This guide explains how to use the Agent Prospect Sourcing Report and Excel to filter agents associated with specific offices. The Agent Prospect Sourcing report UI doesn’t display office names, but exporting the report to Excel includes this information. By applying filters, you can efficiently identify agents tied to specific offices.
Step 1: Run the Agent Prospect Sourcing Report
Open the Prospect Sourcing tool.
Configure the search settings:
Show Results By: Agent
MLS/Board: Choose the most relevant MLS/Board. Avoid selecting multiple boards if the data overlaps.
Company Info: Leave blank.
Postal Code (Zip Codes): Enter the zip codes for the area you want to focus on.
3. Run the search.
Step 2: Export the Report
Once the search is complete, click the Export Results button to download the report as a CSV file.
Open the downloaded file in Excel.
Step 3: Apply Filters in Excel
Enable Filters:
In Excel, select the top row (usually contains column headers).
Go to the Data tab and click Filter (a small dropdown arrow will appear in each column header).
Filter by Office Name:
Locate the column labeled OfficeName in the Excel sheet.
Click the dropdown arrow in the OfficeName column header.
In the dropdown menu, use the Search Box to type part of the office name (e.g., “ABC Realty”) and check the relevant options.
Or scroll through the list and manually select the office name(s) you want to include.
(Optional) Refine Results:
If needed, use Excel formulas to create more specific filters. For example, use =LEFT(A2,10)="OfficeName" to filter names that start with specific text.
Once the filters are applied, the sheet will display only the agents associated with the selected office(s). You can now work with this filtered data or save it for future use. To remove filters, go to the Data tab and click Clear Filter. For large datasets, you can use pivot tables to analyze or summarize filtered data.