent Income
Co. $

Agent Ledger Ranking

Filters

Order By: Name, Income, Income Rank, Total Units, Unit Rank, Sales Volume, Volume Rank, Total GCI, GCI Rank, Total Transaction GCI, Transaction GCI Rank, Co. $, Co. $ Rank, Hire Date
Use Date: Listing Active Date, Cancel Date, Close Date, Delete Date, Contract Date, Listing Withdrawn Date, Listing Expire Date, Last Status Change Date
Date Range/Dates
Agents/Teams: Both, Agents Only, Teams Only
Show Unranked Agents: Yes, No
Sides: In House, Our Buyer, Our Listing, Other Income
Status: Active Listing, Canceled, Closed, Deleted, Open/Pending, Withdrawn Listing, Expired Listing, Paid
Offices (Multiple)
Agents (Multiple)
Teams (Multiple)
Property Types: Residential, Commercial, Land, MultiFamily
Transaction Type

Columns

Agent
Hired
Avg. SA Split
Income
Inc Rank
Avg. Inc
Agent Gross Income
Agent Gross Income Rank
Transaction GCI
Transaction GCI Rank
Volume
Vol. Rank
Units
Unit Rank
Company Income
Co. Inc. Rank

Agent Listing Ranking

Filters

Order By: Name, New Listings, Volume, New Listings Rank, Volume, Hire Date
Date Range/Dates
Agents/Teams: Both, Agents Only, Teams Only
Offices (Multiple)
Agents (Multiple)
Teams (Multiple)
Status: Active Listing, Canceled, Closed, Deleted, Open/Pending, Withdrawn Listing, Expired Listing, Paid

Columns

Name
Hired
New Listings
Volume
New Listings Rank
Volume Rank

Agent Monthly Listing Analysis

Filters

Date Range/Dates
Agents/Teams: Both, Agents Only, Teams Only
Offices (Multiple)
Agents (Multiple)
Teams (Multiple)
Status: Active Listing, Canceled, Closed, Deleted, Open/Pending, Withdrawn Listing, Expired Listing, Paid
Property Types: Residential, Commercial, Land, MultiFamily
Transaction Type

Columns

Agent
Month-Year
Total

Agent Pending Detail

Filters

Order By: Property Type, Side, Contract Date, Est Close Date, Address, MLS #, Listing Office Name, Buying Office Name, Seller Name, Buyer Name, Sale Price, List Price, Days In Process, Days To Closing
Date Range/Est. Close Dates
Offices (Multiple)
Agents (Multiple)
Property Types: Residential, Commercial, Land, MultiFamily
Transaction Type
Sides: In House, Our Buyer, Our Listing, Other Income

Columns

Type
Side
Contract Date
Est. Close Date
Address
MLS #
Agent
Seller
Buyer
SalePrice
List Price
Days In Process
Days To Closing
Listing %
Buying %

Agent Performance Detail

Filters

Show GCI: Yes, No
Show All Active Listings: Yes, No
Show Opened: Yes, No
Date Range/Dates
Agent (Single)

Columns

MLS #
Seller/Buyer
Address
Volume
Units
List Date
Expire Date
GCI
Adj. Gross
Agent Income
Payable Income
Award %
Comm. %
Split %

Sections

New Listings
Active Listings
Expired Listings
Withdrawn Listings
List Side Opened
List Side Canceled
List Side Pending
List Side Closed
Buy Side Opened
Buy Side Canceled
Buy Side Pending
Buy Side Closed
Other Income Opened
Other Income Canceled
Other Income Pending
Other Income Closed

Agent Performance Goals

Filters

Year
Agent (Single)

Columns

Annual Goal
Monthly Goal
YTD
%

Sections

Living Expenses
Commission Earnings
Gross Commission Income
Average Sales Price
Commission Rate Per Sale
Average GCI Per Sale
Total Sales Closed
Listings Sold % of Sales
Listings Sold
% New Listings Sell and Close
New Listings
Buyers Sold - Closed % of Total Sales
Buyers Sold - Closed
15% Fall-Out Ratio
Total Buyers Sold - Open

