Reports Overview

Reports Overview

πŸ“Š Unlocking Your ClientBAY Reports

Your Back At You ClientBAY platform is packed with powerful reporting tools. Each report is specifically designed to provide the insights you need to grow your business and track your success.

πŸ” How to Access Your Reports

To explore your data, simply navigate to the Reports tab on your left-hand side menu. From there, you can choose from the following specialized categories:

πŸ‘€ Lead Reports

🌐 Profile Reports

🏠 Property Reports

  • Purpose: See exactly how much traffic your listings are generating across your websites.

  • Best For: Providing sellers with proof of activity and adjusting your marketing strategy. 

  • πŸ”— Click here to learn more about Listing Reports

πŸ“ž Voice Reports

πŸ‘” Agent Reports

πŸ’° Transaction Reports

  • Purpose: If your company utilizes FinancialBAY, you can access detailed financial and deal data here.

  • How to Access: Select Reports βž” Transactions from the left-hand menu.

  • Note: Your available reports may vary depending on your company’s specific FinancialBAY configuration. 


πŸ’‘ Pro Tip: Regularly checking your Property Reports is a great way to keep your sellers informed and happy with your marketing efforts!



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