4 results found
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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.
71 votesThis is possible with a custom report. Create a custom report and add the rows Agent Name, KWUID, Total GCI, Total Units and Total Price Closed. Ensure there are no other rows. Then in the filters, ensure it is only the market center you want and then filter CLOSED PERIOD and CLOSED DATE by Year and select this year. Any rows can be moved around and added.
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Option to Sort Pending Company Dollar Report by Closing Date
It can be nice to view the current month's pendings by agent, but it would be more helpful to have the option to sort by closing date instead. This would eliminate the need to download as a PDF and convert it to an Excel file each time.
7 votesPlease try customizing and removing all columns except for Transaction ID and Address to be able to sort simply by Closed Date and this will work as described! You can also add Associate Full Name as a column if you'd like to reach out to each individual agent about their upcoming closings.
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Birthday and Anniversary Report Filter Update
I'd like to have the ability to filter the Birthdays and Anniversaries report by the KW start month. Currently the filter for month includes the year so I can't filter a list to show all agents with an anniversary for a given month regardless of the year.
6 votesPlease try adding a Filter by "Associate Birthdate Month" or "Cap Anniversary Date" and that should filter your Associates on the report to show by just month and not be specific to year!
If you have any issues with this Filter, let us know.
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reports
Reports do not tally total commission, volume, etc at the bottom of the page. You cannot download all the pages in a pdf file at the same time, it just seems to be printing the screen view you're on, not an actual report. The filters for sorting by date do not work, it only sorts the dates for each agents name.
3 votesPlease make sure you are using the three dots on the report itself (there are two three dot buttons). This button should allow you to download as a CSV with all of the information that is pulled - not just the information shown on the first page!
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