Agent Performance Goals Multiple

Filters

Year
Offices (Multiple)
Agents (Multiple)

Columns

Agent
GCI Goal
YTD GCI
% of Goal
Avg SP Goal
YTD Avg SP
% of Goal
Comm Rate Goal
YTD Comm Rate
% of Goal
Closed Sales Goal
YTD Closed Sales
% of Goal
New Listings Goal
YTD New Listings
% of Goal
List Sold Goal
YTD List Sold
% of Goal
Buyers Sold Goal
YTD Buyers Sold
% of Goal
Buyers Open Goal
YTD Buyers Open
% of Goal

Agent Performance Summary

Filters

Date Range/Dates
Agent (Single)

Columns

Totals
30 Day Average

Rows

Written Business (Units)
Closed Business - Listing Side (Units)
Closed Business - Buying Side (Units)
Closed Business (Units)
Canceled Business (Units)
New Listings Taken (Units)
Written Business (Volume)
Closed Business (Volume)
New Listings Taken (Volume)
Income Earned
Income Projected

Agent Sales Ranking

Filters

Order By: Name, List Units, Buy Units, Total Units, Unit Rank, Listing Side Volume, Buying Side Volume, Sales Volume, Volume Rank, List GCI, Buy GCI, Total GCI, GCI Rank, Total Transaction GCI, Transaction GCI Rank, Co. $, Co. $ Rank, Hire Date
Use Date: Close Date, Listing Active Date, Cancel Date, Delete Date, Contract Date, Listing Withdrawn Date, Listing Expire Date, Last Status Change Date
Date Range/Dates
Agents/Teams: Both, Agents Only, Teams Only
Show Unranked Agents: Yes, No
Sides: In House, Our Buyer, Our Listing, Other Income
Transaction Type
Status: Active Listing, Canceled, Closed, Deleted, Open/Pending, Withdrawn Listing, Expired Listing, Paid
Offices (Multiple)
Agents (Multiple)
Teams (Multiple)

Columns

Name [Team/Agent]
Hired
List Units
Buy Units
Total Units
Rank
Listing Volume
Buying Volume
Sales Volume
Avg. Sales Price
Rank
List Gross Income
Buy Gross Income
Total Gross Income
Rank
Transaction GCI
Commission %
Rank
Co. $
Rank

Agent Service Fee Plan Detail

Must have Service Fee Plans enabled in Transaction Settings for report to be accessible.

Filters

Order By: Agent, Close Date, Address, Sales Volume, Agent Income
Use Date: Listing Active Date, Cancel Date, Close Date, Completion Date, Delete Date, Contract Date, Listing Withdrawn Date, Listing Expire Date, Last Status Change Date, Listing Process Date, Contract Process Date
Date Range/Dates
Show Co $: Yes, No
Show Agent Income: Yes, No
Show Breakdown For: All, Agent, Company, Transaction
Agents/Teams: Both, Agents Only, Teams Only
SubType
Offices (Multiple)
Agents (Multiple)
Teams (Multiple)
Property Types: Residential, Commerical, Land, MultiFamily
Transaction Type
Sides: In House, Our Buyer, Our Listing, Other Income
Status: Active Listing, Canceled, Closed, Deleted, Open/Pending, Withdrawn Listing, Expired Listing, Paid
Buyer/Seller Source

Columns

Agent
Side
Close Date
Address
Volume
Trans. GCI
Adj. Gross Inc.
Agent Income
Co. $
Franchise Fee %
Royalty Fee %

Agent Transaction Detail

Filters

Date Range/Dates
Side: Both, Listing, Buying
Agent (Single)

Columns

MLS #
Side
Seller/Buyer
Seller/Buyer Email
Seller/Buyer Phone
Address
City
Zip
Sale Price
Close Date

