Transaction Referral Report

Overview:

In this article, we'll 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 with an External Referral associated with it.
• Use pre-select filter options or custom date range to locate transactions within time frame based on close date.
• Ability to Search by:
  • Property address
  • Agent's name
  • Seller or Buyers name
  • Referral Company name
  • Transaction status
• Can sort each column on table
• Displays Referral Amount
• Displays Commissions/Accounting Transaction Status
• Ability to export to csv/excel

Navigation:

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