Broker Daily Digest 

Overview:

In this article, we will cover how to locate and use the Broker Daily Digest. The primary purpose of this report is to provide an email digest summarizing all activity for a specific day. When viewing the report directly in the system, keep in mind that it displays activity for the entire week, not just the selected day.

Permission Level:  Admin + Billing 

Report Details:

• The Broker Daily Digest captures activity using the “Volume” reporting metric. Its main function is to provide an evening email summary that allows leadership teams, such as Owners, COOs, and Operations Managers, to quickly review business activity for the day. Emails can be sent to multiple users.
• The report includes:

  • New listings directly entered or imported from MLS

  • Expired listings

  • New pending transactions

  • New closed transactions

    • Note: The close date and the date the transaction was marked as closed must fall within the same week for it to appear in the report. 

  • New cancelled transactions

• Additional features:
  

  • Ability to filter by office

  • Ability to change the week being viewed

Important to Know: 

• Activity date is based on when the transaction status is updated, not the contract date or close date
• For listings, activity date reflects the date the status changes in the system, not the list date or expiration date

Please find the available resources below.

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