Agent Transaction Ledger

Filters

Order By: Agent, Property Type, Side, Contract Date, Close Date, Completion Date, Address, List Price, Sale Price, Office Name, Seller Name, Buyer Name, Units, Sales Volume, Commission Percent, Agent Split Percent, Gross Income, Agent Income, Company Income, Hire Date, Listing Process Date, Contract Process Date
Use Date: Listing Active Date, Cancel Date, Close Date, Completion Date, Delete Date, Contract Date, Listing Withdrawn Date, Listing Expire Date, Last Status Change Date, Listing Process Date, Contract Process Date
Date Range/Dates
Show Co. $: Yes, No
Show Agent Income: Yes, No
Agents/Teams: Both, Agents Only, Teams Only
SubType
Offices (Multiple)
Agents (Multiple)
Teams (Multiple)
Property Types: Residential, Commerical, Land, MultiFamily
Transaction Type
Sides: In House, Our Buyer, Our Listing, Other Income
Status: Active Listing, Canceled, Closed, Deleted, Open/Pending, Withdrawn Listing, Expired Listing, Paid
Buyer/Seller Source

Columns

Agent
Email
Hired
Type
Side
Filter Date
Contract Date
Close Date
Completion Date
Address
List Price
Sale Price
Office
Seller/Buyer
Units
Volume
Comm. %
Trans. GCI
Agent Adj. Gross Inc.
Agent Income
Transaction Fees
Payable Income
Co. $

Agent Transaction Log

Filters

Order By: Agent, Close Date, Address
Date Range/Dates
Offices (Multiple)
Agents (Multiple)
Transaction Type

Columns

MLSID
ML Number
Address
City
State
Zip
Buyer/Seller
Client Name
Close Date
Agent Name

Income/Bonus Detail

Filters

Date Range/Dates
Shared/Unshared: All, Shared, Unshared, Split
Offices (Multiple)
Agents (Multiple)
Sides: In House, Our Buyer, Our Listing, Other Income
Types

Columns

Closed
Address
Primary Agent
Type
Amount
Shared/ Unshared
Amount Shared
Amount Unshared
Special Instructions

Sections

Types Count
Detail

Listing Production Detail

Filters

Date Range/Listing Dates
Agent (Single)
Property Types: Residential, Commercial, Land, MultiFamily
Transaction Type
Status: Active Listing, Canceled, Closed, Deleted, Open/Pending, Withdrawn Listing, Expired Listing, Paid

Columns

Status
MLS Number
Address
Orig. List Price
List Price
SalePrice
List Date
Expire Date
Est. Close Date
Close Date
DOM
Area
Sq Feet
Pool
List Comm. %
Buy Comm. %

Pending AND Closed Production

Filters

Date Range/Dates
Sides: In House, Our Buyer, Our Listing, Other Income
Offices (Multiple)
Agents (Multiple)

Columns

Closed Production
Pending Production
Agent
List Units
List Vol.
Sales Units
Sales Vol.
Total Units
Total Vol.
Agent Inc.
Co. Inc.

Production Summary by Agent

Filters

Date Range/Dates
Agent Status: All, Active, Inactive
Show Agent Income: Yes, No
Offices:
Agents:
Property Types:
Transaction Type:
Sides:

Columns

Agent
Volume
Units
Transaction GCI
Service Fee 1:
Service Fee Income:
Service Fee Total:
Other Fees Income
Agent Income
Company Income



Recruited By Detail

Must have the following fields filled out on the recruited Agent's Profile: Hire Date, Recruited By

Filters

Date Range/Dates
Agent Status: All, Active, Inactive
Show Agent Income: Yes, No
Agent (Single)
Property Types: Residential, Commerical, Land, MultiFamily
Transaction Type
Sides: In House, Our Buyer, Our Listing, Other Income

Columns

Trans No.
Contract Date
Close Date
Address
Units
Volume
Adj. Gross Inc.
Transaction GCI
Agent Income
Company Inc.

