Filter Custom Transaction reports by individual agent names and see all users attached to each transaction. Useful for reviewing agent activity, preparing for 1:1s, or auditing transactions by team member.
How to add the Users column
Navigate to Reports > any of them Custom Reports > Configure
On the Columns block, click add column and select Users
Drag to order the columns at your convenience, then click Save
Report now displays a Users column showing all agents attached to each transaction.
How to filter by agent name
Within your report, click users · any, then select one or multiple users. After selection, report will show only transactions where selected agents are involved (regardless of their role).
When a transaction has several agents, names display as a comma-separated list.
If the list is too long, names truncate with a ▼ icon
Click ▼ to expand and see all names
Click ▲ to collapse back to compact view
Common scenarios
Prepare for an agent 1:1
Pull one agent's transaction history before a coaching conversation or performance review.
Open your standard transaction report (or create a custom one)
Click users · any
Select the agent and click Apply
Filter by closing date if needed
Review the filtered results
Compare workload across multiple agents
See transaction distribution across your team to identify who's overloaded or underutilized.
Go to Reports > Custom Reports
Click Configure, then on the Columns section add:
Users
Status
Closing date
Any other relevant columns
On the Filters block, click add filter and select Users
Select multiple agents you want to compare
Click Save
Sort by Users column to group transactions by agent
Export agent data
Generate a clean CSV of agent transactions for commission processing or external reporting.
Steps:
Go to the needed report within Reports > Custom Reports > Configure
Click add filter and select Users and Custom optional date
Click add column and add:
Users
Closing date
Address
Any other fields accounting needs
Click Save
Select the agents you need data for
Set the Custom optional date range to the reporting period
Click Export
CSV file with all agent names in a single cell, comma-separated. Ready to send to accounting.