Overview
The Agent Client Report is a detailed reflection of transactions on a user level, providing contact information and transaction counts for all users and contacts involved in transactions where the user is also a participant.
The Agent Pendings Detail report offers a snapshot of essential information related to pending transactions, including basic transaction details, sales volume, agent gross, and agent net. Similarly, the Agent Production Detail report showcases information about closed transactions, such as sales volume, agent gross, and agent net, providing insights into the user’s performance in successfully closed deals.
Both reports provide summarized totals for all transactions, making it easy to get a clear summary of the user’s performance.
Agent Pendings Detail Report
The Agent Pendings Detail report provides a detailed overview of pending transactions tailored for individual agents. It offers insights into pending transaction details specific to each agent, excluding office gross/net, and focusing solely on agent-relevant transaction information.
Report Data
Address: Full address of the transaction where the agent is listed.
Representing: Indicates whether the agent is representing the buyer, seller, or both sides of the transaction
Type: Specifies the type of transaction, such as residential or commercial.
Sides: Number of sides the agent is representing. The total is displayed at the bottom of the report.
Sales Volume: Sales volume of the individual transaction. The total is displayed at the bottom of the report.
Agent Gross: Agent gross for the individual transaction. The total is displayed at the bottom of the report.
Agent Net: Agent net for the individual transaction. The total is displayed at the bottom of the report.
Closing Date: Closing date for the individual transaction.
Filters
You can filter the report based on:
Agent: All agents or select agents from the list. This filter is displayed only if the user has "Can manage reports" permission.
Representing: Any, buyer, seller, or both.
Closing Date: Options include any, this month, last month, or a custom date range.
Type: Any transaction type or specific options listed for the brokerage.
Agent Production Detail Report
Overview
The Agent Production Detail report offers a comprehensive view of closed transactions specifically tailored for individual agents. It focuses solely on agent-relevant transaction details, excluding office gross/net information.
Report Data
Address: Full address of the transaction where the agent is listed.
Representing: Indicates whether the agent is representing the buyer, seller, or both sides of the transaction.
Type: Specifies the type of transaction, such as residential or commercial.
Sides: Number of sides the agent is representing. The total is displayed at the bottom of the report.
Sales Volume: Sales volume of the individual transaction. The total is displayed at the bottom of the report.
Agent Gross: Agent gross for the individual transaction. The total is displayed at the bottom of the report.
Agent Net: Agent net for the individual transaction. The total is displayed at the bottom of the report.
Closing Date: Closing date for the individual transaction.
Filters
You can filter the report based on:
Agent: All agents or select agents from the list. This filter is displayed only if the user has "Can manage reports" permission.
Representing: Any, buyer, seller, or both.
Closing Date: Options include any, this month, last month, year to date (YtD), or a custom date range.
Type: Any transaction type or specific options listed for the brokerage.
Agent Client Report Summary
Overview
The Agent Client Report provides detailed information about contacts associated with transactions, tailored for individual agents. It includes contact details and transaction-specific information for contacts listed as buyer or seller participants on at least one transaction.
Report Data
First Name: First name of the transaction participant (contact or user).
Last Name: Last name of the transaction participant (contact or user).
Email: Email of the transaction participant (contact or user).
Phone: Phone number of the transaction participant (contact or user).
Contact Role: Indicates if the client was a buyer, seller, or both on a transaction.
Transaction: Clickable number displaying how many transactions the client is listed under.
Transaction Address: Address of the transaction where the client is a buyer or seller participant.
Price: Price of the transaction being displayed.
Status: Status of the transaction being displayed.
Role: Role of the client on the transaction being displayed.
Important Date: Most recent important date associated with the transaction.
Filters
You can filter the report based on:
Status: All statuses, listing, pending, closed, closed this month, closed last month, closed year to date (YTD), or a custom date range.
Role: All roles, buyer, seller.