Detailed Transactions Report

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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

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Report Parameters

You can create this report using the following parameters.

Time Period

You can choose between:

  • 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. 

Note: 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 division. 

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