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Add Associate Tags as Field to CommandMC Reports

Would like the ability to add tags to agents that correspond to job codes in AccountEdge so when we pull reports, we can see totals per job and pull reports per job instead of having to manually calculate.

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Rebecca Anne Mullen shared this idea  ·   ·  Report…  ·  Admin →
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  • Patricia Campbell commented  ·   ·  Report

    Using tags helps with so many things, reporting, top agents, business center tags

  • Chandra Graves commented  ·   ·  Report

    This would make easier as mentioned above for Coaching #s and Coaching agents etc. Thanks.

  • Anna Reiswig commented  ·   ·  Report

    On a monthly basis, I have 15 end of month reports I run using Associate Deductions to figure bonuses or income for certain programs and business centers. Without the ability to filter with Associate Tags, We are looking at sifting through over 1000 agents to manually select those with whom the tags apply. This would take us hours each month to run reports of this nature versus the quick Ad Hocs we used as workarounds in WinMORE that took 10 minutes max to run.

  • Terri Montgomery commented  ·   ·  Report

    This would make things a lot easier for certain reports we like to run!

  • Krista Ales commented  ·   ·  Report

    Yes, one of our market centers has a business center and per our business center agreement with KWRI we have to track the revenue and expenses for that business center separately. WinMore didn't have a great way to do this, but we found a workaround using the Box # and AdHoc reports. Currently there is no way to do this in Transactions, and we must be able to separate this production during our EOM process (reports may not even work since there is sometimes a 2 hour delay). It would be great to have a real time month end report before closing.

  • Anne Rosenberg commented  ·   ·  Report

    this is so needed for all as we grow with business centers and MAOs

  • Mikayla R. Barnes commented  ·   ·  Report

    This or something similar is needed in order to track business centers separately

  • Anna Reiswig commented  ·   ·  Report

    I would like to utilize Associate Tags to run certain reports each month. Previously, we could track business for different categories (business centers, coaching and mentor clients, recruiter reports) depending on the "Deduction" listed on their associate card even though we would zero out the deduction. We would like to utilize the Associate Tags for these but need to be able to to add this filter to our Custom Reports in KW Command Transactions.