Recruited By Summary

Filters

Date Range/Dates
Sides: In House, Our Buyer, Our Listing, Other Income
Offices (Multiple)
Recruited Agents (Multiple)

Columns

Agent
Units
Volume
Adj. Gross Inc.
Transaction GCI
Agent Income
Co. Income

Sub-Agent Total Production Summary

Filters

Date Range/Dates
Agent Status: All, Active, Inactive
Agents (Multiple)
Property Types: Residential, Commerical, Land, MultiFamily
Transaction Type

Columns

Trans No.
Contract Date
Close Date
Address
Parent Units
Parent Volume
Parent Agent GCI
Agent Income
% GCI

Team Production Summary

Filters

Date Range/Dates
Team (Single)
Property Types: Residential, Commerical, Land, MultiFamily
Transaction Type
Sides: In House, Our Buyer, Our Listing, Other Income

Columns

Trans No.
Side
Contract Date
Close Date
Address
Units
Volume
Gross Income
Agent Income
Worked On
Generated

Total Production Summary

Filters

Date Range/Dates
Agent Status: All, Active, Inactive
Show Agent Income: Yes, No
Offices (Multiple)
Agents (Multiple)
Property Types: Residential, Commerical, Land, MultiFamily
Transaction Type
Sides: In House, Our Buyer, Our Listing, Other Income

Columns

Trans No.
Contract Date
Close Date
Address
Units
Volume
Adj. Gross Inc.
Transaction GCI
Agent Income

Production

Accounting Report

Filters

Order By: Check Date, Total Amount, Close Date, Address
Resolved By: All, Check, Nacha, QuickBooks
Date Range/Dates
Offices (Multiple)
Agents (Multiple)
Status: Paid, Pending

Columns

ID
User
Resolved By
Status
Transaction #
First Name
Last Name
Company
Close Date
Address
Amount
Check Number
Check Date
Notified

Agent Commission Payments

Filters

Order By: Side, Contract Date, Close Date, Est Close Date, Address, Sale Price
Use Date: Close Date, Est Close Date, Contract Date
Date Range/Dates
SubType
Status: Active Listing, Canceled, Closed, Deleted, Open/Pending, Withdrawn Listing, Expired Listing, Paid
Offices (Multiple)
Managers (Multiple)
Agents (Multiple)
Property Types: Residential, Commerical, Land, MultiFamily
Transaction Type
Sides: In House, Our Buyer, Our Listing, Other Income
Buyer/Seller Source

Columns

Side
Listing Agent
Buying Agent
Address
Sale Price
Commission Amount
Office Gross
Company Income
Company Dollar
Agent Income

Business History

Filters

Use Date: Listing Active Date, Cancel Date, Close Date, Completion Date, Contract Date, Listing Withdrawn Date, Listing Expire Date, Last Status Change Date
Date Range/Dates
Offices (Multiple)
Property Types: Residential, Commerical, Land, MultiFamily
Transaction Type
Sides: In House, Our Buyer, Our Listing, Other Income
Status: Active Listing, Canceled, Closed, Paid, Open/Pending, Withdrawn Listing, Expired Listing

Columns

Period
Count
List Units
Buy Units
Total Units
List Volume
Buy Volume
Other Income Volume
Total Volume
Total Comm. Amt.
Referral Fees
Total GCI
Total Adj. Co. $
Unshared Inc.
Total Co. $

Business History By Department

Filters

Use Date: Listing Active Date, Cancel Date, Close Date, Completion Date, Delete Date, Contract Date, Listing Withdrawn Date, Listing Expire Date, Last Status Change Date
Date Range/Dates
Offices (Multiple)
Property Types: Residential, Commerical, Land, MultiFamily
Transaction Type
Sides: In House, Our Buyer, Our Listing, Other Income
Status: Active Listing, Canceled, Closed, Paid, Open/Pending, Withdrawn Listing, Expired Listing

Columns

Period
Dept.
List Units
Buy Units
Total Units
List Volume
Buy Volume
Other Income Volume
Total Volume
Total Comm. Amt.
Referral Fees
Total GCI
Total Adj. Co. $
Unshared Inc.
Total Co. $

