General Report Details

In this article, we'll review the various types of company-level General reports available in SkySlope Books and the data that will be included with each report type.

In this article, we will review:

• Generating a Report
• Types of General Reports
• View Sample Reports

Generating a Report

To begin generating a report:

1. In the left menu, navigate to Reporting. Then, go to the Detailed Reports section. 
2. In the upper right, click Create Report. 
3. Under company-level reports, select the category of report you want to generate (General Reports). Then select the type of General Report you want to generate:
   - Progress Reports
   - Product
   - Contact
   - Cap
   - Membership
4. You'll be able to use the following sections to select the data set you want to include in the report, such as date range, status and entity. As you complete each section, click Next.
5. Finally, click Run Report. 
   PRO TIP: To generate a report more quickly, click the and click Run Report. This allows you to bypass the editable filters you can customize before running the report.
   

Types of General Reports

With a wide variety of general reports available in SkySlope Books, we've listed the primary purpose for each report below, helping you determine which report you need with confidence. Reports with star icons ★ are the most commonly used reports in Books.

Product ★ - The Product report in SkySlope Books can generate a list of deals where a certain product/service was used. By default, this report is based on the closing date, but you can run it based on a different date if necessary. 

Contact - The Contact report can generate a spreadsheet with all the information you have stored for all contact types (customer, vendor, agent or other), such as email and mailing addresses.

Cap ★ - The Cap report provides essential insight into where your agents fall regarding their commission caps at the time when the report is generated.

Membership - The Membership report can be used to review key milestones and details for all brokerage contacts, such as anniversary date, organization and dues. Note: The Membership report searches based on the Anniversary Date listed in the Compliance section for the contact. Because of this, we recommend selecting "Last Year" for the time period.

Sample General Reports

Take a look at the attachment below to view sample reports of each General Report available in SkySlope Books.

• Sample General Reports - SkySlope Books.pdf200 KB

Updated May 28, 2024 20:17