38 results found
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Create a Deduction Summary Report
Create a Deduction Summary Report (MTD or YTD.) We run SEVERAL businesses within our Deductions (Transaction Coordinator, PC Coaching, Local KW Cares, etc.) This report gives us the ability to total those deductions at Month-End rather than after every deposit.
76 votes -
Sub-Total Line per Associate
Production Reports (Contracts Close, Contracts Written, Listings Taken) need to subtotal by agent for all columns. We recognize for production over $1million each month, and the Winmore reports did the subtotal.
70 votes -
Hyperlink Transaction Numbers to Transaction in Reports
Once the report is opened, there should be a hyper link to the Transactions listed in said report.
95 votes -
Add 1099 Agent Income Column
We need a report that shows the agent's net amount (1099 amount) like the DA list from WinMore used to. I've had a handful of agents ask for loan purposes, plus we'll need this report for year-end.
52 votes -
Tag Associates to correspond to AccountEdge job codes
Would like the ability to add tags to agents that correspond to job codes in AccountEdge so when we pull reports, we can see totals per job and pull reports per job instead of having to manually calculate.
31 votes -
Report field filter by Associate Tag
I would like to utilize Associate Tags to run certain reports each month. Previously, we could track business for different categories (business centers, coaching and mentor clients, recruiter reports) depending on the "Deduction" listed on their associate card even though we would zero out the deduction. We would like to utilize the Associate Tags for these but need to be able to to add this filter to our Custom Reports in KW Command Transactions.
22 votes -
Activity Report and EOM Reports to export to Google Sheets
Would love if we were able to integrate Google Drive so we could have the ability to export a report directly to Google Sheets to save a copy/paste - import step.
16 votes -
Royalty Cap Filter
We recognize agents when they cap on CO$ + Royalty. Currently the Cap Management Report recognizes when CO$ (specifically) has capped in a given period. I would love to see another filter for Royalty Cap so that we can quickly see who has capped on both. Similar to WinMore "Capped on Company Dollar OR Royalty" Report.
9 votes -
YTD Closed Transactions per Associate in Standard Reports
We need a report that lists our associates closed transactions, that we can pull for a selected date range. This report should allow us to separate each associate on a new page, and list the totals for the included transactions.
22 votes -
Team Closed Production in Standard Reports
I have a large team that is requesting reports to be able to know the team's individual and team stats each month. There looks to be a few reports I could custom-build but I'm having a lot of trouble getting that to work in Command. They are mostly concerned with the units, volume, and listings taken, etc.
This is something that holds several teams back when they attempt to utilize Command.
21 votes -
Add "Last Twelve Months" as Date Range Filter Option
when choosing filter for dates...rather than having to select each month for a report showing Last 12 Months, can LTM be an option like selecting last quarter or last month
16 votes -
Sort by Month and Year for any date field
We would like to be able to sort by month easily for any date column in reports. If a date column is added, clicking in the filter box there is a bunch of different ways to sort but there is no field to sort by a specific month. You can click the timeframe and click say all of the September month/year but when you have been open a long time, this is quite time consuming. Adding a tab there for month would be very helpful. I can see a case use for searching by a particular month for every date…
10 votes -
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.
10 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
11 votes -
Vendor Tax IDs Report in Standard Reports
I'd like to be able to run a report showing all the vendor and their associated TaxIDs. I have caught agents entering 00-000000 as the tax id for referrals and when processing commission in transactions there is no way to catch this.
11 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
8 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.
9 votes -
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!
6 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)
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.
2 votes
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