Cash Flow Projection

Filters

Order By: Property Type, Side, Contract Date, Est Close Date, Address, MLS #, Listing Office Name, Buying Office Name, Seller Name, Buyer Name, Units, List Price, GCI, Co. $, Non-Co. $
Use Date: Est Close Date, Contract Date
Date Range/Dates
Offices (Multiple)
Property Types: Residential, Commerical, Land, MultiFamily
Transaction Type

Columns

Trans.No.
Type
Side
Contract Date
Est. Close Date
Address
MLS #
Listing Agent
Buying Agent
Listing Office
Buying Office
Seller
Buyer
Units
List Price
Sale Price
GCI
Agent Service Fee
Non-Co. $
Co. $
Total Cash

Closings Pending

Filters

Order By: Property Type, Side, Contract Date, Est Close Date, Address, MLS #, Listing Office Name, Buying Office Name, Seller Name, Buyer Name, Units, List Price, Days In Process, Days To Closing
Date Range/Dates
Status: Active Listing, Open/Pending, Pending Open
Offices (Multiple)
Agents (Multiple)
Property Types: Residential, Commerical, Land, MultiFamily
Transaction Type
Sides: In House, Our Buyer, Our Listing, Other Income

Columns

Type
Side
Contract Date
Est. Close Date
Address
MLS #
Listing Office
Buying Office
Seller
Buyer
Units
List Price
Days In Process
Days To Closing

Closings Pending By Agent

Filters

Order By: Property Type, Side, Contract Date, Est Close Date, Address, MLS #, Seller Name, Buyer Name, List Price, Days In Process, Days To Closing
Date Range/Dates
Status: Active Listing, Open/Pending, Pending Open
Offices (Multiple)
Agents (Multiple)
Property Types: Residential, Commerical, Land, MultiFamily
Transaction Type
Sides: In House, Our Buyer, Our Listing, Other Income

Columns

Type
Side
Contract Date
Est. Close Date
Address
MLS #
Listing Agent
Buying Agent
Seller
Buyer
SalePrice
List Price
Days In Process
Days To Closing
Listing %
Buying %

Company Fees

Filters

Order By: Property Type, Side, Contract Date, Close Date, Address, MLS #, Seller Name, Buyer Name, Fee Date
Use Date: Listing Active Date, Cancel Date, Close Date, Delete Date, Fee Date, Contract Date, Listing Withdrawn Date, Listing Expire Date, Last Status Change Date
Date Range/Dates
SubType
Fee Type
Offices (Multiple)
Agents (Multiple)
Property Types: Residential, Commerical, Land, MultiFamily
Transaction Type
Sides: In House, Our Buyer, Our Listing, Other Income
Status: Active Listing, Canceled, Closed, Deleted, Open/Pending, Withdrawn Listing, Expired Listing, Paid

Columns

Type
Side
Contract Date
Close Date
Address
MLS #
Listing Agent
Buying Agent
Seller
Buyer
Amount
Reference
Date
Type

Contract Production

Filters

Order By: Open Date, Contract Date, Est Close Date, Property Type, Side, Address, MLS #, List Price, Days In Process, Days To Closing
Date Range/Dates
Offices (Multiple)
Agents (Multiple)
Property Types: Residential, Commerical, Land, MultiFamily
Transaction Type
Sides: In House, Our Buyer, Our Listing, Other Income

Columns

Open Date
Contract Date
Est. Close Date
Type
Side
Address
MLS #
Listing Agent
Buying Agent
Seller
Buyer
SalePrice
List Price

Deal Service Fee Detail

Filters

Use Date: Cancel Date, Close Date, Delete Date, Contract Date, Listing Withdrawn Date, Listing Expire Date, Last Status Change Date
Date Range/Dates
SubType
Exclude Non-Selected Offices For In House: Yes, No
Offices (Multiple)
Agents (Multiple)
Property Types: Residential, Commerical, Land, MultiFamily
Transaction Type
Sides: In House, Our Buyer, Our Listing, Other Income
Status: Active Listing, Canceled, Closed, Deleted, Open/Pending, Withdrawn Listing, Expired Listing, Paid

