Side Lead (Detailed)

Owned by Darine Hallab
Last updated: May 26, 2023 by Holley Vosburgh
2 min read

FR

  1. In your NexOne Office, navigate to the following section:

Reports ≥ Transactions ≥ Detailed

 

2. You’ll arrive on the report configuration interface. This section allows you to change the display of the report you want to create to only get the information that will be useful to you.

Among the options you can change, you’ll find

  • The Branch

  • The type of group

-None

-By Agent

  • Start Date

  • End Date

  • Status

-Listing

-Listing agent only

-Listing Referral

-Listing and Selling agents

-Selling agent

-Selling agent only

-Selling referral

  • Transaction Status

-New

-Conditional

-Conditional (multiple offers)

-Firm

-Closed

-Partially Cashed

-Cashed

-Completed

-Cancelled

  • Agent’s Name

  • Sorted By

-City and Street

-Estimated closing date

-Firm date

-Transaction No

  • Date Used for Period

-Acceptance date

-Cashed Date

-Date of Occupancy

-Estimated Closing Date

-Firm date

-Status Date

  • Transaction Type

-Commercial Rent

-Exclusive Listing-Purchase

-Lease of Preporty

-Mortgage Referral

-Prof.Fees/Other Ref

-Sale of Property

3.Once the configuration is complete, it will be possible for you to display the report in several formats (PDF, DOC, XLS)

Now you are able to view a Transaction Report by Detailed.

 

 

 

 

 

 

 

 

 

 

 

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