Agents active for a period

We recently created a new filter in your “agents” tab for interactive reports.

We have had several requests to release an agent report with an active status for a specific month or year.

You can find this report in: Agents / Non-Agents > Agents

the filter is, by default, set to July 2020

Here are the steps to modify and/or duplicate the report over the months or the years

Modify:

in the drop-down menu, choose “Agents active for a period”
- By clicking on the filter below, you will see the expression details of the created filter.
You can change this formula for another month or year by changing the figures ex: 2020-08-01 to 2020-08-31.

In this formula there is a start date and an end date. Both must be modified to generate the report for another period.

Formula:
(TRUNC(Y) IS NULL OR TRUNC(Y) > to_date('2020-08-31','YYYY-MM-DD'))
AND NOT (TRUNC(V) >= to_date('2020-08-01', 'YYYY-MM-DD') AND
TRUNC(Y) <=to_date('2020-08-31','YYYY-MM-DD'))

Duplicate:

To create multiple months in the same report (choosing one month or year at a time) follow these steps to create duplicates.

Before you begin, copy the formula and select the filter: "Active brokers for a period"

Select Actions > Filter
Filter Type: Row
Name: Agents active for a period (month or year) → Add a specific title to easily identify it
Paste the formula:
- (TRUNC(Y) IS NULL OR TRUNC(Y) > to_date('2020-08-31','YYYY-MM-DD'))
  AND NOT (TRUNC(V) >= to_date('2020-08-01', 'YYYY-MM-DD') AND
  TRUNC(Y) <=to_date('2020-08-31','YYYY-MM-DD'))
Modify the month and the year if needed
Apply
Actions
Save Report
Do not change modify the title, then “Apply”

→ Follow these steps for every additional filters

If you would like to save this report in other formats:

Action > Download
Choose the format in which you want to download: CSV, HTML, Email