Membership Report

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The Membership Report lets you view any Organization(s) (and all associated Organization data) that members of your Brokerage are associated with. This will allow you to review important date(s), such as upcoming expiration dates, and licenses associated with members of your Team.

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It shows the following data:

  • Contact
  • Email
  • Category
  • Anniversary Date
  • Hire Date
  • Termination Date
  • Organization
  • Number
  • Expiration Date
  • Dues Responsibility
  • Type

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

Entity

This lets you view the details for a specific entity. You can choose between all the Profiles in your company and the company itself. 

Organization

This lets you choose between the different Organizations you have in your company. 

Contact Type

You can choose between deals with the following Contact types:

  • Customer
  • Vendor
  • Agent
  • Other

Status in Directory 

You can choose the following:

  • Active
  • Invited
  • Deleted
  • Suspended
  • Not Invited

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