Columns

Trans. No.
Side
PropertyType
Closed
Address
Volume
%
Sale Price
Agent Inc.
Total Gross
Co. $
GCI
(L) Service Fee
(L) Service Fee Agents
(L) Service Fee Company
(L) Service Fee Referrals
(L) Service Fee Income
(B) Service Fee
(B) Service Fee Agents
(B) Service Fee Company
(B) Service Fee Referrals
(B) Service Fee Income
Total Service Fees

Deposits

Filters

Order By: Property Type, Side, Contract Date, Close Date, Address, MLS #, Listing Office Name, Buying Office Name, Seller Name, Buyer Name
Use Date: Listing Active Date, Cancel Date, Close Date, Delete Date, Contract Date, Listing Withdrawn Date, Listing Expire Date, Last Status Change Date, Deposit Date, Date Added, Date Deposited
Date Range/Dates
SubType
Deposit Types
Payment
Refundable?: Yes, No
Savings or Checking?: Checking, Savings
Offices (Multiple)
Agents (Multiple)
Property Types: Residential, Commerical, Land, MultiFamily
Transaction Type
Sides: In House, Our Buyer, Our Listing, Other Income
Status: Active Listing, Canceled, Closed, Deleted, Open/Pending, Withdrawn Listing, Expired Listing, Paid

Columns

Type
Side
Contract Date
Close Date
Address
MLS #
Listing Office
Listing Agent
Buying Office
Buying Agent
Seller
Buyer
Deposit Amt.
Reference
Deposit Date
Payee
Deposit Type
Date Added
Date Deposited
Payment
Refundable?
Savings or Checking?

Listing Inventory

Filters

Order By: Property Type, MLS #, Area, Address, Beds, Baths, Year Built, Sq Feet, Agent, List Date, List Price
Use Date: Add Date, Update Date
Date Range/Dates
Transaction Status: Active Listing, Canceled, Closed, Paid, Deleted, Open/Pending, Withdrawn Listing, Expired Listing
Offices (Multiple)
Agents (Multiple)
Property Types: Residential, Commerical, Land, MultiFamily

Columns

Property Type
MLS #
Status
Area
Address
Beds
Baths
Year Built
Sq Feet
Agent
List Date
DOM
List Price

Listing Production Detail

Filters

Date Range/Dates
Offices (Multiple)
Property Types: Residential, Commerical, Land, MultiFamily
Transaction Type
Status: Active Listing, Canceled, Closed, Deleted, Open/Pending, Withdrawn Listing, Expired Listing, Paid

Columns

Status
MLS Number
Address
Orig. List Price
List Price
SalePrice
List Date
Expire Date
Est. Close Date
Close Date
DOM
Area
Sq Feet
Pool
List Comm. %
Buy Comm. %

Listing Productivity

Filters

Date Range/Dates
Offices (Multiple)
Property Types: Residential, Commerical, Land, MultiFamily
Transaction Type

Columns

Land
Residential
Commercial
MultiFamily
Totals

Rows

Units New
Units Canceled
Units Closed
Units Deleted
Units Opened
Units Withdrawn
Units Expired
Volume New
Volume Canceled
Volume Closed
Volume Deleted
Volume Opened
Volume Withdrawn
Volume Expired

Listings Expired

Filters

Order By: Property Type, Side, Address, MLS #, Listing Office Name, Buying Office Name, Seller Name, Listing Active Date, Listing Expire Date, DOM, Com %, List Price
Date Range/Dates
Offices (Multiple)
Agents (Multiple)
Property Types: Residential, Commerical, Land, MultiFamily
Transaction Type

Columns

Type
Side
Address
MLS #
Listing Office
Buying Office
Seller
Agent
List Date
Exp. Date
DOM
COM %
List Price

