4 results found
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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.
17 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 -
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.
9 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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Make CommandMC Reports More Efficient
I've noticed that over the course of the first 2 weeks there are several areas that could be a bit more efficient; specifically, the numerous reporting mechanisms. Currently, we have 2 excel spreadsheets to track appointments, referrals, R1/R2s.....since we are trying to leverage Command on a more consistent basis, I thought it would be great if we could utilize Command for more. Not just the documentation portion, but the reporting capability. - Ron Acker (ATL - Amelia Island, FL)
5 votesCould you give us some more information on your expectations on CommandMC Reports' efficiency? Would you like to see the information update more frequently, for example? Or are there specific features/buttons you'd like to see added to better help your workflow?
Please let us know, thank you!
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