Summary Transactions Report

Report Details

The Summary Transactions Report shows the following details for the selected parameters:

• Agent: This shows the agent name
• Address: This shows the deal address
• Close Date: This shows the deal's closing date
• Sell Price: This shows the deal's Sales Price
• Gross Commission: This shows the deal's gross commission
• Commission %: This shows the deal's commission %. If you have a dollar value for the commission, this will show you the Gross Commission as a percentage of the Sales Price
• Referrals: This shows the deal referrals, if any
• Pay Agents: This shows the total amount that goes to the agents on the deal
• Expenses: This shows all the expenses on the deal and company cards
• Net Office: This shows the Company NET amount for the deal

At the bottom for each group, you will see the average and total for that group:

The Overall Totals at the bottom of the report, give an overall summary of the entire report:

Report Parameters

You can create this report using the following parameters.

Time Period

You can choose between the following options:

• Today: This will show any deals that are closing today
• Yesterday: This will show any deals that closed yesterday
• Current Week: This will show any deals that close during the current week (Sunday - Saturday)
• Current Month: This will show any deals that close during the current month
• Current Quarter: This will show any deals that close during the current quarter
• Current Year: This will show any deals that close during the current year
• Last Week: This will show any deals that closed last week (Sunday - Saturday)
• Last Month: This will show any deals that closed last month
• Last Quarter: This will show any deals that closed during the last quarter
• Last Year: This will show any deals that closed last year
• Date Range: This lets you select a custom date range for the closing dates

Transaction Type

You can choose between deals with the following transaction types:

• Sale - Buyer
• Sale - Seller
• Rental - Tenant
• Rental - Owner
• Referral
  
  

Status

You can choose between deals with the following deal statuses:

Opportunity
Active
Pending
Closed
Processed
Cancelled

Deal Approval

You can choose between approved and unapproved deals.

Report Tagging

This lets you view deals that have tags.

Entity

This lets you view deals for a specific entity. You can choose between all the Profiles in your company and the company itself. If the selected entity is a Profile, the report will only show deals where the entity is the primary agent.

Division

This lets you view deals that are part of the selected office.

Grouping

This lets you choose how to group your report. You can group them by Type, Status, or both.

Updated January 02, 2024 23:54