Monthly Business Journal

Filters

Use Date: Listing Active Date, Cancel Date, Close Date, Completion Date, Delete Date, Contract Date, Listing Withdrawn Date, Listing Expire Date, Last Status Change Date
Date Range/Dates
SubType
Exclude Non-Selected Offices For In House: Yes, No
Offices (Multiple)
Property Types: Residential, Commerical, Land, MultiFamily
Transaction Type
Sides: In House, Our Buyer, Our Listing, Other Income
Status: Active Listing, Canceled, Closed, Deleted, Open/Pending, Withdrawn Listing, Expired Listing, Paid

Columns

Trans. No.
Side
PropertyType
Address
Closed
Completed
Volume
%
Total Gross Comm.
Buying Gross Comm.
Listing Gross Comm.
Referrals
GCI
Adj. GCI
Total Service Fees
Agent Comm.
Co. $

Referral Detail

Filters

Order By: Referral Name, Transaction Number, Transaction Street Address
Date Range/Dates
Referral Type
Select Status: Closed, Active, Pending, Canceled, Deleted, Withdrawn
Offices (Multiple)

Columns

Trans. Number
Close Date
Company
Side
Agent
Address
Amount
Service Fees
Co. $

Referral Summary

Filters 

Date Range/Dates
Referral Type
Select Status: Closed, Active, Pending, Canceled, Deleted, Withdrawn
Offices (Multiple)

Columns

Referral Company
Count
Amount
Service Fees
Co. $
% of Total

Sales Production Detail

Filters

Use Date: Listing Active Date, Cancel Date, Close Date, Delete Date, Contract Date, Listing Withdrawn Date, Listing Expire Date, Last Status Change Date
Date Range/Dates
SubType
Offices (Multiple)
Property Types: Residential, Commerical, Land, MultiFamily
Transaction Type
Sides: In House, Our Buyer, Our Listing, Other Income

Columns

Side
Trans. No.
Contract Date
Close Date
Sale Price
Units
Volume
Com % L/B
Other Shared
Other Unshared
Office Gross
Referrals
Total Svc Fee
List Agt Com.
Buy Agt Com.
Co. $
Non Co. $
Net Co. $

Summary By Property Code

Filters

Date Range/Dates
Offices (Multiple)

Columns

Name
Count
Volume
Gross
Outside Payment
Net Comm.
Agent Income
Agent Liability
Office Net
% of Count

Rows

Commercial
Total
Residential
Total
Grand Total

Transaction Ledger

Filters

Order By: Property Type, Side, Contract Date, Close Date, Completion Date, Days To Close, Address, MLS #, Listing Office Name, Buying Office Name, Seller Name, Buyer Name, Units, Commission Percent, List Price, Sale Price, Sale As Percent Of List
Use Date: Listing Active Date, Cancel Date, Close Date, Completion Date, Delete Date, Contract Date, Listing Withdrawn Date, Listing Expire Date, Last Status Change Date, Listing Process Date, Contract Process Date
Date Range/Dates
SubType
Offices (Multiple)
Managers (Multiple)
Agents (Multiple)
Property Types: Residential, Commerical, Land, MultiFamily
Transaction Type
Sides: In House, Our Buyer, Our Listing, Other Income
Status: Active Listing, Canceled, Closed, Deleted, Open/Pending, Withdrawn Listing, Expired Listing, Paid
Buyer/Seller Source
Having Fee Type

Columns

Type
Side
Filter Date
Contract Date
Close Date
Completion Date
Close Days
Address
MLS #
Listing Office
Listing Agent
Buying Office
Buying Agent
Seller
Buyer
Units
COM %
List Price
Sale Price
% of List
Gross
Transaction Fees
Agent Net
Co. $

