Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

As an agent, you can generate a report for your listings and transactions directly through your dashboard.

For Listing reports:

  1. Click on Listings, then on detailed list.

    Image Modified

  2. Image Modified

    Select your criteria:

  • Start & End date

  • Status

  • Listing type

  • Date used for period

  • Sorted by

  • Group

Once you have made your selection, you can generate the information in PDF, DOC or XLS by clicking on the top buttons.

For Transaction reports:

...

.

...

...

  • Sorted by

  • Start & End date

  • Office role

  • Date used for period

  • Status

  • Transaction type

  • Right section content

  • Include only transactions with mortgage creditor

Once you have made your selection, you can generate the information in PDF, DOC or XLS by clicking on the top buttons

Tip

Completed!