39 results found
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Vendor List Export Option - Would like the ability to export the vendor list as a spreadsheet or csv
Would like the ability to export the current vendor list as a spreadsheet or csv file.
3 votes -
Activity Report and EOM Reports to export to Google Sheets
Would love if we were able to integrate Google Drive so we could have the ability to export a report directly to Google Sheets to save a copy/paste - import step.
20 votes -
A report of agents' production before joining KW and after
We want an easy way to see if their production is up since they have joined our office. This would be a great tool for recruiting as well.
3 votes -
Excel import reports
That the currencies are separated into two different columns and also "sale" or "rent" are separated into different columns when imported in excel sheet
1 vote -
Simple Report Options in Command MC
When I was at Family Reunion this year, I spent some time at the Command MC area and we tried to get certain reports created but were unable to, so they asked me to submit a request.
Please add the option to use the agent's personal email to all reports, many agents do not use their KW email. Or can you create a report with the following parameters: Agent Name, Personal Email, Production, Time Frame. Cheers Nate
5 votes -
Expanded filters in Dials, answered, appointments held and set
Our market center is trying to use CommandMC as our main CRM. As a staff, we completed monthly care calls to our associates. We track who is completing their dials and notes on the agents. As of right now, I can not see if our associates are receiving dials as it lumps recruits & associates together AND I cannot see who completed the dial.
I would like to be able to see this information in a report AND even better would be able to have a dashboard where I can see which staff are in the lead and gamify their…
2 votes -
5 votes
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3 votes
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Automatically Name Reports Downloads
Every report when downloaded as a CSV is just titled widget. I have to go in and manually change the name to know what it is. It would be helpful if it was automatically named the report name and the date. At minimum having the report name would help a lot!
13 votes -
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.
7 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.
3 votes -
2 votes
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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
10 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.
4 votes -
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 -
Be able to filter production by agent status.
This would allow the option to pull active agent for production, GCI, etc. instead of including everyone for the year.
2 votes -
Incorporate AI into KW Reports with Prompts
Would be amazing to incorporate and an AI prompt where a team leader or leadership staff member could just type or talk out the parameters of a report and it would spit it out.
2 votes -
KW Connect Reports Status Tracker
Every month during transmittal time we have the 3 days we wait for transmittal to finish, then have to wait and check, wait and check, wait and check to see if report are finished. By now I assume you have the statistical data to know how long the report monster takes to churn out the millions of PDF reports. What if... you had a status tracker (just like the Dominos Pizza app) that shows you a progress bar from Transmittal Day 1 to Final Report delivery showing estimated time and current status!?!?!?
5 votesFYI, KW Connect Reports are always uploaded before the 7th business day of the month, so even though we don't have an exact time, know that they will always be up by that point! :)
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Vital Signs in Standard Reports
The Vital Signs report provides some very important data that can be consolidated and used strategically to positively influence the market center. The use of Contacts, Smart Plans and Opportunities can all be exported individually from the Vital Signs Report and then sorted by KWUID in each. Then you can consolidate them all into one spreadsheet by Agent. Having the export of Command MC data with production info and including the KWUID so you can easily sort that list by KWUID and paste them all together. Now you have a powerful report to strategically target your most productive agents who…
9 votes
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