38 results found
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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 -
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 -
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 -
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 -
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 -
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 -
Print Address on Profit Share Statement
Now that the PS statements are only available through report in Command, there are no longer addresses to be able to mail these out. As an MCA that truly helped so they could be folded in the manner we could just mail them to the agents. Now we have to look up each address and fill out an envelope in order to mail them out which all my VR and A associates prefer. Can we please add the address back onto the statements please, to help the MCA's and make it easier for them to get those out promptly?
13 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!?!?!?
4 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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