Allow Custom Date Ranges for Reports Results
In "Reports / Reports" Allow the option to choose a custom range of dates, or rolling 12 mo, 6mo, etc! This has caused several agents and teams some grief when trying to generate specific reports.
AdminTrisha Lindahl
(Admin, Keller Williams Realty)
shared this idea
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LABS Team
commented
As the PC, I want agents to simplify their tracking methods. I have added all PC agents to the PC team in Command and they are reporting their numbers daily. However, they are unable to see exactly what they've reported in the past. They can see the current week, which I assume is Sunday-Saturday? However that isn't even clearly stated. As the team leader, I can see totals per pre-determined week, however I cannot adjust the reporting period. Now that BOLD is started my agents that are in BOLD need to know their numbers from Tuesday - Monday. This is impossible in the current tracking method on Command. I would love to see some more flexibility for reporting and viewing past activity for all team agents and team leader. I also think that ALL agents, including independent agents, should have access to tracking their activity.
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LABS Team
commented
Could we have a Weekly & Daily Breakdown for the Goal section and Customization to create Meetings/Open House and/or other Categories as we'd like to track participation.