45 results found
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Make Reports Easier to Read
Whenever I download PDFs for reports to send out to agents, they are small and hard for them to read. An updated version of the reports where the PDF download is bigger would make it easier for everyone involved.
3 votes -
Vested Renewal Report (Including Personal Email Field)
In running a VR Associate report through CommandMC; (I would usually run that report to include their personal email) (since they do not use their KW email).. Unfortunately, the reporting functions filter / "Add" a column does not include a personal email option... only KW email. This would mean, I will need to look up all of the personal emails from CommandMC and manually add them to my downloaded report. Could we please add personal email to report selections. Thank you!
15 votesWe will have options for the Profit Share Renewal Report available for Transactions users before that process begins to ensure it is easy for you all.
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2 votes
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Need a report that gives a breakdown of everything in the "Outside Referral" box
I need a report that will give me a list of every item from the outside referral box of each DA in a certain period. It would include the transaction number, amount paid, and associated "Pay to" name for every line item. We use this box to collect B&O tax as well as outside referrals and we need to know how much of each type.
11 votes -
2 votes
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This Month Option for Birthdays & Anniversaries
I'd love to be able to select this month or next month as a time frame for the filters "Associate Birthdate Month", "Cap Anniversary Month," and "Royalty Anniv. Month." It would allow us to automate sending a birthday & anniversary report. Right now I have to manually go in to select the correct month so I cannot set up the scheduled report to email to staff.
6 votes -
Add License Number and Expiration Date Columns
We had adhoc reports for agents with license numbers and expiration dates. Please create one in command reports. Or add the option in reports for us to create our own report
12 votes -
Total Agent Count Roster in Standard Reports
We need the Total Agent Count report to be downloadable as an excel report. Our MLS and I am sure others is last name, first name and comparing the two as is currently not productive. Is this a change that could be made soon? Thanks
9 votes -
Make the CommandMC Reports dashboard refresh automatically on a daily or hourly basis
The CommandMC Reports dashboard data is not being refreshed daily. I would love if it would refresh in real time similar to command.
3 votes -
Easier Report Downloads
Can we just have a simple download like KWConnect used to? PDF and CVS/Excel options are still great. However, the amount of steps I have to go through to download one report is a huge time waste.
0 votes -
Associate DBA and Incorporation Name Report
It would be helpful to have the criteria in reports for Associate DBA Name and Incorporation Name. Also, to include address for Associate's Incorporation.
2 votes -
Add CO$ and Royalty Anniversary Date Column
Add the ability to see an associate's Company Dollar and Royalty cap reset dates as a column (row) option to Reports. This will help us see who is on the verge of resetting on their cap when we near month end, so that we can make adjustments to their CDAs as needed.
10 votes -
Multi-Year Trends in Standard Reports
I have used the report below for many years to access Agent reports. Please make sure there will be a way to retrieve the multiyear trend report in Command. (https://reports.kw.com/BOE/OpenDocument/1609122306/OpenDocument/opendoc/openDocument.faces?logonSuccessful=true&shareId=1)
15 votesWill be released 3/26
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Allow a filter in reports (even custom reports) that pulls the "agreement won" date.
We use "future business" as a celebration in our MC. As of now, we use tags to identify a new BBA or ESLA signed during a calendar month. It would be ideal for agents to put that date in the Opportunity and have a filter for that in the Reporting Applet to alleviate excess time for research on the Leadership side.
2 votes -
2 votes
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Associate paid as an inside referral
Associate paid as an inside referral. We pay the Productivity Coach as the inside referral and the closed reports do not have an option to filter on what the PC has been paid on.
4 votes -
Regional Progress Report
For Regional leadership, one aggregate report under the PROGRESS TAB, that shows the progress for the region as a whole and then the option to breakdown that progress by each market center. As of now, you would have to click through each market center.
10 votesCould you explain which metrics you would like to track progress for? The Month End Close tracker includes Totals for all Market Centers at the bottom, including for Agent Count, Gross, Net, Appointments, and Key Financial numbers.
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Remove Filters
I'd like to be able to choose which filters we can remove from a report. I know we can turn them off, but it would be nice and tidy to be able to remove them as an option if we know we are not going to use them.
2 votes -
DA List with Subtotals in Reports
I would love a DA equivalent in Standard Reports with subtotals (By Agent & Total.) We can accomplish this by exporting and subtotaling ourselves, and this is a request I receive FREQUENTLY from agents, especially at year-end.
Giving the subtotal option in the initial export would be a MASSIVE time-saver in our daily processes.
2 votes -
Add a Column to show the states an agent is licensed.
Adding a column that shows which states the agents are licensed in. Many in my MC are licensed in two states and sometimes one or both will lapse but we don't have a good way to communicate that to other MC Leaders.
3 votes
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