Transactions From Leads

Filters

Order By: Property Type, Contract Date, Close Date, Days To Close, Days To Contract, Address, Source Name, Seller Name, Buyer Name, Commission Percent, List Price, Sale Price, Gross Income, Co. $
Use Date: Close Date, Contract Date
Date Range/Dates
SubType
Offices (Multiple)
Agents (Multiple)
Property Types: Residential, Commerical, Land, MultiFamily
Transaction Type
Sides: In House, Our Buyer, Our Listing, Other Income
Status: Active Listing, Canceled, Closed, Deleted, Open/Pending, Withdrawn Listing, Expired Listing, Paid
Lead Source
Buyer/Seller Source

Columns

Type
Side
Contract Date
Close Date
Days To Contract
Days To Close
Address
Source Name
Listing Agent
Buying Agent
Seller
Buyer
COM %
List Price
Sale Price
Gross
Co. $

Yearly Trendline

Filters

Year 1
Year 2
Use Date: Close Date, Active Date, Open Date, Canceled Date, Withdrawn Date
Offices (Multiple)

Columns

Jan-22
Feb-22
Mar-22
Apr-22
May-22
Jun-22
Jul-22
Aug-22
Sep-22
Oct-22
Nov-22
Dec-22
Total

Statistical

Agent Year Over Year Comparison

Filters

Use GCI: Agent Adj. Gross Inc., Transaction GCI
Date Range
Agents/Teams: Both, Agents Only, Teams Only
Offices (Multiple)
Agents (Multiple)
Teams (Multiple)

Columns

Agent/Team
Period 1 GCI
Period 2 GCI
Difference
Period 1 VS. Period 2
Period 1 Units
Period 2 Units
Difference
Period 1 VS. Period 2
Pending

Lagging Indicators By Agent

Filters

Indicator: Closed Volume, Average Price, Average Commission, Average GCI
Year 1
Year 2
From
To
Agents (Multiple)
Sides: In House, Our Buyer, Our Listing, Other Income

Columns

Agent
2022 Monthly
2021 Monthly
Difference
% Difference
2022 Yearly
2021 Yearly
Difference
% Difference

Lagging Indicators By Office

Filters

Indicator: Closed Volume, Average Price, Average Commission, Average GCI
Year 1
Year 2
From
To
Offices (Multiple)
Sides: In House, Our Buyer, Our Listing, Other Income

Columns

Office
2022 Monthly
2021 Monthly
Difference
% Difference
2022 Yearly
2021 Yearly
Difference
% Difference

Leading Indicators By Agent

Filters

Indicator: Closed Volume, Average Price, Average Commission, Average GCI
Year 1
Year 2
From
To
Agents (Multiple) 

Columns

Agent
2022 Monthly Avg.
2021 Monthly Avg.
Difference
% Difference
2022 Total
2021 Total
Difference
% Difference

Leading Indicators By Office

Filters

Indicator: Closed Volume, Average Price, Average Commission, Average GCI
Year 1
Year 2
From
To
Offices (Multiple)

Columns

Office
2022 Monthly Avg.
2021 Monthly Avg.
Difference
% Difference
2022 Total
2021 Total
Difference
% Difference

Referral Breakdown By Office

Filters

Date Range/Dates
Referral Type
Offices (Multiple)

Columns

Office
Month-Year
Total
%

Transaction Fee Breakdown By Office

Filters

Date Range/Dates
Agent Fee Type
Offices (Multiple) 

Columns

Office
Month-Year
Total
%

Vendor Usage By Vendor Contact

Filters

Date Range/Dates
Vendor Type: All Types, Other, Mortgage, Title, Warranty
Side: Both, Listing, Buying
Offices (Multiple)  

Columns

Office 1 Count/Volume
Office 2 Count/Volume
Office 3 Count/Volume
Total
%

Vendor Usage By Vendor Name

Filters

Date Range/Dates
Vendor Type: All Types, Other, Mortgage, Title, Warranty
Side: Both, Listing, Buying
Offices (Multiple)  

Columns

Office 1 Count/Volume
Office 2 Count/Volume
Office 3 Count/Volume
Total
%

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