Transaction Referral Report
Overview:
In this article, we will cover how to locate and use the Transaction Referral Report. Please find the available resources below.
Permission Level: Admin
Report Details:
- This report lists all current, pending, and closed transactions associated with an External Referral.
- Use pre-select filter search options or a custom date range to locate transactions within a time frame based on the close date.
- Ability to Search by:
- Property address
- Agent's name
- Seller or Buyer name
- Referral Company name
- Transaction status
- Can sort by any column in the table
- Displays Referral Amount
- Displays Commissions/Accounting Transaction Status
- Ability to export to CSV/Excel
Navigation:
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