Side Lead (Detailed)
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.