Transactions by Tag Report

Overview:

In this article, we'll cover how to locate and utilize the Transaction by Tag Report.  It is recommended to review Transaction Tag Management to learn how you can first create tags to use for report tracking purposes.

Permission Level:  Admin + Billing & Compliance

Report Details:

• Similar to the *Office Production Report with the added capability to fully customize the selection of which tags to include in the report.
• The following metrics are captured in this report
  
  • Sales Price
  • Sales Volume
  • Side Count
  • Gross Commission Income (GCI before Referrals)
  • Effective Commission Rate
  • Adjusted Gross Commission Income (GCI less Referrals)
  • Agent Net
  • Brokerage Gross
  • Brokerage Net
• Ability to toggle report to Pending or Closed Transaction statuses
• Ability to include/exclude company-set tag rules
• Ability to export to PDF using toggle dropdown next to "Generate" button
• Ability to export to CSV/Excel in bottom left-hand corner

Navigation:

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