Transaction Activity Report

Overview:

In this article, we'll cover how to locate and use the Transaction Activity Report. Please find the available resources below.

Permission Level:  Admin 

Report Details:

• This report looks back at the past 90 Days to provide a status breakdown of all transactions contracted within the given week.
• The Contract Date is what determines the week a transaction falls under regardless of current transaction status.
• This report allows a quick view to see what status all pending transactions are in for that week.
• Data table breaks down the transaction status for week in Pending, Closed and Cancelled.
• Ability to click on status above graph to filter out specific transaction statuses
• Report metrics capture:
  • Transaction Count (not side count)
  • Sales Volume

Navigation:

Click directly on image to enlarge