Detailed Transactions Report

Report Details

The Detailed Transactions Report shows the following details for each deal that matches the selected parameters:

• Client
• Agent: The primary agent on the deal
• Listing Date: The closing date for the deal
• Net Office: This shows the Company NET amount for the deal
• GCI: The Gross Commission for the deal
• Expenses: This shows all the expenses on the deal and company cards
• Income: This shows all the income on the deal and company cards
• Pay Agents: This shows the total amount that goes to the agents on the deal
• Referrals: This shows the deal referrals, if any
• Sell Price: This shows the Sales Price for the deal
• Source of Business: This shows the Source of Business for the deal
• Status: This shows the status of the deal
• Sub Source: This shows the sub source of the deal
• Type: This shows the deal type

Report Parameters

You can create the Detailed Transactions report using the parameters below.

Time Period

You can choose from 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

Here, you can select 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.

Updated January 03, 2024 00:15