In BoldTrail BackOffice you can build reports by slicing and dicing your back-office data. There are two types of reports:
Transactions
Allow you to build a report of your listings, active or closed sales, rentals, commercial deals, or any other type of real estate transaction.
Agents
Gain insight into your brokerage team efficiency, individual agent or team production, trends, company dollar contribution, and many other key performance indicators.
Learn more about how you can filter pre-listing status in a custom report.
How do I create a custom report?
To create a custom report, navigate to the Reports page in BoldTrail BackOffice.
Add a New Report: Click the 'Add Report' button to create a new report. The report will automatically appear under the 'Custom Report' heading.
Then, give it a title, click add filter or add column link, and include required filters andcolumns. Filters allow for inclusion or exclusion of relevant data, such as buyer representation or office contribution, based on specific reporting needs.
columns.
When all set, click Create.
Once the report is created, you can make it fullscreen or download by clicking the Export button. You can always make changes to the filters and columns selected using the Configure button.Reports can be exported in CSV format for external analysis and further formatting or distribution. Use this option for detailed evaluations and additional customizations outside the system.
To pull a report with a column/filter which is not available in the drop-down list, create additional fields. Once you add the required field to the transaction fields it will become available in the drop-down list.For example, when creating a 'JLee Net' report, set a filter for 'Representing' to display transactions involving buyer or seller representation, tailoring the data to specific requirements.Additionally, to further customize reports, access the 'Configure' menu in the top-right corner of the report screen, click 'Add Column,' and select desired columns to include specific details, such as 'Firm | ISA Lead.'
What do columns "sides", "office contribution", and "split contribution" mean?
The Sides column represents how much award allocation an agent represented on one side of a transaction. For example, if the brokerage represents the "listing" side of a transaction and there are two agents on that side splitting the commission 50/50, each agent would get 0.5 sides. If the agents split it 60/40, agent 1 gets 0.6 sides and agent 2 gets 0.4 sides. Sides are measured through award allocation.
The Split contribution column is the dollar amount the company receives from the "split" line only. It ignores everything else in the transaction besides the split.
The Office contribution column is the total dollar amount the company keeps after all exchanges of money between the company and agent. All deductions and splits paid to the company increase office contribution. Any "pre-commission" or "post-commission" deduction paid back to the agent reduces office contribution.