Allow Export of Associates Table
Add the ability to export to CSV and PDF the Associates Tab. We would be able to export a Top Down Report with agent's email and phone number. Great for targeting the roster based on production level.
Danielle Veneau
shared this idea
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Schuyler Borg
commented
This would be a massive help!
Market Center leadership needs the ability to easily export Smart Views from the Associates applet in CommandMC into Excel, CSV, or PDF format. Currently, pulling a complete and accurate roster for our MC use cases requires combining multiple separate reports, cleaning and merging the data manually, and repeating that tedious process every month. This makes it nearly impossible to maintain up-to-date, reliable information for all agents especially with constant turnover and new hires.
Having the option to export Smart Views directly would save Market Centers significant time and improve accuracy across every system we use. Our teams depend on this data for communication, agent recognition and retention efforts, as well as for managing third-party tools and platforms and internally built MC tracking systems.
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Katie Ord
commented
Being able to export this list would be incredibly valuable for us, specifically for increase our retention.
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Megan Buyer
commented
We have to reconcile our agent roster for our Region monthly, and not being able to pull an associate roster by status is VERY tedious. Not to mention we can't figure out how the Total Count PDF is even sorted to begin comparing. Being able to export to Excel/CSV would be SO HELPFUL!