There are several types of Reports that you can run with your Back At You ClientBAY!
Each one of these reports are designed with their own specific purpose to assist you and your business.
To see what types of Reports you can run, select your Reports tab on your left hand side menu. You will see a section called Reports with the following Reports:
Lead Reports: Create reports based on Lead data.
To learn more about Lead Reports click here
Profile Report: Create reports based on visits to your Agent Profile online on your company and agent website.
To learn more about Website Profile Hits Report click
here
Property Reports: Create reports based on how many people are viewing your listings on your company and agent websites.
To learn more about Listing Reports click
here
Voice Reports: This Report Dashboard is available if you are utilizing our Back At You Voice Feature and will help you create reports based on that data.
To learn more about Back at You Voice Reports click here
Agent Reports: This Report Dashboard is available for those with Admin Access to the ClientBAY System.
To learn more about Agent Reports click here
Transaction Reports: If your company has FinancialBAY, there will be transaction reports available for you in the system. This could vary depending on how your company utilizes FinancialBAY. To see the reports you have access to, select the Report tab from the left hand side navigation menu and then select Transactions. The reports that load on your screen are the reports that you have the ability to run and save.
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Website Profile Hits Report
A Website Profile Hits Report is generated by the number of hits an agent has on their profile on the company website or on an agent's website. In a nutshell, how many times your About Me page is being visited. To run this report, select the Reports ...
Reports Manual - Transactions
Use CTRL+F to search for certain keywords to quickly find a report that will provide the necessary Filter or Column options. Filters/Columns in blue text are optional and can be added or removed from the report via filtering. Agents Transactions ...
Listing / Property Reports
You are able to create reports for your listings in the ClientBAY system. These reports are great for communicating with your buyer as well as for you get quick information about your Listing. To see the list of available reports that the system can ...
Back at You Voice Report
If you are utilizing our Back at You Voice feature, this report will be available for you to run. To run a Back at You Voice Report, go to your Reports tab on your left side menu and then select Voice. Here you will see several types of reports ...
ADMIN: Agent Reports
As Admin, you are able to run reports based on Agent Information. To access these reports, select your Reports tab on your left hand side menu and then select Agent Reports. This will open a screen where you will see all the types of Agent Reports ...