In this article we will review the report functionality available to Agents. There are two types of reports available for agents within SkySlope Books, Dashboards and Detailed Reports. Dashboard reporting is used to add widgets for tracking production, cap, etc. Detailed reporting is used to run traditional reports to view your Transactions and/or Financials.
Important:
- Agents must be assigned a custom role, created by the brokerage to allow them to access the reporting sections.
- Agents will only be able to run reports in SkySlope Books if an invite has been sent for their User Profile by the Broker/Admin.
- The data available to agents will depend on whether your brokerage is utilizing SkySlope Books for processing deals only or deals and invoices.
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- Check with your admin/broker if you are unsure which reporting is applicable for you.
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Dashboard Reporting
1. Log into SkySlope Books and confirm that you have your company selected in the Company dropdown
2. In the left navigation bar, select Reporting > Dashboard
3. Here, you can create a dashboard to add widgets to it.
4. Review the Types of Dashboard Widgets and Widget articles to learn more and get started setting up your customized Dashboard and Widgets!
Detailed Reports
There are two different types of detailed reports available to agents in SkySlope Books. Please note, the reports available to you are specific to the permissions set up by your admin/broker. If you aren't seeing reports available, please contact your admin/broker.
To learn more about detailed reports, please take a look at the following resources:
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